THRUSTONOMICSTHRUSTONOMICS
SpaceX, Tesla and AI, broken down through a finance and investing lens. Less hype, more math.
What 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.
Latest & upcoming videos
New breakdowns are in production. Subscribe on YouTube to catch them first.
The AI Buildout Nobody's Pricing In
The scale of AI infrastructure spending, and what the market may be missing.
The Double Catch and the $40 Billion Bet
What full Starship reusability could mean for launch costs and the business behind it.
Starlink Mobile vs AT&T, T-Mobile & Verizon
Can direct-to-cell satellite service compete with the big 3 carriers? We run the numbers.
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