Oren Etzioni says SpaceX's record-setting IPO valuation is pricing in three unproven bets at once, suggesting the deal embeds substantial execution risk. He argues the Tesla playbook does not apply at this stage, framing the valuation as overly optimistic relative to the company's current proof points.
Oren Etzioni says SpaceX's record-setting IPO valuation is pricing in three unproven bets at once, suggesting the deal embeds substantial execution risk. He argues the Tesla playbook does not apply at this stage, framing the valuation as overly optimistic relative to the company's current proof points.
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