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Breaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀

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Manage episode 492777833 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out.

Sam Korus on X: https://x.com/skorusARK

Aaron Burnett on X: https://x.com/aarontburnett

ARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33

SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model

0:00 Intro

2:48 Are you invested in SpaceX?

4:50 How is SpaceX worth $2.5T by 2030?

7:00 Starlink Network Capacity & Global Pricing

9:15 SpaceX Revenue Projections (Through 2030)

10:28 Starlink Network Bandwidth

12:19 Fiber vs Starlink

15:15 Too Many Satellites?

17:40 Starlink TAM

20:42 Starshield Potential

21:46 Laser Interconnects

23:58 Starlink Cash Flow $70B by 2030

24:28 Starlink IPO?27:39 Starlink Profits Fund Mars

29:59 What’s the market cap of Mars?

35:11 What’s SpaceX plan for Mars?

40:25 SpaceX Business Moonshots

My X: https://twitter.com/gfilche

HyperChange Patreon :) https://www.patreon.com/hyperchange

Disclaimer: I'm invested in SpaceX. This show is not financial advice.

  continue reading

362 episodes

Artwork
iconShare
 
Manage episode 492777833 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out.

Sam Korus on X: https://x.com/skorusARK

Aaron Burnett on X: https://x.com/aarontburnett

ARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33

SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model

0:00 Intro

2:48 Are you invested in SpaceX?

4:50 How is SpaceX worth $2.5T by 2030?

7:00 Starlink Network Capacity & Global Pricing

9:15 SpaceX Revenue Projections (Through 2030)

10:28 Starlink Network Bandwidth

12:19 Fiber vs Starlink

15:15 Too Many Satellites?

17:40 Starlink TAM

20:42 Starshield Potential

21:46 Laser Interconnects

23:58 Starlink Cash Flow $70B by 2030

24:28 Starlink IPO?27:39 Starlink Profits Fund Mars

29:59 What’s the market cap of Mars?

35:11 What’s SpaceX plan for Mars?

40:25 SpaceX Business Moonshots

My X: https://twitter.com/gfilche

HyperChange Patreon :) https://www.patreon.com/hyperchange

Disclaimer: I'm invested in SpaceX. This show is not financial advice.

  continue reading

362 episodes

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