[estearum]

According to SpaceX's own filing documents, you are incorrect. They must be principally an AI company to justify anything close to their current valuation.

[embedding-shape]

Get de-facto monopoly on American space launches and I don't think they need to be anything else.

[imtringued]

Ok, but that means they will shrink down to $7 per share like the analysts are telling us.

[Lomlioto]

Payload into space is a very limited business.

This doesn't make Space-X such a high valued company at all.

And while Space-X is doing its thing, the rest of the world started to move too (china). So first mover advantage is disappearing.

[embedding-shape]

> Payload into space is a very limited business.

Today, sure. In the future, very unlikely. US military and alike are also unlikely to start to rely on China to ship stuff to space.

[Lomlioto]

We already send up a ton of satelites etc.

So what will reasonable be the payload we send up which makes Space-X a Trillion dollar company?

It will not be Datacenters for at least 50 or 100 years more.

[embedding-shape]

> So what will reasonable be the payload we send up which makes Space-X a Trillion dollar company?

Being familiar with US history, I'd guess they'll send up a ton of weapons and surveillance utilities basically, together with some lower-class stuff like what consumers and end-users get slight benefits from.

[Lomlioto]

They already send stuff like this up.