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by anonu 22 days ago
TSLA was a $60bn company when Musk made his equity milestone deal in 2018. He had a 10 year horizon to 10x TSLA to $650bn. He did it in 2.

SPCX is maybe $1.25tr now - and he has a similar equity milestone deal to just 5x to $7.5tr. Its a big number. For comparison, NVDA is already $5.2tr+

So my guess is people will assume any investment in SPCX will be a 5x return in a short period of time.

Also a company this large will get swept into many indexes, including the S&P500 - so most investors will own it by default.

2 comments

It would be more impressive if Tesla was actually growing...
That was before Elon went insane. His Trump alignment, and Nazi symbolism, has significantly hurt Tesla's sales. Tesla used to be the only American car that foreigners would buy. That is gone.

They rebounded in 2026 in the EU after a terrible 2025 only because of very high gas prices, and EU for the time being, blocks Chinese EV imports.

https://www.msn.com/en-us/money/companies/tesla-logs-strong-...

Australia does not block Chinese EVs and Tesla has lost the market.

https://thedriven.io/2025/05/12/how-tesla-surrendered-its-do...

From what I hear Chinese EVs are dominating the South American and African EV market.

SPCX is widely unprofitable with xAI and the only profitable part of it, Starlink, has a very limited ability to scale for anyone familiar with the density limitations of the cellular transmitters. Their own AI offering is not even used by their own engineers over Anthropic's offerings.