THRUSTONOMICSTHRUSTONOMICS
SpaceX, Tesla and AI, broken down through a finance and investing lens. Less hype, more math.
Videos
Long-form breakdowns from the channel. Subscribe on YouTube to catch the next one first.
▶The Math Behind AI Data Centers in Space
The launch-cost and cooling math behind putting AI data centers in orbit.
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▶Can Democrats Actually Put Elon in Jail?
What a Democratic Congress could mean for Elon, SpaceX, and Tesla.
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▶Why a Tesla/SpaceX Merger is Imminent
Why merger talk is heating up, and the catch that could decide the timing.
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▶Will SpaceX Make $1T Next Year? (Wall Street Says NO)
Musk's trillion-dollar SpaceX claim vs what Wall Street actually models.
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Every video starts with the numbers: revenue, costs, valuations and the assumptions behind them.
SpaceX
Starship economics, launch cadence, Starlink subscriber math and what a private valuation really implies.
Tesla
Margins, deliveries, energy storage, autonomy and robotics, and how each line moves the valuation.
AI
The compute buildout, data center capex, chips and power, and who actually captures the profits.
Investing lens
Bull and bear cases side by side, with clear assumptions so you can run your own numbers.
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