TeslaLarry· @TeslaLarry · X·· 11 小时前AI 评分
SpaceX 轨道数据中心估值分析
1/ 我花了几周时间建立自己的 SpaceX 估值模型，坦率的总结是：高风险伴随高回报。Elon 以前曾完成过不可能的事，但轨道数据中心是一个全新的挑战。我以前就押注过他（不止一次，他还没失败过）。以下是我的发现。（我的估算，非投资建议。）
1/ I've spent weeks building my own model of what SpaceX is worth, and my honest summary is huge risk with huge reward. Elon has pulled off the impossible before, but orbital data centers are a whole new level of endeavor. I’ve bet on him before (more than a few times, and he hasn’t failed yet.) Here's what I found. (My estimates, not advice.)
来源：TeslaLarry · x.com