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A comment on Google will pay SpaceX $920M per month for compute. Parent comment

Re:Google will pay SpaceX $920M per month for compute by davedx on Saturday June 06, 2026 @02:19PM (#48427510)
Eh, Tesla had a relatively normal growth company valuation for a while when they were growing strongly. The problem is the stock still hasn't compressed the multiple back down as growth stagnated... because the market swapped out "valuation based growth" for "call option on robotaxi success" at the blink of an eye.
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Re:Google will pay SpaceX $920M per month for compute by WarmWash on Saturday June 06, 2026 @08:10PM (#48430460)
Robotaxi failed so now it's Optimus bots.
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Re:Google will pay SpaceX $920M per month for compute by maxlin on Sunday June 07, 2026 @01:07AM (#48431998)
Failed? When? It's not doing too bad last I checked. While the competition flounders.

Robotaxi is the next great growth thing. After that, it's Optimus.

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Re:Google will pay SpaceX $920M per month for compute by sroussey on Saturday June 06, 2026 @11:07PM (#48431394)
The truly terrifying thing is that someone could short the Musk companies, and with one bullet can cause them to drop 50-90% right away (thanks to meme-ness). And they are valued so high that such a person could make billions overnight, maybe 10s of billions. Terrifying to be Must or anyone that shares a car or plane with him.
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Re:Google will pay SpaceX $920M per month for compute by simondotau on Sunday June 07, 2026 @04:21AM (#48432923)
Add that to the litany of reasons why shorting should be illegal. There is some value to shorting, but it doesn't justify the consequences.
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Re:Google will pay SpaceX $920M per month for compute by gowld on Monday June 08, 2026 @02:34PM (#48449439)
And also, longs? The war in Iran has actually killed thousands of people, for market-manipulation purposes.
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