Laniakea Research has turned the models behind its investment decisions into free web tools: one for Tesla's robotaxi business and one for SpaceX's orbital data centers. Open them, change our assumptions, and see for yourself what has to be true. Why we moved from Excel to the web For a long time our models lived in Excel workbooks. They worked for us, but they were slow, cumbersome and hard for anyone else to explore. You had to download a large file, find the right input ce

This report examines the physical, operational, and financial viability of space-based high-performance computing, focusing on SpaceX’s disruptive launch and satellite manufacturing infrastructure. By evaluating the newly disclosed AI1 satellite design against traditional ground-based facilities, this analysis maps the near-term economic parity, long-term total cost of ownership advantages, and ultimate valuation of orbital data center networks. Ultimately, we outline how sca

The prevailing narrative evaluates the risk of this boom almost entirely through the lens of technological viability. We argue the exact opposite: the technology will likely continue to deliver genuine productivity gains, but the macroeconomy may simply fail to absorb its success.

For the past century, human cognition has functioned as the ultimate binding constraint on global progress. As a commodity, it was inherently unscalable: to organize code, synthesize legal frameworks, or manage complex systems, one had to procure human labor on a 1:1 time-value basis. We are currently witnessing the end of that era. The emergence of high-reasoning models signals the first true Industrialization of Cognition, a structural shift that is rewriting the foundation

Tesla’s current market capitalization remains a puzzle for traditional automotive analysts. While core vehicle delivery growth has recently flatlined, the company continues to trade at a valuation that dwarfs the rest of the industry combined. Is this a "meme stock" fueled by retail sentiment, or is the market pricing in a fundamental business shift that has yet to be fully quantified? In our latest research deep-dive, we apply private equity rigor to perform a detailed, bott

In this report we examine the robotaxi business opportunity with a focus on Tesla, covering the current state of FSD technology, unit economics and cost per mile, margin potential, the size of the addressable mobility market, and key considerations around scaling, valuation, and investment recommendations. Image courtesy of Tesla, Inc. Key Messages 1. Tesla started removing human safety monitors from its robotaxi service in Austin. But the self-driving technology is still too

Your car is likely the most "catastrophic misallocation of capital" in your life. It costs tens of thousands of dollars, yet it sits idle 95% of the time. But that’s about to change. In this video, we dive deep into the economics of autonomous vehicles (AVs, Robotaxis) to explain why the era of personal car ownership is entering its terminal phase. From the historical shift of the Ford Model T to the modern-day "Latency Problem," we break down why Waymo and Tesla are betting