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by amanaplanacanal 15 days ago
Yes but... All the "value" in SpaceX is in AI. Actual space launches are a tiny part of the portfolio. Talking about launch capability is almost off topic when taking about SpaceX valuation.
2 comments

When I checked, Starlink seemed somewhat valuable but highly questionable addressable market (limited growth)
Starlink is the only part that is making a profit.
Not sure why anybody would downvote this, as this is exactly what the company claimed in their filing. Less than 10% was space launch and starlink. The rest was all AI.