אשמח לשמוע מחשבות שלך על PLTR, U, RKLB.
Sure, I don't have any numerical models, I just go by my general impression.
PLTR
Yeah, it's pretty opaque, it just seems they provide a valuable product to companies and governments, they seem to be growing at a good rate.
There's that whole sort of venture-capital side of their business where they invest in startups that use their product, businesses that they're intimately familiar with.
There's the recent crypto news, I don't think it's that correlated to actual crypto-based profits, but there's a connection, and there's the work they're doing for the SEC.
Overall it seems like they're attracting top talent.
And there's a lot you can say about Peter Thiel, but he's no fool, and I can get behind at least some of his ideology.
U
It's basically only them and Unreal as far as game engines are concerned, and I wouldn't mind owning Unreal too, but they're not public.
I work in animation and there's a big push toward real time game engines recently, for virtual production, motion capture, even rendering, so while Unreal has a lead in visuals, Unity is good enough for some of the projects we're working on, though I'm not sure what the monetization plans are for these tools right now.
As far as I know Unity is the engine of choice for the more indie, casual side of things, and they recently announced a bunch of tools for analytics, monetization, player acquisition, etc.
I think they might also have potential in making their own game store, and making more money off selling assets to hobbyists.
RKLB
I don't think they'll ever compete head to head with SpaceX, but I think they have a potential to be a solid number 2.
They're developing their own booster reuse tech, they're developing a Falcon-9 sized rocket to launch satellite constellations for customers that don't want to fund their competitor directly, they have the whole satellite thing where they can help build custom satellites for clients, which SpaceX isn't really doing, and they're capable of launching from outside they US.
They're valued at fraction of the price of SpaceX right now, so I think there's plenty of room to grow, with the space sector potentially taking off in the near future.
I think the traditional space launch companies are too slow to develop reusability, except for maybe China, so I don't think there's going to be much real competition.