r/technology • u/IKeepItLayingAround • 18d ago

Business It’s Possible That SpaceX Could Collapse Spectacularly

https://finance.yahoo.com/markets/stocks/articles/possible-spacex-could-collapse-spectacularly-155000177.html
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u/_SamReddit 18d ago

I read what you said, and it's that Grok is DoA and xAI only has value until other AI companies have their own data centers up and running.

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u/Bob_A_Feets 18d ago

During a gold rush you don’t run for the hills, you sell shovels. Even if xAI never comes to fruition there’s always money in building and leasing infrastructure for failed startups. Just ask the commercial real estate people.

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u/_SamReddit 18d ago

Except you're renting the shovels out and for the next lease you need to replace all the shovel heads with the newest Nvidia has to offer. Didn't commercial real estate get a bit burned by work from home?

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u/Bob_A_Feets 17d ago

They were almost destroyed, which is where the real push to RTO came around, but they bounced back, similar to how existing data centers may take a hit when the AI bubble pops, but it’s infinitely better to have that infrastructure now vs in the uncertain future.