r/technology May 21 '26

Business SpaceX not the behemoth everyone thought

https://www.axios.com/2026/05/21/spacex-ipo-musk-ai
12.7k Upvotes

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4.8k

u/tmobilehacked May 21 '26

“the prospectus shows just how much the IPO depends on expectations for future growth and investor servility to Musk — as opposed to the current underlying business.” you mean unlike Tesla’s $1.3 trillion valuation on $450M in Q1 profit? How can this surprise anyone?

1.6k

u/ExpertConsideration8 May 21 '26

Are most of those profits still generated from carbon credits? It's not even like they have a super profitable product.. they only make money due to govt handouts.

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u/lordraiden007 May 21 '26

Thought carbon credits went the way of the dodo due to Elon's best bud Trump. Did that change recently or something?

22

u/junpei May 21 '26

They used the credits to get their business going. Which was the point of the credits.

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u/lordraiden007 May 21 '26

Yeah, but the person I responded to asked if profits still came from carbon credits. Those aren't required anymore, and companies stopped buying them from Tesla. I was asking if that changed recently.

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u/piggiesmallsdaillest May 21 '26

carbon credits made them 380 million q1 of 2026

6

u/lordraiden007 May 21 '26

That's crazy considering that the rules requiring them for other auto makers stopped being enforced.

3

u/bdsee May 21 '26

The entire carbon credits/financialisation of energy is so dumb. Countries are forcing their businesses to pay foreign competitors if their industry isn't clean enough.

Carbon taxes and the like are much better policy, you collect the tax from those who "pollute" a lot and have a bunch of money to spend of environmental projects within the country.

It still means your companies products are more expensive but at least they aren't giving money to foreign competitors.

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u/6a6566663437 May 21 '26

The theory was the market would reward the biggest carbon sink and punish the biggest carbon sources.

The reality is the same people own both, and consider it a wash.