<story><title>SpaceX&apos;s Valuation Climbs to $25B with New Funding Round</title><url>https://www.bloomberg.com/news/articles/2018-04-12/spacex-s-valuation-climbs-to-25-billion-with-new-funding-round</url></story><parent_chain><item><author>cornholio</author><text>I would like to have a piece of that for wholly non-hype reasons. The space business is limited but the bussiness potential for Starlink, an integral part of the company, is simply monstrous.&lt;p&gt;If it pans out, Starlink can disrupt a massive, $1 trillion&amp;#x2F; year telecom market that is itself booming. Depending on how well they can productize long-term (miniature receivers embedded in laptops, tablets etc.) they stand to capture whole percentage points or even tenths of that market, giving Starlink itself a valuation in the trillions.&lt;p&gt;It&amp;#x27;s also an ultra-high moat business, a truly global monopoly. Once you have 12.000 sats in the sky amortized and own the only launch service capable of servicing them, you are impossible to budge.</text></item><item><author>foota</author><text>Honestly, I think this might be one of the only companies I know of recently where I&amp;#x27;ve gone &amp;quot;huh, that seems like a low valuation&amp;quot;. Is this a hype factor or do knowledgeable others feel similarly?</text></item></parent_chain><comment><author>Tuna-Fish</author><text>&amp;gt; (miniature receivers embedded in laptops, tablets etc.)&lt;p&gt;Not possible because of physics. Unless they branch into a completely different portion of the spectrum with all-new satellites and some communications tech that is as of yet unknown, they really cannot miniaturize the receivers.</text></comment>
<story><title>SpaceX&apos;s Valuation Climbs to $25B with New Funding Round</title><url>https://www.bloomberg.com/news/articles/2018-04-12/spacex-s-valuation-climbs-to-25-billion-with-new-funding-round</url></story><parent_chain><item><author>cornholio</author><text>I would like to have a piece of that for wholly non-hype reasons. The space business is limited but the bussiness potential for Starlink, an integral part of the company, is simply monstrous.&lt;p&gt;If it pans out, Starlink can disrupt a massive, $1 trillion&amp;#x2F; year telecom market that is itself booming. Depending on how well they can productize long-term (miniature receivers embedded in laptops, tablets etc.) they stand to capture whole percentage points or even tenths of that market, giving Starlink itself a valuation in the trillions.&lt;p&gt;It&amp;#x27;s also an ultra-high moat business, a truly global monopoly. Once you have 12.000 sats in the sky amortized and own the only launch service capable of servicing them, you are impossible to budge.</text></item><item><author>foota</author><text>Honestly, I think this might be one of the only companies I know of recently where I&amp;#x27;ve gone &amp;quot;huh, that seems like a low valuation&amp;quot;. Is this a hype factor or do knowledgeable others feel similarly?</text></item></parent_chain><comment><author>Symmetry</author><text>You&amp;#x27;ll need a pizza box sized dish to receive from Starlink.  We&amp;#x27;d have to wait for a hypothetical Starlink II or such before receivers in laptops become practical.</text></comment>