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by ben_w
15 days ago
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Not that it materially changes your point, but I would not be surprised if Starlink reaches 200 million customers at some point, even with my other comment about Musk personally being increasingly seen as a political security risk, the increasing distrust of globalisation, and the new trend of sovereign-shoring. $8T/(unreasonably high 50 P/E)/200M customers/12 months = $66.67 profit (not revenue) per customer per month. The moment Musk's reality distortion bubble stops functioning, his brands' PE ratios are likely to revert to the 5-15 levels of comparable businesses. |
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