Probably shouldn’t focus on the short term stock movements.
If the Fed turns on the money printer, the stock prices will go up.
I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.
Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.
Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.
Feasible, yes. Practical, hard to say. Good idea, yes.
RISC-V is open-source architecture based in Switzerland (although it started in University of California).
One thing going for it is China is spending billions a year towards RISC-V adoption so they do not get sanctioned by the US. You need money and engineers working on it towards these type of open source to compete with existing players.
Are you referring to amortizing the costs of development
Yes, I was thinking more amortizing the costs of development which will definitely get cheaper the more launch happening, but I guess it’s also possible for optimization of production, although I’m not expecting much from that.
Arianespace hasn’t publicly disclosed the cost for an Ariane 6 launch, although it’s likely somewhere in the range of 80 million to 100 million euros, about 40 percent lower than the cost of an Ariane 5. This is about 50 percent more than SpaceX’s list price for a dedicated Falcon 9 launch.
With more launch, the price per rocket should decrease, but making it cost competitive will be an important mission if EU wants to launch hundreds of satellites in the future.
Somehow, I don’t think MAGA cult will buy electric vehicles in quantities needed to offset even a fraction of people who used to buy Tesla.