O'Driscoll: 80% of Tesla and SpaceX value is the Elon Musk premium
Rory O’Driscoll · The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI · Feb 5, 2026 · at 1:19:13
Rory O'Driscoll, General Partner at Scale Venture Partners, discusses the massive key-man risk and valuation premiums embedded in Elon Musk's companies.
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“My mental model is on SpaceX and Tesla. About 80% of the value is the Elon premium and 20% of the value is the actual business is worth.”
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