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SpaceX Is Raising $500M at a $30.5B Valuation

565 pointsby dcgudemanover 6 years ago

18 comments

martythemaniakover 6 years ago
People who think Musk is eccentric&#x2F;unhinged&#x2F;unstable&#x2F;etc should consider a much simpler possibility: He&#x27;s just a regular guy, and simply does not filter himself like his peers do.<p>Other people in his position adopt the public&#x2F;private persona and for the most part just plain shut up. They don&#x27;t tweet anything than platitudes, they don&#x27;t joke, they don&#x27;t speak with random people on Twitter. They probably do this to minimize their downside exposure, but that might not be very effective. Bezos&#x27;s bland Twitter feed hasn&#x27;t stopped anyone from making into a villain.<p>Musk OTOH, makes Monty Python references, fart jokes, strikes up random conversations, shittalks randos etc. Ie, things normal people do. So the downside is a deluge of tusktusktusking at his &quot;unstable&quot; behaviour, but the upside is that a lot of people like him because he comes across like a real person rather than a PR bot.
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codeulikeover 6 years ago
Bear in mind that per-kg-to-orbit, the Falcon Heavy is 50 times cheaper than the Space Shuttle.<p>edit: I think thats based on programme lifetime costs, if you look at incremental costs per launch its about 12 times cheaper -see <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=18706930" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=18706930</a><p>edit: OK maybe not the best two things to compare (although the original vision for the space shuttle was that it would launch all US payloads, due to projected re-usability). But FH is still way cheaper than any contemporary competitors, see <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=18706762" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=18706762</a><p>edit: I&#x27;ve been looking at old pics of the space shuttle and lamenting that its the only thing we&#x27;ve ever put into space that actually looked like a proper spaceship. <a href="https:&#x2F;&#x2F;www.bbc.co.uk&#x2F;news&#x2F;av&#x2F;science-environment-13719297&#x2F;unique-footage-of-endeavour-shuttle-docked-at-iss" rel="nofollow">https:&#x2F;&#x2F;www.bbc.co.uk&#x2F;news&#x2F;av&#x2F;science-environment-13719297&#x2F;u...</a>
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mabboover 6 years ago
While Musk has personally been a bit odd lately[0], SpaceX as a company seems to be in good hands with Gwynne Shotwell. They&#x27;re launching very regularly[1], haven&#x27;t had a customer-impacting failure in years[2] and they&#x27;ve got the market cornered. They have customers lined up for years, and continually make huge gains by reducing costs. They&#x27;ve got a head start by at least 5-10 years over all new entrants (Blue Origin, Electron, etc) and are massively undercutting the legacy competitors (ULA).<p>If I could invest in SpaceX, I would.<p>[0] I think he&#x27;s overworked and burned-out himself out but can&#x27;t recognize it. Who am I to judge- I&#x27;ve been there.<p>[1] They were going to launch about 20 minutes ago actually, but scrubbed at the last minute. They&#x27;ll probably launch it tomorrow.<p>[2] Two failures recently were Falcon Heavy middle core doing a dive instead of a landing due to running out of igniter fluid, and the much-watched booster &#x27;water landing&#x27; recently, where they fully recovered the booster afterwards. Both were successful launches.
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ArtWombover 6 years ago
SpaceX, UAL, Ariane and Blue Origin are all doing launches today. We really need a global manifest with updated real-time links to livestreams ;)<p>GPS III SV01 Mission<p><a href="https:&#x2F;&#x2F;www.spacex.com&#x2F;webcast" rel="nofollow">https:&#x2F;&#x2F;www.spacex.com&#x2F;webcast</a><p>New Shepard NS-10<p><a href="https:&#x2F;&#x2F;www.blueorigin.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.blueorigin.com&#x2F;</a><p>CSO-1<p><a href="http:&#x2F;&#x2F;www.arianespace.com&#x2F;mission&#x2F;ariane-flight-vs20&#x2F;" rel="nofollow">http:&#x2F;&#x2F;www.arianespace.com&#x2F;mission&#x2F;ariane-flight-vs20&#x2F;</a><p>Delta-IV NROL-71<p><a href="https:&#x2F;&#x2F;www.ulalaunch.com&#x2F;missions&#x2F;delta-iv-nrol-71" rel="nofollow">https:&#x2F;&#x2F;www.ulalaunch.com&#x2F;missions&#x2F;delta-iv-nrol-71</a>
