Research & Invest
@R_and_Invest
Trying to invest. Previously in institutional money mang @ $ DD billion AUM shop
加入 July 2025
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If Nikesh is right then @elonmusk plan to expand $SPCX capex is a very bad plan. Of the $1.5 trillion, SpaceX primary valuation ($800B-$1.2 trillion) comes from Neo Cloud business. Starlink or launch does not have this explosive growth and would never be at $100B ARR near term.
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In two years from now you will be able to buy a neocloud for less than they raise at today. Just saying.
