Billionaire Grantham Predicts 90% Collapse Probability for SpaceX, Questions $2 Trillion Valuation on July 8

According to BlockBeats, billionaire investor Jeremy Grantham on July 8 questioned SpaceX's $2 trillion valuation, stating he has "90% confidence" the company will ultimately collapse. He disputed the company's AI narrative and fire Mars plans, arguing that allocating 90% of serviceable market to AI is "unbelievable" and that SpaceX's AI products cannot compete with OpenAI and Anthropic.

However, mainstream Wall Street institutions remain optimistic on SpaceX. Goldman Sachs, JPMorgan Chase, and Morgan Stanley have issued positive ratings, expecting Starship, Starlink, and AI business to drive future growth.