… No, I mean, on the face of it it’s a surprising claim. Why do you think it is valuable? What is the market?
According to an AI I asked, about 50% of that value is Starlink, with space launches and AI making up about 25% each.
The Starlink business depends on their cheap space launch tech, so using these rough numbers capability I'd say it is worth 75% of the company, or $1400B.