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Is SpaceX — not Tesla — actually Elon Musk’s most valuable company?
For SpaceX to beat Tesla’s $1.4 trillion valuation, it would need to be worth north of that number. And the data points in that direction. SpaceX controls nearly 89% of all satellites, a figure projected to move into the 90s by 2027. In almost any other industry, that level of dominance would trigger antitrust action. But here, the government depends on SpaceX for access to space. The rules don’t apply.
Musk himself admits that 90% of Tesla’s value should come from robots, which is an implicit admission that the car business alone isn’t worth $1.4 trillion. Tesla has competitors everywhere. BYD. GM. Ford. Rivian.
SpaceX has almost none. Blue Origin, at best. Tesla operates in a regulated, competitive market. SpaceX is the market.
If Tesla’s core business is only worth a fraction of its valuation, and SpaceX controls 95% of its industry, the conclusion becomes uncomfortable:
SpaceX may already be worth more than Tesla — and possibly more than Netflix and Boeing combined.


#ElonMusk #SpaceX #Tesla #BusinessStrategy #MarketPower