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SpaceX — Thesis & Valuation Memorandum

Dialectic's SpaceX thesis & valuation memorandum, hosted at spacex.dialectic.com.

What is live

public/index.html is the deliverable: a single-file dashboard with interactive Chart.js (v4.4.4) charts inlined and content self-contained. It is served at / via the vercel.json rewrite and needs no backend. It loads two assets from CDNs at runtime: Font Awesome icons and an optional Google Translate widget.

Source artifacts

Data/model holds the source material for provenance:

  • Dialectic-SpaceX_Valuation_Model.xlsx — the financial model.

Future dynamic rebuild

src/components/{CompsTable,ScenarioCalc,PolymarketDistribution}.tsx (with the minimal src/lib/{format,types}.ts they import) are carried as a starting point for a future dynamic Next.js version. They are not wired into any rendered route yet — the live site is the static HTML above.

Develop

npm install
npm run build

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Dialectic's valuation model for SpaceX

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