2025-12-08 07:24:20

Cathie Wood's team just did something wild—they dropped an open-source valuation model for SpaceX. Yeah, you read that right. Open. Source.

ARK Invest partnered with Mach33 on this one, and the numbers? Absolutely bonkers. They're projecting SpaceX could hit a $2.5 trillion valuation by 2030. Not a typo. Trillion with a T.

But wait, it gets crazier. If Mars colonization actually takes off (pun intended), they're calling for $12.5 trillion by 2040. That's the kind of exponential growth that makes early Bitcoin charts look tame.

The model's out there for anyone to dig into now. No gatekeeping. You can stress-test their assumptions yourself—launch costs, revenue per mission, satellite economics, the whole nine yards.

Whether you think Cathie's being too bullish or not, one thing's clear: when institutional players start throwing around trillion-dollar valuations for space infrastructure, it's worth paying attention. The same way people should've paid attention when she was talking about Bitcoin at $600.

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ChainBrain

· 12-11 07:19

Katherine is at it again, this time directly open-sourcing the SpaceX valuation model? Alright, it seems there's really nothing to hide anymore. From 2.5 trillion to 1.25 trillion... If Mars colonization really happens, who will still care about Earth's GDP? Speaking of which, when she called Bitcoin for 600 yuan back then, some people didn't listen. Now she's switching to rockets and satellites, and she's going all in again? But I have to admit, this attitude of openly sharing the model for everyone to calculate themselves is pretty interesting, much better than organizations that hide everything all day.

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quietly_staking

· 12-11 01:24

Open-source model? Cathie is really ruthless—she allows everyone to verify her logic directly... But the jump from 2.5 trillion to 12.5 trillion is indeed a bit outrageous.

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gas_guzzler

· 12-09 11:20

Kathy is really bold this time, directly open-sourcing the SpaceX valuation model... 12.5 trillion? Even naan isn't this big.

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consensus_whisperer

· 12-08 07:54

2.5 trillion? Haha, Cathie is doing what she does best again... I have to say, this open source move is pretty bold, putting everything on the table for everyone to verify. If Mars colonization really gets going, then the numbers will be truly outrageous—12.5 trillion... But history always shuts up the skeptics. Where are the people who criticized her when Bitcoin was $600 now?

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OPsychology

· 12-08 07:51

The Mars colonization part is really crazy—if it actually happens, it would be unbelievable. Cathie’s move to open source the model this time is pretty bold.

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CryptoPunster

· 12-08 07:43

Open-source valuation model? Sis, is this a hint that we've all been taken for a ride before? LOL, $2.5 trillion isn't enough? Guess we have to colonize Mars before we wake up from this dream. Come on, it's still a long way to 2030—let's clear up the accounts for 2024 first. She said when Bitcoin was $600, I didn't have any money. Now she's talking about SpaceX at $2.5 trillion, and I'm still broke as hell. But I have to admit, open-sourcing the model is a slick move—it's like saying "Check the numbers yourself, don't blame me if you lose money." If Mars colonization actually happens, then maybe that valuation isn't just a fantasy. The problem is, we haven't even fixed things on Earth yet. These big shots always make things look scary, but once you run the numbers, it's not that sexy. Cathie is still Cathie—her investment logic is always five years ahead of the market, and her wallet is always five steps ahead of her brain.

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CompoundPersonality