Latest / JB's Podcast with Kai and Nia
Showdown: SpaceX vs Gravity: What Goes Up, Musk Come Down?!!
Send us Fan MailSpaceX IPO, characterizing it as a potentially dangerous financial event driven by inflated valuations and misleading narratives. Analysts argue that while the Starlink satellite internet business is profitable, it is being used to mask massive losses within SpaceX’s launch operations and its heavy investments in xAI. The texts highlight a significant disconnect between the company’s $1.75 trillion valuation and its actual fiscal fundamentals, noting that the "total addressable market" is largely dependent on unproven AI applications. Furthermore, the sources warn that…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.