SpaceX Heads for IPO: Three 'Lunar' Bets on AI and Orbital Data Centers

Friends, sharing from space tech and AI:
SpaceX is going public (~$75B). Independent valuations (Morningstar ≈ $825B, Damodaran ≈ $1.2T) are substantially lower than bank figures.
Briefly:
— Bet: orbital data centers; three breakthroughs needed—reusable rockets, an in‑house chip fab, and mass satellite manufacturing.
— Risks: Starship has yet to prove rapid reusability; fab and scaling require time and capital; AI ambitions compete with cloud providers.
— Deals with Anthropic and Google show SpaceX can be both compute supplier and model competitor.
Why it matters: investors seek monopoly over space access and AI infrastructure.
How do you assess SpaceX's odds of executing this roadmap?
#SpaceTech #AI #Investing #Space