Grantham Calls SpaceX AI Product Third-Rate and Questions Valuation Support
2026-07-08 04:08:23
Jeremy Grantham pushed back against what he described as sustained market enthusiasm, reiterating his long-standing reputation for warning about bubbles. According to Jin10, Grantham said SpaceX's AI product was "third-rate," argued that the company's Mars plan did not align with basic physics, and said the valuation lacked a solid foundation.
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