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$ASTS may ultimately be much more than a satellite phone network because the same physical architecture is already generating government radar revenue and attracting sovereign constellation funding. But the valuation still ultimately depends on the core broadband network working at scale which means 13 satellites need to become ~45... show more

Shay Boloor

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138,099 次观看 • 1 个月前 •via X (Twitter)

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I came away from $ASTS earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it on and if service launches on schedule then management’s path toward ~$1B of revenue in the first full year starts to look much more realistic..

I came away from $ASTS earnings more bullish because the business is moving to actually building the network with revenue roughly doubling sequentially to $32M, backlog reaching ~$1.3B, 13 satellites now in orbit and production already extending through BlueBird 46. With more than $3.7B of liquidity, financing the first phase looks much less risky while the bigger execution question is how quickly ~$610M of quarterly capex can turn satellites, launches, manufacturing and gateways into a functioning commercial network. That spending is what eventually unlocks the model because AST is effectively building a cellular network before turning it on and if service launches on schedule then management’s path toward ~$1B of revenue in the first full year starts to look much more realistic..

Shay Boloor

75,909 次观看 • 1 个月前

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Shay Boloor

173,620 次观看 • 3 个月前

ELON: YOUR PHONE WILL EVENTUALLY CONNECT DIRECTLY TO STARLINK SATELLITES “High broadband connectivity from the satellite to the phones, but there are hardware changes that need to happen to the phone. The chip-set has to be modified to add these frequencies, so the phones that are able to use this, would probably start shipping in about 2 years. And then we also need to build the satellites that are going to communicate all those frequencies. So we’re building the satellites and working with the hand-set makers to add these frequencies to the phones. The net effect is that you should be able to watch videos anywhere on your phone.” Source: Tesla Owners Silicon Valley, Starlink, Elon Musk

ELON: YOUR PHONE WILL EVENTUALLY CONNECT DIRECTLY TO STARLINK SATELLITES “High broadband connectivity from the satellite to the phones, but there are hardware changes that need to happen to the phone. The chip-set has to be modified to add these frequencies, so the phones that are able to use this, would probably start shipping in about 2 years. And then we also need to build the satellites that are going to communicate all those frequencies. So we’re building the satellites and working with the hand-set makers to add these frequencies to the phones. The net effect is that you should be able to watch videos anywhere on your phone.” Source: Tesla Owners Silicon Valley, Starlink, Elon Musk

Mario Nawfal

144,847 次观看 • 9 个月前

I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.

I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.

Shay Boloor

261,555 次观看 • 2 个月前

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

Shay Boloor

661,897 次观看 • 1 个月前

SOL staking could evolve from passive yield into a claim on real network revenue Mert highlights a key part of the Solana staking thesis: stakers can benefit from economic activity happening directly on the network. “Not only are you getting protected from issuance, you’re getting additional real productive yield from actual on chain revenue.” “The validators capture those fees.” “That can only happen on a chain where it can support mass activity at scale.” High frequency traders and market makers pay transaction and MEV fees to get their activity processed. Validators capture that revenue, and some can pass it back to SOL stakers. The model becomes: More onchain activity → more fees → more validator revenue → more productive yield for stakers For Mert, scale is critical. A network needs enough transaction throughput for fees to accumulate into meaningful revenue without making each transaction prohibitively expensive. SOL staking can capture the economic value generated by the network itself. w/ mert, Solana

SOL staking could evolve from passive yield into a claim on real network revenue Mert highlights a key part of the Solana staking thesis: stakers can benefit from economic activity happening directly on the network. “Not only are you getting protected from issuance, you’re getting additional real productive yield from actual on chain revenue.” “The validators capture those fees.” “That can only happen on a chain where it can support mass activity at scale.” High frequency traders and market makers pay transaction and MEV fees to get their activity processed. Validators capture that revenue, and some can pass it back to SOL stakers. The model becomes: More onchain activity → more fees → more validator revenue → more productive yield for stakers For Mert, scale is critical. A network needs enough transaction throughput for fees to accumulate into meaningful revenue without making each transaction prohibitively expensive. SOL staking can capture the economic value generated by the network itself. w/ mert, Solana

