Money For the Rest of Us Will You Be Forced to Own SpaceX and Other AI Stocks?
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Jun 10, 2026 Discussion of SpaceX's S-1 filing, proposed valuation, and what revenue growth would justify its price. Examination of why AI companies are going public now and how their listings could affect index fund weights. Comparison of ETFs and alternative weighting strategies that reduce concentration in mega-cap AI names.
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How Starlink Solved My Cabin Internet
- J. David Stein discovered Starlink solving his cabin internet problem years ago.
- He still uses a Gen 1 Starlink dish and a mobile dish for podcasting, praising reliability and coverage.
SpaceX S1 Claims A $28.5 Trillion Opportunity
- SpaceX frames its mission as making life multi-planetary and values a $28.5 trillion total addressable market.
- They allocate $23 trillion to enterprise AI, $880B to Starlink connectivity, and $1.6T to space-enabled solutions.
AI IPOs Are About Funding Data Centers
- Major AI companies like SpaceX, Anthropic, and OpenAI are going public mainly to raise capital for AI data centers.
- Private funding is tapped out, so IPOs will let retail investors help fund massive infrastructure needs.