Santiago R Santos
Sum of the parts on SpaceX makes more sense every day. ~2x Anthropic’s valuation with diversified...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The valuation of SpaceX is viewed as increasingly attractive at approximately double that of Anthropic, driven by diversified revenue from Starlink cash flows and launch services. The company is expanding its "sum of the parts" value through a partnership between SpaceXAI and Cursor to train the Grok 4.5 AI model. Benchmarking data shows Grok 4.5 competing closely with models like Opus 4.8 and GPT-5.5 across technical performance metrics.

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About Santiago R Santos
Santiago R Santos

Santiago R Santos

By santiagoroel

founder @inversion_cap | posts are not investment advice