Patrick Boyle
speaker
346 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Patrick Boyle’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Like, what's going to be so exciting?
Like, something's going to have to dramatically increase growth or, you know, you have to have another massive forced buyer out there.
Essentially a bunch of things that were bubbles that all blew up.
Like, you know, to talk about, to be like, oh, it's a lot like investing in railway a couple of hundred years ago.
It's like, and how did that work out?
Or the dot-com bubble.
Isn't that what they call the dot-com bubble?
Right.
So it's a lot like many bubbles in the past in that the price could go up before it finds, you know, before gravity has its effect.
But if you think through, what would the other AI companies be worth?
Because this is the smallest one.
This is 3.5% market share.
You don't want to own space.
The reason they have to say that it's an AI company is just that the only thing that's kind of sort of profitable is the satellites, the satellite internet thing.
But that can only grow so much, right?
It's only ever going to get so big.
So you can't justify its current trillion plus dollar valuation on satellite internet.
The rocket launch business, you know, it's worth noting that that loses money and that most of the launches are launching their own satellites.
So when people even point out that the satellites are profitable and the launches are unprofitable, that's sort of like McDonald's saying, well, we're
profitable on the hamburgers, but we're losing money on the buns.
Showing 61–80 of 346 · page 4 of 18
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