Investor's DIY SpaceX valuation model: orbital data centers are huge risk, huge reward
elonmusk · x · 2026-10-15
TeslaLarry published a thread after weeks of building his own SpaceX valuation model. His verdict: huge risk with huge reward. Elon has pulled off the impossible before and he has bet on him repeatedly, but orbital data centers are a whole new level of endeavor with deeply uncertain economics.
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