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.
▶SpaceX Isn't a Rocket Company Anymore. It's an AI Company
Following the money behind SpaceX's AI buildout, and what it means for the business.
▶ Watch on YouTubeComing soon: Could SpaceX and Tesla merge?
The case for and against combining SpaceX and Tesla, and what a merger could be worth.
Subscribe for the releaseComing soon: The Starship catch
What catching Starship means for full reusability, launch costs and the SpaceX business.
Subscribe for the releaseWhat the channel covers
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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