r/stocks
If mass cash burning SpaceX valued more than giant cash printer Meta, I certainly live in simulation as Musk insists
Author praises Meta's cash flow and AI moat while heavily criticizing SpaceX's cash burn, satellite flaws, and Tesla's quality.
- Meta generates billions in net cash with a strong moat in global advertising.
- SpaceX is a massive cash drain with flawed satellite and data center technology.
Meta has been printing net billions for a decade, gives away LLM models and have multi year ad contracts with virtually majority of large and mid size companies outside of China and couple other countries. this is real power moat. current valuation is under 1.5T
And now we have upcoming 1.8T freak cash drain SpaceX which demands pensions and sovereign funds money to plug their cash syphoning satellites.
We already had satelite TV hot cales. We do not want your satellites to broadcast unstable internet, we do not need data centers at such long distance so that nobody could come down to fix them, solar energy wont be enough to feed them, solar panels will degrade fast.
Musk we don’t need you to garbage the space with billions ugly objects. Go to Mars and live in your freaking simulation powered by brain compute interfaces. just leave us alone… Yeah and your Teslas suck too