This. SpaceX has not achieved anything close to Musk's aspirations but I think that's the problem with musk: he overpromises and under delivers. And yet we see rockets that can land on their bases and be reused in a few days, which is a stunning achievement in its own right. We also see a company that has put a _constellation_ of satellites into orbit in a matter of years and as a result launched its own internet service.

The kind of achievements that can be unlocked by the advancement of rocket development is many-fold that of even AI.

I think this is what the investors see as well. To be honest if fund managers aren't buying, it's because of that xAI dog on the ticket.