Kaiz 🐂🀄️

21,626 次观看 • 1 个月前

Thomas Laffont on how Coatue values SpaceX: “The quality of SpaceX's business model increases the more they launch.” “The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the more you launch, the higher your value should be. So I think we see that in the data. But there's another fundamentally different ratio that I want to point you to, which is, what if we took the valuation, we divided it by the number of launches, what would that look like? Well, you can see it was kind of in a fixed range for a while, and then it really started to move up. And we believe that markets are rational, and so we started thinking, well, why is it that the market is valuing SpaceX higher on a per launch basis when it's launching more than when it was just starting out? And my fundamental view, and we'll kind of call this our Coatue framework, is that the quality of SpaceX's business model increases the more you launch. So in phase one, which we call pre-constellation, you're just trying your rockets. And we know rockets are hard, and maybe you have a few government customers, and that's a one-time revenue business, and it's unpredictable. Then you get into your initial ramp, and now you might have one constellation. So why is a constellation important? Well, it's an end market and it's a recurring revenue business. The more satellites you put up, the more subscribers you have, the more revenue, etc. Now you can move from ramp into scale. Now you don't just have one constellation, you have multiple constellations. So now you move into being a scaled business, which ultimately becomes a platform. And we know how valuable these platforms are in this technology age. And platform means not only do you have many more customers in your core business, but you also have new businesses. It could be space datacenters, it could be the optionality of the Moon and Mars, and other space applications.” Elon Musk SpaceX $SPCX --------------------------------------- Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Thomas Laffont on how Coatue values SpaceX: “The quality of SpaceX's business model increases the more they launch.” “The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the more you launch, the higher your value should be. So I think we see that in the data. But there's another fundamentally different ratio that I want to point you to, which is, what if we took the valuation, we divided it by the number of launches, what would that look like? Well, you can see it was kind of in a fixed range for a while, and then it really started to move up. And we believe that markets are rational, and so we started thinking, well, why is it that the market is valuing SpaceX higher on a per launch basis when it's launching more than when it was just starting out? And my fundamental view, and we'll kind of call this our Coatue framework, is that the quality of SpaceX's business model increases the more you launch. So in phase one, which we call pre-constellation, you're just trying your rockets. And we know rockets are hard, and maybe you have a few government customers, and that's a one-time revenue business, and it's unpredictable. Then you get into your initial ramp, and now you might have one constellation. So why is a constellation important? Well, it's an end market and it's a recurring revenue business. The more satellites you put up, the more subscribers you have, the more revenue, etc. Now you can move from ramp into scale. Now you don't just have one constellation, you have multiple constellations. So now you move into being a scaled business, which ultimately becomes a platform. And we know how valuable these platforms are in this technology age. And platform means not only do you have many more customers in your core business, but you also have new businesses. It could be space datacenters, it could be the optionality of the Moon and Mars, and other space applications.” Elon Musk SpaceX $SPCX --------------------------------------- Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

The All-In Podcast

39,029 次观看 • 3 个月前

SpaceX CFO Bret Johnsen just gave a fresh Starship Flight 14 update: “it’s very exciting to see how the heat shield performed on Flight 13 The learnings we got from that will carry right into Flight 14 and beyond And then we’ve got another flight coming up later this month Flight 14 which, for the CFO, is very exciting because it’s going to be a revenue-generating flight I love the demonstration flights, but now we’re getting into revenue-generating flights”

SpaceX CFO Bret Johnsen just gave a fresh Starship Flight 14 update: “it’s very exciting to see how the heat shield performed on Flight 13 The learnings we got from that will carry right into Flight 14 and beyond And then we’ve got another flight coming up later this month Flight 14 which, for the CFO, is very exciting because it’s going to be a revenue-generating flight I love the demonstration flights, but now we’re getting into revenue-generating flights”

X Freeze

20,959 次观看 • 20 天前

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.

