Not Investment Advice 186: SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case
Oct 16, 2024
This discussion dives into the marvel of SpaceX's Starship and its innovative booster retrieval mechanism dubbed 'Mechazilla Chopsticks.' The significance of rocket reusability for cost reduction is highlighted, alongside the financial landscape shaping SpaceX's ventures and future Mars missions. The competitive showdown between Tesla and Waymo in self-driving technology explores contrasting strategies. Finally, a look into NVIDIA's market dynamics showcases its recent performance and future prospects in the fast-evolving tech landscape.
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SpaceX Reusability
- Reusability drastically reduces space travel costs, crucial for SpaceX's Mars mission.
- SpaceX achieved 90% of all space tonnage delivery, demonstrating reusability's efficacy.
Politicization of Elon
- California blocked a SpaceX launch due to Elon Musk's tweets, highlighting political tensions.
- Musk's all-in political bet signals the perceived importance of the upcoming election.
SpaceX Origin Story
- Elon Musk invested most of his post-PayPal earnings into SpaceX.
- His initial idea was to send mice to Mars to revive public interest in space.