positr0n
Joined 16 years ago
Joined 16 years ago
Global space launch market is 6.5B in 2026. Even the total global satellite market is only 23B in 2026.
You have to assume some pretty large numbers for YoY growth, market share, and profit margin to get to 2T valuation.
The implication was they could have contained it at the surface, sucked it up and treated it to remove oil from the water.
I've always wondered about this. Do that many people just vote for one or two races? If you're there why not vote the whole ballot.
In a merger you can take as long as you want to go from
1. Two separate companies except at the end of the quarter we add their revenue and expenses together in a spreadsheet to transition to
2. One fully integrated organization
And usually you are becoming more efficient and saving time and money as you integrate.
Splitting a company needs to happen quickly or you'd get all sorts of weird effects where coworkers are ostensibly competitors whilst sharing resources during the transition. And you have to expend a huge amount of effort. Just a couple random complex systems that need to be untangled off the top of my head: physical property and leases, IP space for every IT service you run, multi-year contracts with every vendor from janitorial to SaaS, multi year contracts with customers depending on how the split goes, and of course all the intermingled finances and HR and spreadsheets every company in the world lives on. I'm sure there's thousands more considerations.
I agree antitrust is a big problem that needs to be solved. But "it should be the same amount of effort to merge and split a company" is just fantasy.
Everyone knows what water and electricity are, the vast majority couldn't explain what service AWS provides.
You feel a stock is overvalued and you short it. You feel a stock is undervalued and you buy it. What's the difference?
Notice the story has cubicals, how nice! Most these stories are pretty old. I suspect because there are less jobs in some big F500 campus with colocated engineering, accounting, etc and a unionized manufacturing plant all in the same place.
Is the hope that power will be cheaper because solar panels have direct and continuous exposure to the sun?
Total spend is higher. And if your $20 tricket breaks you're less likely to bother to return it if $20 doesn't mean that much to you. Plus other reasons I'm sure.
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