Value SpaceX on its compute, get space for free
The investment case framed for SpaceX is to value the company primarily on its high-growth compute/GPU cluster business, treating its ambitious space ventures as a free call option.
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The story so far
CONTESTED · 46 MENTIONS · 36 EPISODES · 15 SHOWS
3 APR 2026 — 13 AUG 2026 · 5D AGO
27 SUPPORT · 3 CHALLENGE · 3 REPEAT · 13 MENTIONED
- THE COMPOUND AND FRIENDS
28 EPISODES BETWEEN · 35 MENTIONS
- THE TWENTY MINUTE VC
- THE ACQUIRERS PODCAST
- THE TWENTY MINUTE VC
- THE JULIA LA ROCHE SHOW
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- CNBC FAST MONEY
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- INVEST LIKE THE BEST WITH PATRICK O'SHAUGHNESSY
- MOTLEY FOOL MONEY
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- THE COMPOUND AND FRIENDS
- PROF G MARKETS · 2 MENTIONS
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- WSJ WHAT'S NEWS · 2 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- CNBC FAST MONEY
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 4 MENTIONS
- THE POMP PODCAST
- Value SpaceX on its compute, get space for free · THIS IDEA
- WSJ WHAT'S NEWS · 2 MENTIONS
- PROF G MARKETS · 3 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD