this post was submitted on 13 Jul 2025
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Tesla and to a lesser degree spaceX are where the money comes from.
Everything else, Twitter, xAi, the boring company are all vanity projects.
We're seeing the start of the tipping point. Tesla is being substantially harmed by his personal fuckery, but it's always been a meme stock, so the price is much higher than it should be. This means that when the crash finally comes it should be extremely messy.
SpaceX is already being used to bail out xAi - if Tesla was healthy musk would rather use it's funds instead - and with musk fighting with Trump they could get some contracts wiped out. They've got enough actual products (star link) without competitors that they're probably safe for now.
Look up ASTS. They do satellite communications with better technology. Only 5 satellites to cover North America instead of the massive constellation Starlink requires.
They have contracts with the major NA cell services and contracts in place for other regions once they launch more satellites.