Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

Post by Brigand » Tue, Jun 02, 2026, 1:17 PM UTC

nonethewiser wrote: post #699

augstein wrote: post #105

For SpaceX (and possible the others): Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. From https://x.com/Hedgeye/status/2060435253928604065 : "Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k a…

>Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. Why not just say SpaceX is being added to the SP500? You can complain about the discretion to add it to the SP500. But that's irrelevant in terms of whether or not its "forcing" people to invest in it. Arent you upset people are forced to invest in Apple, Bank of America, etc.?

Post by ActionHank » Tue, Jun 02, 2026, 1:19 PM UTC

weatherlite wrote: post #696

Do we prefer the market will spit or swallow in this case?

Post by trgn » Tue, Jun 02, 2026, 1:20 PM UTC

Ekaros wrote: post #564

worik wrote: post #218

What is the value proposition for Space-X? As far as I can tell it is in machines they cannot make work, servicing markets that do not exist for a service that will not matter for 20-years. That and a third rate AI company that no body wants, except to get rid of. This will probably go swimmingly at the start - but as time goes by and they raise more capital, Musk snorts more K and the glory fades, what then?

I don't really see anything that really matches their valuation. Yes there is some value in launching stuff in space. But it ain't not trillion. And for starlink. There is some market. But if terrestrial options got their stuff together it is not that big either. Userbase is marginal. As they operate in areas that are not served by other options. And that market has real limit in size.

Post by SomeUserName432 » Tue, Jun 02, 2026, 1:21 PM UTC

AJRF wrote: post #514

If I buy the SpaceX stock it's 100% certain to go down. If I don't buy it it will rocket to the moon. Is there some sort of way I can positively monetise this?

Post by munksbeer » Tue, Jun 02, 2026, 1:21 PM UTC

Arn_Thor wrote: post #585

moffkalast wrote: post #460

Earlier quoted context omitted.

The reason they're doing that is because traditional European ponzi scheme pension systems don't work with shrinking populations, so actually we're working till we die in either case unless automation taxes pay for it.

You've been told a lie. Productivity has increased every step of the way even as populations shrink and the elderly cohort grows. Most of those productivity gains, i.e. the added value produced by each worker, has gone to shareholders' profits. If we had a reasonable tax system that captured more of that surplus value (which mostly goes offshore and does not in fact "generate more jobs"), then we'd have no problem at…