> It seems like the current valuation is based on people's guesses about the likelihood that space data centers pan out in a big way
The Starship program is one of - if not the - biggest risks here. Making starship work could bring the launch cost down far enough to derisk that whole program, and today just made it a lot less risky
The Starship program is one of - if not the - biggest risks here. Making starship work could bring the launch cost down far enough to derisk that whole program, and today just made it a lot less risky