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Already__Takenover 6 years ago
If the BFR happens they&#x27;ll be unstoppable. Not because of what that rocket is but for building a company that&#x27;s capable of producing something like that whilst operating a normal ongoing launch business.
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myroon5over 6 years ago
<a href="https:&#x2F;&#x2F;web.archive.org&#x2F;web&#x2F;20181218151517&#x2F;https:&#x2F;&#x2F;www.wsj.com&#x2F;articles&#x2F;elon-musks-spacex-is-raising-500-million-in-funding-11545142054" rel="nofollow">https:&#x2F;&#x2F;web.archive.org&#x2F;web&#x2F;20181218151517&#x2F;https:&#x2F;&#x2F;www.wsj.c...</a>
erikpukinskisover 6 years ago
Puts Elon&#x27;s net worth at around 27 billion!<p><pre><code> TSLA 59 B * 19% = 11.21 B SpaceX 30.5 B * 54% = 16.47 B Total: 27.68 B</code></pre>
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jeletonskellyover 6 years ago
Wish I could find some SpaceX shares on the secondary markets.
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m0zgover 6 years ago
$30B seems steep TBH. Consider that launch revenue last year was only $3B worldwide, and that&#x27;s revenue, not profit. Granted SpaceX owns a good chunk of that, and their margins are the best in the industry, but with another player arriving at the scene soon their dominance could be short lived.<p>OTOH, if their Starlink effort succeeds (a big &quot;if&quot;), and they capture a fraction of the global $1T internet access market, this $30B could be totally peanuts. But that requires some serious faith on the part of the investor.<p>Still, though, if I could invest, I would. This is as close to &quot;going to the moon&quot; effort as it gets these days, I&#x27;d rather bypass the government money black hole and fund it directly.<p>Elon, maybe run an ICO for this?
ineedasernameover 6 years ago
This increase in valuation doesn&#x27;t really seem justified, at least based on what&#x27;s occurred since its last one. It is roughly a $3 billion increase but SpaceX has underperformed its targets for 2018. It had a target of 30 launches this year, and has only seen about 20, roughly the same as 2017.
yaloginover 6 years ago
Can someone knowledgeable chip in on how effective a satellite based broadband network will be? Will it have enough throughput? How future proof will it be? How are updates&#x2F;upgrades done?
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tchenover 6 years ago
<a href="http:&#x2F;&#x2F;outline.com&#x2F;dNX9E4" rel="nofollow">http:&#x2F;&#x2F;outline.com&#x2F;dNX9E4</a>
pslamover 6 years ago
Valuations like this always remind me of this meme which went around when 37Signals had an absurd one of their own: <a href="https:&#x2F;&#x2F;signalvnoise.com&#x2F;posts&#x2F;1941-press-release-37signals-valuation-tops-100-billion-after-bold-vc-investment" rel="nofollow">https:&#x2F;&#x2F;signalvnoise.com&#x2F;posts&#x2F;1941-press-release-37signals-...</a><p>$500m sounds like a lot, but the 60:1 ratio says to me that the investors aren&#x27;t confident they&#x27;re getting their money back.
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mettamageover 6 years ago
I wish I could have invested. Does anyone know how to do it?
abadd0n6wover 6 years ago
How do you read the wall street journal articles for free?
czottmannover 6 years ago
De-paywalled article link: <a href="https:&#x2F;&#x2F;outline.com&#x2F;dNX9E4" rel="nofollow">https:&#x2F;&#x2F;outline.com&#x2F;dNX9E4</a>
robhunterover 6 years ago
Evaluation?
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sink_knobover 6 years ago
How much leverage is too much leverage? I guess we&#x27;ll find out.
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