BOMBSHELLS In Morgan Stanley Adam Jonas SpaceX Analysis Up to 2028 or 2030
by Brian Wang from NextBigFuture.com on (#76VP4)
Morgan Stanley has an interesting 142 page report on SpaceX that has several material inconsistencies between its high-level assumptions about orbital compute scale, mass/payload, capex, and monetization and the known technical specifications for Starship launches, satellite power density, and real-world AI compute deals. However, we can set aside agreeing about the AI data centers in ...