DeepStack Season 0
The site

FIN · T13

SpaceX after the IPO: exit liquidity, or the next ten-bagger?

SpaceX’s $75 billion IPO puts AI infrastructure inside a profitable Starlink shell. The capacity looks plausible; the operating proof has not reached the meter.

Questions 4Open 4Call held 0Call missed 0

Exit liquidity

read as warning

4 voices

The number is real

read as entry

2 voices

The questions

  1. Settles Jan 1open

    Quarterly deployed gigawatts will test the roughly 10 GW site plan against 0.4 GW operating now.

  2. Settles May 1open

    Anthropic’s $1.25B monthly commitment expires; payment durability will test contracted AI demand.

  3. No date yetopen

    Bond pricing will show whether lenders still trust Starlink to carry AI spending.

  4. No date yetopen

    A third trillion-dollar cash-burning listing would test Kevin Gee’s market-capacity concern.

Read the Part Open in the reader