The Big Picture

10 Tuesday AM Reads (opens in new tab)

My Two-for-Tuesday morning train reads: • Revisiting the SpaceX Valuation: A Post-Prospectus Update! If the prospectus is to be believed, SpaceX has the largest TAM of any company in history, with a total TAM of $28 trillion, and AI accounts for $26 trillion of that market estimate. This estimate borders on fantasy, but I will… The post appeared first on .

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