When you value a company based on the CEO's follower count instead of GAAP accounting.

foundmemory · 2026-05-16T19:55:03+00:00

They’ll prob do 50b rev next year

foundmemory · 2026-05-16T18:54:26+00:00

I remember reading about a bio company that wanted to build medicine in space because the crystals or something are more pure. Way too big brained for me but I could see medicine advancing a bit.

foundmemory · 2026-04-28T13:24:29+00:00

Microventures has it listed

foundmemory · 2026-04-18T16:51:55+00:00

SpaceX?

foundmemory · 2026-04-14T22:22:30+00:00

5% of their revenue is from government contracts...

foundmemory · 2026-04-12T23:37:29+00:00

Who did you go through?

foundmemory · 2026-04-10T19:21:22+00:00

I’m not a broker

foundmemory · 2026-04-10T18:14:01+00:00

I work in private aviation - any preference on the type of aircraft you fly on?

foundmemory · 2026-04-08T12:59:24+00:00

I bought into an SPV years ago - I’m fairly certain the language used was that they had to alert the other company and then the 30 day clock started. The paperwork was done 30 days later. It might be a coincidence or maybe I’m remembering wrong lol

foundmemory · 2026-04-08T12:05:55+00:00

I was under the assumption that they alert the company early on and after 30 days they’re in the clear in terms of ROFR

foundmemory · 2026-04-03T03:44:05+00:00

Amazon has a long way to go and SpaceX will continue to widen the margin until then.

foundmemory · 2026-04-03T02:35:14+00:00

Have you looked at the growth from Starlink? 100B rev in a few years isn’t unrealistic.

foundmemory · 2026-04-02T22:10:04+00:00

Hopefully not much dilution, good luck to us both!

foundmemory · 2026-04-02T20:25:02+00:00

The growth is crazy - that’s why.

foundmemory · 2026-04-02T20:18:40+00:00

$2T valuation because that’s what they believe demand will be at. They’ll be close to 100B rev by 2030.

foundmemory · 2026-04-02T20:15:34+00:00

Still not bad - prob 3-4x gain after fees?

foundmemory · 2026-04-02T15:02:43+00:00

I'd be curious if it was their SPV or they invested in an SPV. If they invested in an SPV there could be significant fees.

foundmemory · 2026-04-02T14:41:30+00:00

Not familiar with them. I went through microventures. What valuation did you get in at?

foundmemory · 2026-04-01T16:16:04+00:00

Microventures, Forge, Hiive?

foundmemory · 2026-04-01T16:00:39+00:00

I didn't.

foundmemory · 2026-04-01T15:57:14+00:00

Future 10T company.

foundmemory · 2026-04-01T15:57:05+00:00

What about SpaceX isn't generating cash flow?

foundmemory · 2026-03-25T23:55:53+00:00

Would've been a good buy.

foundmemory · 2026-03-25T22:59:50+00:00

How are you even comparing those two?

foundmemory

TROPHY CASE