5 ms·

Investors are having doubts about Elon Musk's grandiose ambitions

34 points by andsoitis 3mo ago

djfergus 3mo ago
https://archive.is/XeR68 https://archive.is/XeR68
trial3 3mo ago
masterful gambit, sir
- deleted 3mo ago
  [deleted]
mapping365 3mo ago
I feel like if they just expanded this logic slightly they would realize that data centers as an investment class are uninvestable.
- andsoitis 3mo ago
  that's why you also make chips... space access... robotics... energy solutions... etc.
- gfrecvh 3mo ago
  Could expand? I don't see the connection with the link.
  - Zigurd 3mo ago
    For example, Google ridiculously overpaid for SpaceX AI data center capacity, by something like more than an order of magnitude, both directly and via Anthropic. An inquisitively suspicious, not to say cynical, person might believe this was manipulation to keep SPCX from cratering completely before their lock ups expire.
- tim333 3mo ago
  Historically AWS and the like have done rather well with data centers and they are printing money just now.
rramadass 3mo ago
Yet Mr Musk does appear to have lunar ambitions for Tesla’s humanoids. He outlined a “super sci-fi” future in which they would operate factories on the Moon building solar panels and radiators for SpaceX’s satellites. Humans may be the advanced guard. Ms Shotwell said SpaceX’s aim was to put “boots on the Moon” as early as 2028. Do company executives really make these sort of claims with a straight face? More importantly, does anybody in the "public" really believe them?
- andsoitis 3mo ago
  > > Ms Shotwell said SpaceX’s aim was to put “boots on the Moon” as early as 2028. > Do company executives really make these sort of claims with a straight face? More importantly, does anybody in the "public" really believe them? Why do you think this is far-fetched?
  - skybrian 3mo ago
    Seems like Starship has a ways to go before carrying human passengers?
    - andsoitis 3mo ago
      > a ways to go before carrying human passengers? SpaceX has safely flown 78 crewmembers from 20 countries across 20 human spaceflight missions using its Crew Dragon spacecraft since May 2020.
      - cwillu 3mo ago
        SpaceX, not Starship. While I don't agree with the “starship will never orbit” haters, the viewpoint itself is coherent.
        Zigurd 3mo ago
        I hate the mind-bogglingly incompetent approach to project management Elon takes. It's like a chess player who can't see even two moves ahead. TBF a starship will orbit the planet at least once, just with a fraction of the spec payload and therefore no chance of being refueled to get out of orbit to the Moon. Starship's project dependencies each have a clusterfuck of dependencies, and they each... It all has to go right or it fails. On top of all that his business strategies is brittle in the same way Tesla is crippled by not having a cheaper car instead of fantasy project like humanoid robots and cyber cab.
RoundingError1 3mo ago
Consistently overpromising and underdelivering usually causes folks to become doubtful of anything.

34 points by andsoitis 3mo ago

djfergus 3mo ago

https://archive.is/XeR68 https://archive.is/XeR68

trial3 3mo ago

masterful gambit, sir

deleted 3mo ago
[deleted]

mapping365 3mo ago

I feel like if they just expanded this logic slightly they would realize that data centers as an investment class are uninvestable.

andsoitis 3mo ago
that's why you also make chips... space access... robotics... energy solutions... etc.
gfrecvh 3mo ago
Could expand? I don't see the connection with the link.
- Zigurd 3mo ago
  For example, Google ridiculously overpaid for SpaceX AI data center capacity, by something like more than an order of magnitude, both directly and via Anthropic. An inquisitively suspicious, not to say cynical, person might believe this was manipulation to keep SPCX from cratering completely before their lock ups expire.
tim333 3mo ago
Historically AWS and the like have done rather well with data centers and they are printing money just now.

rramadass 3mo ago

Yet Mr Musk does appear to have lunar ambitions for Tesla’s humanoids. He outlined a “super sci-fi” future in which they would operate factories on the Moon building solar panels and radiators for SpaceX’s satellites. Humans may be the advanced guard. Ms Shotwell said SpaceX’s aim was to put “boots on the Moon” as early as 2028. Do company executives really make these sort of claims with a straight face? More importantly, does anybody in the "public" really believe them?

andsoitis 3mo ago
> > Ms Shotwell said SpaceX’s aim was to put “boots on the Moon” as early as 2028. > Do company executives really make these sort of claims with a straight face? More importantly, does anybody in the "public" really believe them? Why do you think this is far-fetched?
- skybrian 3mo ago
  Seems like Starship has a ways to go before carrying human passengers?
  - andsoitis 3mo ago
    > a ways to go before carrying human passengers? SpaceX has safely flown 78 crewmembers from 20 countries across 20 human spaceflight missions using its Crew Dragon spacecraft since May 2020.
    - cwillu 3mo ago
      SpaceX, not Starship. While I don't agree with the “starship will never orbit” haters, the viewpoint itself is coherent.
      - Zigurd 3mo ago
        I hate the mind-bogglingly incompetent approach to project management Elon takes. It's like a chess player who can't see even two moves ahead. TBF a starship will orbit the planet at least once, just with a fraction of the spec payload and therefore no chance of being refueled to get out of orbit to the Moon. Starship's project dependencies each have a clusterfuck of dependencies, and they each... It all has to go right or it fails. On top of all that his business strategies is brittle in the same way Tesla is crippled by not having a cheaper car instead of fantasy project like humanoid robots and cyber cab.

RoundingError1 3mo ago

Consistently overpromising and underdelivering usually causes folks to become doubtful of anything.