"I used to be a bitcoiner. The transition to a new store of value only happens once every 3,000 years. That's the main prize -- just focus on that. But [security] is the criteria that ultimately convinced me to flip from Bitcoin to ETH." "I have a higher degree of certainty that Ethereum will be around longer [than Bitcoin]. The reason for that is because Bitcoin relies on proof-of-work, which is less efficient than proof-of-stake and doesn't scale with the value of the network. And as the block subsidy of Bitcoin halves every four years, it is increasingly becoming more and more reliant on transaction fees to fund the security budget paid to miners." "If you look at [Bitcoin's] security budget right now, about 0.6% of revenue to miners is transaction fees... The problem with that is if Bitcoin becomes 'digital gold', flips gold, and becomes a $30 trillion asset, but it only costs $10-20 billion to attack it, that's too asymmetric." "You want the security budget to scale with the market cap, similar to how countries spend a % of their GDP on defense. The more valuable something is, the more you need to spend to protect it." "Ethereum, with the Merge, migrated to proof-of-stake, which is fundamentally more secure because it's less reliant on transaction fees and it scales with the value of the network. If 1/3rd of ETH is staked and then you need 1/3rd of those ETH to censor the network, you're looking at roughly 10% of the total market cap as the cost to attack the network." "So if Ethereum flips Bitcoin and gold and becomes a $30 trillion asset, it'll cost ~$3 trillion to attack the Ethereum network versus Bitcoin at like $10 billion." "The other aspect here is that as AI hyperscalers invest more and more in AI, proof-of-work becomes increasingly vulnerable because the cost to attack the Bitcoin network is starting to look close to the quarterly CapEx these hyperscalers are spending on their data centers." Full interview on Bankless with Vivek Raman discussing the new Etherealize "Productive Money" report below.

Michael McGuiness

120,514 次观看 • 5 个月前

Elon Musk predicts that more than 90% of Earth's power will eventually come from solar with batteries "Satellites are just solar panels and a battery. That’s how all satellites work. With the Starlink satellite network, there’s 7,000 (now ~10K) satellites orbiting the Earth, and all they use is solar panels and a battery My prediction is, long-term, a majority of power on Earth - in fact, eventually it might be like 90% or more- will be solar panels with batteries That's my prediction. My predictions have a pretty good track record" Starlink already proves it works at massive scale in space

Elon Musk predicts that more than 90% of Earth's power will eventually come from solar with batteries "Satellites are just solar panels and a battery. That’s how all satellites work. With the Starlink satellite network, there’s 7,000 (now ~10K) satellites orbiting the Earth, and all they use is solar panels and a battery My prediction is, long-term, a majority of power on Earth - in fact, eventually it might be like 90% or more- will be solar panels with batteries That's my prediction. My predictions have a pretty good track record" Starlink already proves it works at massive scale in space

X Freeze

27,772 次观看 • 6 个月前

Seun: What are the immediate challenges that you think that Mr Taiwo Oyedele should be prepared for, especially because of his experience as a tax advisor and also head of the presidential committee on tax reforms? Wale Edun: I think we need to grow the economy. In order to grow the economy, we need to find funding on the government side. Yes, there is a role for the government to play in critical infrastructure funding. The so-called pillars for investment, and in order to do that, we need to boost revenue. So we really need to use automation, digitisation, even AI and other technology to increase government revenue, and he [Oyedele] is clearly an expert in the tax and fiscal area. That's his training, that's his background, and that's his most recent task that the government has given him. The next step, and it must come quickly and at scale, is to have investment that increases productivity, grows the economy, creates jobs, and gives people income that reduces poverty, and I must emphasise this. That the whole point of the president's Renewed Hope Agenda and action plan is to reduce poverty in the land. #PoliticsToday

