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Sharp Tech
A podcast about understanding how technology works and the way it is changing the world, hosted by Andrew Sharp and Ben Thompson.
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(Preview) SpaceX Hype and the Elon Bargain, Nvidia and the Neoclouds, Q&A on Dropbox, Google, Ferrari Luce Backlash
SpaceX’s proposed $2 trillion valuation strains against $18.6 billion of revenue, a $4.9 billion loss, and slowing growth, yet Musk repeatedly turns belief into infrastructure capital.The IPO offers venture-style upside and possible total loss; Starship, orbital cooling economics, and whether NVIDIA’s neocloud customers survive normalized supply remain key risks.