Mastodawn

A forecast of the fair market value of SpaceX's businesses

https://futuresearch.ai/spacex-ipo-valuation/

A $1.75 Trillion IPO Would Be Overpaying 30% for SpaceX

A sum-of-the-parts forecast of SpaceX's fair market value across seven business segments. The $1.75 trillion IPO target is approximately 29% above the median fair value of $1.25 trillion.

FutureSearch

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saadn92 6d ago

The xAI piece is the one that stands out to me. $258B for a lab that's burning $1.46B/quarter against $430M revenue, valued almost entirely on a merger anchor from four months ago.

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jmye

Even if you think those are standard numbers and you're banking on growth, or whatever, I don't see any way anyone rational (or even a semi-rational AI bull) could convince themselves xAI isn't an absolute garbage company.