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Investors are having doubts about Elon Musk's grandiose ambitions

economist.com

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Re: Investors are having doubts about Elon Musk's grandiose ambitions

#21

Post by Zigurd »

gfrecvh wrote: post #20
mapping365 wrote: post #4

I feel like if they just expanded this logic slightly they would realize that data centers as an investment class are uninvestable.

Could expand? I don't see the connection with the link.

For example, Google ridiculously overpaid for SpaceX AI data center capacity, by something like more than an order of magnitude, both directly and via Anthropic.

An inquisitively suspicious, not to say cynical, person might believe this was manipulation to keep SPCX from cratering completely before their lock ups expire.

Re: Investors are having doubts about Elon Musk's grandiose ambitions

#22

Post by Zigurd »

skybrian wrote: post #9
andsoitis wrote: post #7

Earlier quoted context omitted.

> > Ms Shotwell said SpaceX’s aim was to put “boots on the Moon” as early as 2028. > Do company executives really make these sort of claims with a straight face? More importantly, does anybody in the "public" really believe them? Why do you think this is far-fetched?

Seems like Starship has a ways to go before carrying human passengers?

No point in carrying humans until you can launch the 15 refueling missions to get it out of low Earth orbit.

Elon hasn't got a single clue what a critical path is in a project plan.

Re: Investors are having doubts about Elon Musk's grandiose ambitions

#23

Post by Zigurd »

cwillu wrote: post #13
andsoitis wrote: post #10

Earlier quoted context omitted.

> a ways to go before carrying human passengers? SpaceX has safely flown 78 crewmembers from 20 countries across 20 human spaceflight missions using its Crew Dragon spacecraft since May 2020.

SpaceX, not Starship. While I don't agree with the “starship will never orbit” haters, the viewpoint itself is coherent.

I hate the mind-bogglingly incompetent approach to project management Elon takes. It's like a chess player who can't see even two moves ahead.

TBF a starship will orbit the planet at least once, just with a fraction of the spec payload and therefore no chance of being refueled to get out of orbit to the Moon. Starship's project dependencies each have a clusterfuck of dependencies, and they each...

It all has to go right or it fails. On top of all that his business strategies is brittle in the same way Tesla is crippled by not having a cheaper car instead of fantasy project like humanoid robots and cyber cab.

Re: Investors are having doubts about Elon Musk's grandiose ambitions

#24

Post by tim333 »

mapping365 wrote: post #4

I feel like if they just expanded this logic slightly they would realize that data centers as an investment class are uninvestable.

Historically AWS and the like have done rather well with data centers and they are printing money just now.

Re: Investors are having doubts about Elon Musk's grandiose ambitions

#25

Post by tim333 »

skybrian wrote: post #12
andsoitis wrote: post #10

Earlier quoted context omitted.

> a ways to go before carrying human passengers? SpaceX has safely flown 78 crewmembers from 20 countries across 20 human spaceflight missions using its Crew Dragon spacecraft since May 2020.

Yes I know, but how do they plan to get to the moon?

They had a landing there the other day

>SpaceX Achieves Its First Moon Landing by Accidentally Crashing Into It at 5,400 Miles Per Hour, Causing Huge Explosion and 60-Foot Crater https://futurism.com/space/spacex-crashes-into-moon

They also have a $2.9bn contract with NASA to land astronauts.

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