Dair enough and depending on your age, having something at this life "stage" (see what I did there), it might not make sense for your portfolio. We have been in it for 8 years but even recently bought at the last round ($800b). It has been. A whopper of a homerun for us. We're locked up still so we'll see where it pans out to be once the early vol is gone.
If the analogy that he is building the modern day railroad (to space) and he remotely hits his goal of 3 flights per day by 2030 (which I think is highly unlikely but I also didn't realize they launched every other day in 2025), it will work. He just leased a portion of his compute power on earch for $25b a year.
He is building a plant to make his own chips. He has the starling sats and will have the version 3's in the next 6 months. As he said on a webcast with JPM clients, building a datacenter in space is much easier than these satellites. Then zero cooling costs, 100% free power, etc...that is a massively better solution for the world than building these behemoth data centers on earth. Should be the low cost provider in that space (see what I did again).
Good luck to all.