3 pointsby rurp6 hours ago1 comment
  • babaliauskas6 hours ago
    So we're calling this a SpaceX IPO, but what's actually going public is SpaceX + xAI + whatever X is this quarter. The rockets are a real business. The AI side is a giant GPU bill and a story. Feels less like a normal IPO and more like Musk rolling a bunch of experiments into one very expensive ticker.
    • johng4 hours ago
      Agreed. SpaceX is the only company that I actually think is a good company.