PERSON DIRECTORY
Christian Garrett
Christian Garrett appears in 1 indexed conversation across Sourcery. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
SpaceX, Palantir, Anduril & Onodrim | The Return of Conglomerates
SpaceX’s roughly 160% Q3 revenue growth and sub-12-month compute paybacks bolster Garrett’s view of a vertically integrated hyperscaler with several growth engines.He places SpaceX at roughly 20–30× EBITDA on a $2 trillion valuation, while arguing that ownership across applications, models and infrastructure offers flexibility as AI economics shift.The thesis still hinges on uncertain future demand and financing; Starship’s expected order-of-magnitude launch-cost reduction could open new businesses, but full reusability remains a key economic milestone.