SpaceX IPO valuation drops under $180B due to xAI dissolution concerns

Market overview

The dissolution of xAI as a separate entity and its reliance on Anthropic for compute revenue will reduce SpaceX's perceived growth potential in AI. Investors will demand a lower valuation in the IPO due to weaker differentiation and higher risk.

earnings prediction market

Implied probability (Yes)

72%

Source: user-generated

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