Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

Post by wrsh07 » Tue, Jun 02, 2026, 9:14 PM UTC

supertroop wrote: post #910

wrsh07 wrote: post #766

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> There are a lot of retirements on the line just by this fact 1) I would expect anyone close to retirement to have a fairly balanced portfolio. 2) if they don't include SpaceX and the stock does >10x in the next year, they'll end up doing terribly on the benchmarks. SpaceX is big, but if they invest early, it won't be a ridiculous % of the portfolio. Even if one overpays by 2x, since it's under .1% of the total port…

No cfpa would claim #1. At retirement you are not balanced, you are in low risk funds or bonds.

Post by joquarky » Tue, Jun 02, 2026, 9:23 PM UTC

petesergeant wrote: post #811

ejoso wrote: post #634

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This should trigger all of us to be spinning up lawsuits. This whole thing is an absurd grift.

> This should trigger all of us to be spinning up lawsuits On what grounds? What tort have you suffered? If you want change (and who wouldn't?) you need to talk to your representatives, not the courts.

Post by joquarky » Tue, Jun 02, 2026, 9:32 PM UTC

giancarlostoro wrote: post #119

ravenstine wrote: post #90

All these things are apparently valued at trillions of dollars these days. Where's the trillions, or hundreds of billions worth in improved quality of life? What has gotten better other than the ability to produce more crap?

In terms of SpaceX (the space portion of it) they've produced the cheapest way to get any payload into space. If you pay anybody else, you will overpay drastically depending on who you want to take your payload into space. In terms of AI, we've seen even here on HN everything from mathematical problems that remaind unsolved, being solved, mathematical proofs being used to disprove theories, heck we even learned more…

Post by joquarky » Tue, Jun 02, 2026, 9:35 PM UTC

giancarlostoro wrote: post #899

zwarag wrote: post #429

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I have yet to see an application outside of harnesses and LLMs itself where adaptation has happened on a larger scale. Devs are fine with babysitting their LLMs. People like to use LLMs to improve their mails and so on. But outside of that, the adaptation is not there yet. Don't get me wrong. I love LLMs and use them myself. But the biggest gain for me is easier context switch and text manipulation. It's not the: rep…

I just gave you several non-dev examples of how AI is used or has achieved things we could only dream about. Not to mention how Qualia is using it within the Real Estate sector. https://cloud.google.com/customers/qualia

Post by oblio » Tue, Jun 02, 2026, 9:43 PM UTC

Alex-Programs wrote: post #835

oblio wrote: post #427

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SpaceX financials are a mess outside of the actual SpaceX part. xAI is losing money hand over fist, other random bits in there are doing the same. The valuation makes no sense. It's basically a money transfer from the average person to the poor richest person on the planet. The true Great Filter is mental illness, apparently.

XAI is now printing revenue thanks to the Anthropic compute deal. Moreso than SpaceX itself.