Operationally, the dominance is already clear: SpaceX leads global orbital launches with reusable rockets, and Falcon 9 has reshaped launch economics. Starlink, now with 10M+ users, turns that cost advantage into a real, scaling business.
For me, it’s less about traditional valuation and more a long-duration bet on execution and vision. The premium exists because the company is aligned with a decades-long roadmap that either feels implausible or inevitable, depending on what you believe. Ultimately, the question is whether this level of ambition can compound into reality.
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- PhoebeReade·05-26 16:53TOPMars angle is crazy, but 10M+ users is the real tell. You think vision matters more than launch economics here?1Report