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Solvent, But Not on Schedule
The system can afford the losses. What it may not afford is the timeline — and the same compression that broke SaaS marks is already climbing toward the trillion-dollar IPOs.
The Clearing Price
Airtable grew revenue 20% and sold for 89% off. The argument left is not whether $3.8 trillion of private equity reprices — it's how fast, and who absorbs it.
A Constellation Is Not an Annuity
Fiber is dug once and collects rent for thirty years. Starlink has to rebuild its entire revenue-generating base every five. That difference is the whole story.