Nicolas Owens

speaker

290 appearances 3 recordings 3 series first heard Jun 2026 last heard 22 Jun

Nicolas Owens’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 3.

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The Rundown · What’s SpaceX Really Worth? This Analyst Says $63 a Share · 22 Jun 2026 podcast

The way I interpret it is the company has a cost advantage in its ability to put stuff into space.

And they kind of rinsed and repeated that many, many, many times, many more times than any competitor.

And so there's a possibility that they could have a data center in space that has an operating cost, slight edge compared to terrestrial because the solar energy is free and the cooling is free.

So let's sort of,

Leave that as the depth of the science that we would get into.

If you so if you believe that and you believe that it's compelling, let's say from a financial point of view, that's one scenario that we modeled.

And I think that's the scenario that the market is assuming is totally true.

And that's where you get to the, you know, one hundred seventy dollars on the first day and two hundred something a day.

as a share price.

We valued that scenario at $154 a share.

The problem is it's not 100% likely to be that way, right?

So the two things that need to happen are Starship, the giant new model rocket, the top part of that has to be reusable

In order for them to launch all these satellites, they have put in a permit request for up to a million data center satellites, which I think is a bit high.

You don't need that many for it to work.

But thousands of satellites, they need to launch these like hundreds of launches a year, like more than one a day.

And that requires the Starship to be able to relaunch quickly, not like after six months having all the tiles replaced or what have you.

And so that's not proven.

They just did a test run of Starship.

They didn't reuse the top portion.

And so we'll see in the next year or two how the engineering plays out.

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