Re:Google will pay SpaceX $920M per month for compute
by amluto on Saturday June 06, 2026 @12:50PM
(#48426715)
I am comparing SpaceX’s datacenter-and-GPU leasing business to aircraft leasing.
It’s possible, and common, for one large company to have multiple business lines, each worthy of a very different P/E multiplier. In principle you end up with a weighted average of some sort.
edit: Matt Levine has some great articles about this phenomenon and how some companies try to juice it.
It’s possible, and common, for one large company to have multiple business lines, each worthy of a very different P/E multiplier. In principle you end up with a weighted average of some sort.
edit: Matt Levine has some great articles about this phenomenon and how some companies try to juice it.