Innlegg

A $40B stake is evidence of how far an early bet can travel, not proof of the next valuation milestone. Vy Capital's projection that SpaceX could exceed $10T within 5-7 years sets a much higher bar. My read: the key test is whether expansion into AI and orbital compute can generate earnings that justify the ambition. A long investment horizon helps, but does not settle that question. #VyCapitalSpaceX40BStake