SpaceX IPO valuation drops below $150B due to xAI dissolution

Market overview

xAI’s dissolution prior to SpaceX’s IPO and its reliance on Anthropic for compute raise doubts about xAI’s standalone value. Investors may discount SpaceX’s valuation by at least 15% due to reduced AI revenue visibility and operational uncertainty.

earnings prediction market

Implied probability (Yes)

72%

Source: user-generated

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