SpaceX Is a Compelling Investment, Gerber Says

I don't even know how much, uh, usefulness it is. Even go through some of the numbers on a quarterly basis, backwards looking. I know a lot of investors are looking to figure out kind of whether Starship sort of fulfills that promise and whether what's going to be attached to these rockets, presumably, uh, whatever sort of servers and other sort of, uh, orbital data center type of equipment are going to be along for the ride sometime soon.

Well, I think it's going to be sooner than what people think. Judging from the last Starship flight that we saw, which I would consider pretty successful. And and when you look at the size of this thing and the fact that they're now getting it in and out of space without exploding and landing pretty well into the water, um, we're pretty close to having a reusable massive rocket ship, other than many of the technology challenges that they still face.

To get this to work, let's say over and over again in scale. But just the fact that they've gotten this far is very encouraging, and I don't think people should doubt whether or not this is actually going to happen. And she just went, yeah.

And I think that seems to be the consensus. And we certainly seen some degree of a proof of life with regard to that ship. The question, though, becomes, uh, in terms of monetizing this further beyond just being sort of a taxi service, if you will, uh, into space, uh, how much of this gets monetized by space itself with regards to what it's able to put there?

And that flows back into the company for its own, uh, for its own coffers? Yeah. And I thought it was interesting because I thought the most important announcement from SpaceX was their deal with Nvidia to build these, you know, they're calling star mine, uh, data centers in space.