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yes, but did you *say* rabbit rabbit this morning before your feet hit the floor?? #June1 #RabbitRabbit

Good thread 🧵

Awesome thread!!!

Thanks for the deep dive. The only unique core competency seems to be launch capability, and as you point out, it's costly for the revenue it brings. The rest is worse than existing alternatives. There is still a cult of Elon Musk and that's all that's driving this. That and greater fool theory.

When you get back (if ever) let me know how it went.

Wow - this is an excellent analysis!

Sending sincere condolences to you and your friend's family. Sending you peace now and in the days ahead. 🕊️

don't forget SpaceX Starshield - a highly classified military space division. en.wikipedia.org/wiki/SpaceX_...

No earnings.......so fail/fail

xAI/Grok bleeds money at aortic levels and is very unlikely to ever become profitable X is dying on the vine The rocket company will become profitable, but it's not a very big market Starlink is a real and successful business. That's it

As of March 31, 2026, SpaceX had ~650 launches with 85% using one or more previously flown boosters. I always forget how long ISS astronauts stay in space, so I was surprised to see that there have only been 78 crew flown. SpaceX is responsible for 80% of Mass to Orbit.

I am sorry your friend passed away. ♥️

My condolences.😔

Once you invest... we pile the money up and then...

This is an incredible thread. Thank you for digging into this!

The point of the prospectus is to give investors the hard information about plans they need to do their own risk calculations. Any assessment of profitability requires assumptions about resolution of uncertainty, which you should not delegate to the proponent for obvious reasons. 1/

This is beyond what Astronomy grad school prepared me to answer

They rarely have in the past, why start now?

Read the whole thread, oh my gosh. The phrase "unsustainable extravagance" comes to mind.