valuearb

51 ms·

571.
by valuearb 6y ago
Apple now probably makes close to a half billion ARM chips a year, between iPhones, iPads, Macs, AppleTV, HomePod, and embedded controllers.
572.
by valuearb 6y ago
Soon we won’t remember when SpaceX wasn’t launching every week.
573.
by valuearb 6y ago
Fuel costs for a Falcon 9 launch are around $150,000, or about 1/3 of 1% of what SpaceX charges for a reusable launch.
574.
by valuearb 6y ago
The SLS is an badly designed architecture built on obsolete technologies with very limited capabilities. SRBs greatly increase launch costs while reducing safety. RS-25s were designed to be reused, but required such extensive refurbishment
575.
by valuearb 6y ago
Ariane is still somewhat competitive to geocentric orbits and when dual berthing. Falcon 9 and Heavy lose most of their performance advantage when going to higher orbits, IIRC because their first stages stage lower, and their upper stage ha
576.
by valuearb 6y ago
Elon Musk once discussed why air launch from planes was not a good idea, and his criticisms apply to Rockoons as well. “seems like...you're high up there and so surely that's good and you're going at...0.7 or 0.8 Mach and you
577.
by valuearb 6y ago
$7B valuation on only $200M in EBITDA, let alone profits? If they aren’t thinking of selling now in this silly market for that ridiculous valuation I admire how centered they are on things more important than money, such as building and own
578.
by valuearb 6y ago
His entire philosophy is the market is only imperfectly efficient, so prices may or may not reflect actual value. Determining actual value is an estimation process, so he works very hard to avoid bias. An example is he comes across a compan
579.
by valuearb 6y ago
It is, but it also takes time to reach those velocities. Every orbital rocket that I am aware of has a period called MaxQ, where it has to throttle back to avoid exceeding air pressure limits. But it only occurs in lower dense atmosphere an
580.
by valuearb 6y ago
A launch pad gives you the capacity for far larger rockets and payloads. A high altitude start only allows you to tweak your rocket nozzles for minor efficiency gains.
581.
by valuearb 6y ago
Only problem is that altitude is the least important component of orbital space flight. To each orbit you need to achieve roughly Mach 30 in the correct inclination, and above the bulk of the atmosphere. If your rocket can achieve Mach 30 y
582.
by valuearb 6y ago
DCF based valuations are only as good as your assumptions. If you drink the koolaid, as this analyst clearly has, your optimistic assumptions make your valuations meaningless. As support for this, I’ll point out that Warren Buffett refuses
583.
by valuearb 6y ago
For the first four episodes of Mythic Quest it seems like a standard comedy show from a template, done reasonably well with good acting, but not great. Episode 5: “A Dark Quiet Death” takes a left turn so bizarre that for 5 minutes I though
584.
by valuearb 6y ago
Supposedly Qualcomm’s licensing costs are even more egregious for PCs, it makes it impossible to blanket include modems.
585.
by valuearb 6y ago
You are right about the sink cost, but ignoring a very real risk. Taxing capital gains to the point where the investor has negative returns drives capital offshore to places where it will be taxed far less or not at all. It turns honest cit
586.
by valuearb 6y ago
I could also appreciate your enthusiasm if you could get your facts right. 1. Raptor does not use Pintle injectors (invented at Caltech), it uses coaxial swirl injectors. 2. Raptor was designed and developed completely by SpaceX for six yea
587.
by valuearb 6y ago
Peak lithium?
588.
by valuearb 6y ago
Cutting edge high tech company goes to die under ownership of massive conglomerate. It’s an old but consistent story.
589.
by valuearb 6y ago
It was a super cheap program as well. The post mortem should have been let’s build a bigger, better version with a similar budget, but instead NASA killed it to go all in on the 10X+ more expensive X-33 and killed that well before first fl
590.
by valuearb 6y ago
I’m a big fan of taxing both capital gains and dividends at ordinary income rates to help restore fairness and progressivist to the tax code. But to do this you absolutely need to index capital gains for inflation. That’s the reason they ge
591.
by valuearb 6y ago
Now you are just making things up. SpaceX definitely needed the COTS contract to build the Falcon 9, but NASA got a massive cut in launch costs out of it. NASA has contributed very little to Starship development. The in orbit refueling expe
592.
by valuearb 6y ago
What SpaceX is doing is nothing like anything NASA has ever attempted.
593.
by valuearb 6y ago
Wow, for such an expert you sure get a lot of things wrong and wrapped up in minor issues if no consequence. 1. Project Morpheus was a mostly inconsequential project just retreading the same areas pioneered by the DC-X. 2. Other than propel
594.
by valuearb 6y ago
Who is Shivetya?
595.
by valuearb 6y ago
BO has never launched anything into orbit. It has plans to someday build a competitor to the 13 year old Falcon 9. Oh and Bezos started BO before SpaceX, and has given it substantially more funding.
596.
by valuearb 6y ago
China launches a bunch of obsolete rockets with relatively small capacities. Long march 3 has half the capacity of a Falcon 9, Long March 2 is about one seventh the payload capacity. They should be justly proud of their robotic lunar missio
597.
by valuearb 6y ago
Chinas launchers improvements have been moving at a slow pace. Lots of obsolete solid rockets and dangerous propellant.
598.
by valuearb 6y ago
So you are admitting that what Musk meant was they had a 2/3s chance of an explosion.
599.
by valuearb 6y ago
Why I love me some DC-X footage, and bemoan what we lost when NASA killed the project for their own boondoggle that failed, talk about missing the point. • 45,000 feet is a lot farther that 450 feet. • Falling and using movable aerodynamic
600.
by valuearb 6y ago
You just described a startup SAAS.

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