points by JDups 3 days ago | 0 comments
> What am I missing?
That SpaceX's valuation is almost entirely from being an AI company not a rocket company. Their S-1 put rockets as around 5% of their TAM.
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That SpaceX's valuation is almost entirely from being an AI company not a rocket company. Their S-1 put rockets as around 5% of their TAM.