redditalpha logoredditalpha
← Back to dashboard
Share
1100%
r/stocksr/stocks· u/raccoon8182· 2d ago 0

spacex things to consider

Investor summaryBearish

The author argues SpaceX's ventures like Starlink and xAI are failing or overhyped, dragging down Tesla's value.

Bear points
  • Starlink faces severe regulatory hurdles and technical limitations in international markets.
  • Other Musk ventures like xAI are losing money rapidly, and X is considered a failure.
  • Tesla's product demand has flatlined, making its inclusion in the SpaceX ecosystem a negative drag.
TSLA电动车AI 资本开支
Post body

India just denied entry into their market, as does many countries because of two really big fishing problems. countries like to control their citizens access to the internet; having access to sky internet overrides years of fibre installation and shortcuts years of investment of local companies.

in other words, a technology that only works when it's not raining, and skips all the regulatory investments of local coherts isn't going to easily expand into many territories.

so what else is left?

xai is losing money hand over fist

satellite internet doesn't have the explosive curve investors are looking for

rockets account for less than $14B in EBITDA profit

x is a joke.

folding in the wasted investments in building up Tesla for demand of a product that has flat lined

I'm not seeing where the business case is.

having servers in space is not nearly as lucrative as it sounds and the bandwidth is a fraction of local installations. in fact the bandwidth can reach terrabit levels terrestrially. about 1k times faster than orbital bandwidth.

did I mention clouds. actual physical clouds.

spacex is looking like a hotpot of failed moonshots hobbled together by social marketing. adding Tesla into this heap will only make the stink of this pile stronger.

Discussion · top comments15 selected
u/fluffyzzz1 1· 2d ago

Soooo you're saying India is willing to fall behind even more. Cool

u/Boys4Ever 1· 2d ago

Didn’t consider the rain concern. Something I hated when I had DirecTV

u/JoshL3253 1· 2d ago

There’s no DD needed for Elon Musk’s company..

Look at Tesla, P/E of 343 because it’s a robotics company now. lol.

u/Loltoor 1· 2d ago

Now? They’ve been for a long time. Self driving cars are robots.

u/rod_jammer 1· 2d ago

Wait….Tesla has a self-driving car?

u/Loltoor 1· 2d ago

Is Boston Dynamics not a robotics company?

u/Fairbyyy 1· 2d ago

Its coming Soon. If it doesnt, reread this statement

u/ArticleAdventurous36 1· 2d ago

I would no DD needed tbh for this

u/Tall_Candidate_8088 1· 2d ago

Kessler would like to have a word so, inevitable in that scenario.

u/tonsofplants 1· 2d ago

Interesting times awaiting. Super AI running a cluster of robotics and drones anywhere in the world for coordinated tasks. Could build bridges and sky scrapers or tear down civilizations.

u/DaimonHans 1· 2d ago

Calls?

u/AnnArchist 1· 2d ago

So Bitcoin?

u/cyclicalwand 1· 2d ago

Bitcoin has a CEO?

u/AnnArchist 1· 2d ago

Take away the CEO and it does everything else you listed.

u/Assistant-Manager 1· 2d ago

Is there a way to fact check all these over subscription claims? Just the other day Reuters mentioned it’s 4x oversubscribed. I can’t possibly believe who is willing to buy this garbage.