3 pointsby magnetised5 hours ago1 comment
  • d_silin4 hours ago
    TL;DR:

    - AI part of SpaceX is absolute disaster, while its IPO valuation hinges on its future success.

    - Lot's of questionable corporate shenanigans and accounting tricks.

    - Public shareholders have zero power over Elon after IPO.

    Some numbers for 1Q 2026

    Launch: -660M

    Starlink +1.1B

    AI: -2.5B