Back to Home10/6/2025, 5:57:20 PM
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AI isn't the only component of the bubble. SpaceX which has a genuinely successful business with Falcon 9, is also a huge bubble. SpaceX launches an amazing 25 times as many rockets as ULA in a year. But 2/3 of those are Starlink launches. No outside revenue. And SpaceX is valued at about 200X the valuation of ULA.
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ID: 45494140Type: commentLast synced: 11/17/2025, 11:06:55 AM
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