421–430 of 631 posts
In space development, I don’t think there are any competitors at SpaceX’s level at the moment. On top of that, they are trying to do something most people would never even imagine: building data centers in space using SpaceX’s technology. If that becomes a reality, they will almost certainly dominate when it comes to energy.
I'm a SpaceX investor, and from reading the comments here, I think most people here are missing why SpaceX has an outrageously high valuation. SpaceX's valuation only makes sense if you buy into their mission of creating a civilization on Mars, and that the Space Exploration Technologies Corporation is the vehicle that creates this future. If SpaceX achieves this, it would be the most valuable company ever created. I…
Patrick Boyle (fund manager, professor, youtuber) recently discussed this IPO on his channel. Informative and entertaining. https://youtu.be/8rS3fTbC7TE?is=TGpEdM2Y7sknP-cW
I used to watch him a lot, but he started talking about AI (I work at a big lab) and it was all wrong, so I'm not sure if I can trust his analysis anymore :(
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"I personally believe SpaceX has a 70% chance of achieving its Mars ambitions." When will that be? There are so many unsolved problems with Mars that creating a civilization on Mars will probably be decades or centuries away. Creating an autonomous station on Antarctica or the moon is child's play compared to Mars. And we are far away from that too.
> Creating an autonomous station on Antarctica or the moon is child's play compared to Mars. That's because it's unnecessary. It's cheaper to just ship supplies in.
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> it's a space-based alternative that serves areas carriers have no financial incentive to cover In a nutshell: they're serving a market that has less money to spend using more expensive tech than the current industry leaders. Maybe I'm wrong but it doesn't scream "massive profit".
I think Airplanes are going to be pretty profitable. They are sort of running a market cornering operation there. But, there will be competition eventually. Starlink is way faster than the alternatives so most airlines have switched and Starlink has rapidly increased their prices for aviation. Idk if it's enough though, they are definitely running lots of promos for home customers.
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He packages things to present them as analytical, but it's really just click bait for people to hear something they want to hear. He did a take over a year ago on why the EV revolution crashed with such gems as presenting less growth (but still growth) as lower sales. The comment section was full of never EV crowd who got their fix that everything will be alright and that nothing will change. Of course a year later t…
Yea. It's hard to tell what's true anymore. I thought Russia would be out of resources in 3 months. It's been 4 years. I thought Rafah would survive. It's completely flattened. Thought global markets would crash after tariffs. It has survived. I'm convinced we're in some kind of propaganda machine right now.
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But why? We’ve not colonised either of the poles of our own planet in any real way out of a sense of prestige. Heck there’s huge areas in Canada and Russia uninhabited and these are all a dream to live in compared to Mars. Turns out the real overpopulation is in places people want to live.
Because I don't believe our species should be trapped this planet forever. If we don't become multiplanetary now, then when? And there is an incredibly short window for us to become multiplanetary. We currently live in a golden era of abundance that will not last, and we must make the most of this time period. I think most people don't realize how inherently unstable our society is, and how quickly civilization can d…
Patrick Boyle (fund manager, professor, youtuber) recently discussed this IPO on his channel. Informative and entertaining. https://youtu.be/8rS3fTbC7TE?is=TGpEdM2Y7sknP-cW