[trollbridge]

So, in other words, launch is not actually a commodotised thing yet and there's nobody else out there that can actually beat SpaceX on price.

[Imustaskforhelp]

If you want to invest into a company that barely does space at 10% and is 90% a datacenter Reits essentially at a P/E ratio of 90 whereas others have around 10 so you are gonna overpay for 10 times or a magnitude more

Then sure, yes you are correct.

https://martinalderson.com/posts/xais-new-rental-business/: seems to be a post on the frontpage of HN at the moment on what I am currently saying.