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🎈‼️🔥 🙈 Jonas, Jonas, I like Jonas 🙆‍♀️ Just when I thought we were cruising nicely, Jonas happened. I also heard him egquza uGeneral Leshabane 😭 Judge Ratha now he says he has to go a read the law about the recusal of an interpreter 🥱

14,093 просмотров • 2 месяцев назад •via X (Twitter)

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NEWS: SpaceX puts payloads into orbit for about $1,000 per kilogram, roughly 20x cheaper than the industry, Morgan Stanley's Adam Jonas says The industry average runs close to $20,000 per kilogram. Adam Jonas, Morgan Stanley's global embodied AI and robotics strategist, laid out the model on CNBC. He says SpaceX is simpler to model than people expect. Three businesses stack on each other. Launch buys pole position, which Jonas calls real estate in low Earth orbit. That position made Starlink possible. Starlink runs near 50% margins and throws off the cash. The third leg is AI, which barely existed a year ago. Jonas models it as revenue per watt. Then comes the bill. He models close to $700 billion of outside funding, about $84 billion a year, with SpaceX not cash flow positive for roughly a decade. Jonas did not soften the risks. He told viewers to expect an anomaly, an explosion and a very bad day for the stock. He named adversaries in orbit, space debris, AI competition and key man risk. On whether the engineering is the hard part, Jonas said "I'm tempted to say it's not rocket science, but it actually is." Fun fact. Jonas met Elon Musk in 2008, at SpaceX. He has said the meeting rewired him. He then spent 17 more years covering cars, built his name on Tesla and walked away from autos in 2025. 18 years after that first meeting, the company that rewired him is the one he now covers. (Source: Adam Jonas on CNBC, July 8)

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72,213 просмотров • 1 месяц назад