361–370 of 1001 posts
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Tesla is profitable, as a matter of public record. And SpaceX is, by all accounts, extremely profitable.
They had like $16B in revenue last year, half from Starlink. That’s just money in the door and the underwriters seem to think the business is worth $1.75T.
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They had like $16B in revenue last year, half from Starlink. That’s just money in the door and the underwriters seem to think the business is worth $1.75T.
the ability to mine the moon or asteroid belt seems extremely lucrative, the logistics of transporting materials to earth costs less than shipping them across the ocean, an astounding level of value creation.
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No one wants an IDE, anymore. They're building a better horse.
In my opinion, the IDE interface still has not been beaten if you are working on a serious codebase where you are reviewing each diff.
A team could build an AI IDE in a week, this could be a race to the bottom
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SpaceX reuses its boosters 20+ times. Surely the depreciation is tiny when compared to the revenue of 60M+ per launch?
The entire space launch market is about $20B with multiple competitors in 2025. And by the most generous estimates it is going to be $80B by 2035. They can reuse the rockets as much as they like, the company isn’t worth $1.7T.
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They had like $16B in revenue last year, half from Starlink. That’s just money in the door and the underwriters seem to think the business is worth $1.75T.
If underwriters think it’s worth $1.7T with a $16B revenue (not profit), they’re doing the same thing as the credit agencies did in 2008 by giving underwater mortgage backed securities a AAA rating.
knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…
What are we even doing here. I have no idea what this has to do with aerospace, but I know a bit about software and this does not look great. Cursor is obviously on a serious decline and has little to no moat in the area they are building in (IDE), which we kinda now know is maybe not even the right area (CLI). I feel like this is just a bad move?
IDE is a moat with people who can code.
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Tesla’s profits and market share has been declining for the past few years and it’s basically an overpriced meme stock.
Their market share of EVs in the US went from 40.9% in Q3 2025 to 58.9% in Q4 2025. You may not have noticed because positive Musk related news doesn't seem to make headlines anymore.
knee-jerk is that it's weird, but makes sense: * X will have a total of ~2GW of GPU sometime this year largely not doing much outside of 'grok is this true' * despite no longer being in vogue with consumer devs Cursor still has a lot of developer data that can assist in building a model * Cursor have decent enterprise relationships (while for xAI it is ~zero) and that's where the real revenue for llms + agents is * C…
Is it in vogue with enterprise devs?