Seun: What are the immediate challenges that you think that Mr Taiwo Oyedele should be prepared for, especially because of his experience as a tax advisor and also head of the presidential committee on tax reforms? Wale Edun: I think we need to grow the economy. In order to grow the economy, we need to find funding on the government side. Yes, there is a role for the government to play in critical infrastructure funding. The so-called pillars for investment, and in order to do that, we need to boost revenue. So we really need to use automation, digitisation, even AI and other technology to increase government revenue, and he [Oyedele] is clearly an expert in the tax and fiscal area. That's his training, that's his background, and that's his most recent task that the government has given him. The next step, and it must come quickly and at scale, is to have investment that increases productivity, grows the economy, creates jobs, and gives people income that reduces poverty, and I must emphasise this. That the whole point of the president's Renewed Hope Agenda and action plan is to reduce poverty in the land. #PoliticsToday

Channels Television

50,823 次观看 • 6 个月前

I’ve joined Y Combinator to build Exosat As the world becomes more multipolar, enterprises and governments are nervous about dependence on Starlink or Chinese state-owned satellites for critical network infrastructure Meanwhile, much of the world still has no reliable connectivity and other providers face years of delay and need millions of dollars just to build a single satellite Exosat is filling that need by designing satellites with zero ITAR/EAR-controlled content, enabling us to leverage manufacturers anywhere in the world to produce our satellites at under a tenth of the cost and launch them from other nations to bypass capacity bottlenecks and access equatorial orbits We launch our first in-house satellite next April, have hundreds of millions of dollars in Letters of Intent with early partners across six nations, and have a ITU spectrum filing for 11,000 satellites to build the largest space-based cellular network outside of the United States and China

I’ve joined Y Combinator to build Exosat As the world becomes more multipolar, enterprises and governments are nervous about dependence on Starlink or Chinese state-owned satellites for critical network infrastructure Meanwhile, much of the world still has no reliable connectivity and other providers face years of delay and need millions of dollars just to build a single satellite Exosat is filling that need by designing satellites with zero ITAR/EAR-controlled content, enabling us to leverage manufacturers anywhere in the world to produce our satellites at under a tenth of the cost and launch them from other nations to bypass capacity bottlenecks and access equatorial orbits We launch our first in-house satellite next April, have hundreds of millions of dollars in Letters of Intent with early partners across six nations, and have a ITU spectrum filing for 11,000 satellites to build the largest space-based cellular network outside of the United States and China

Edward

97,772 次观看 • 1 个月前

🚨 Starlink Gen 3 is starting to look less like a satellite network and more like an AI data center in orbit. Jeff Lutz 🔋 highlights that SpaceX’s FCC application for up to 100,000 Gen 3 satellites has now entered formal review. Elon says each satellite could eventually deliver around 10 Tbps, with a path to 100+ Tbps, while running at roughly 250 kW. But the biggest twist is onboard compute. Gen 3 could include a SpaceX-designed NVIDIA Vera Rubin NVL72 computer, which starts to blur the line between communications satellite and orbital AI infrastructure. Add Starship, faster terminals, direct-to-phone ambitions, and SpaceX’s push toward massive orbital compute... Starlink may be evolving into something much bigger than global internet. $SPCX $NVDA

🚨 Starlink Gen 3 is starting to look less like a satellite network and more like an AI data center in orbit. Jeff Lutz 🔋 highlights that SpaceX’s FCC application for up to 100,000 Gen 3 satellites has now entered formal review. Elon says each satellite could eventually deliver around 10 Tbps, with a path to 100+ Tbps, while running at roughly 250 kW. But the biggest twist is onboard compute. Gen 3 could include a SpaceX-designed NVIDIA Vera Rubin NVL72 computer, which starts to blur the line between communications satellite and orbital AI infrastructure. Add Starship, faster terminals, direct-to-phone ambitions, and SpaceX’s push toward massive orbital compute... Starlink may be evolving into something much bigger than global internet. $SPCX $NVDA

Herbert Ong

10,780 次观看 • 8 天前

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship

NEWS: SpaceX requested on Friday that the FCC make “several small but meaningful updates” to its 2nd-generation Starlink network. “Together, this modification and its companion amendment will enable the Gen2 system to deliver gigabit-speed, truly low-latency broadband and ubiquitous mobile connectivity to all Americans and the billions of people globally who still lack access to adequate broadband.” The request includes lowering the altitude of three Starlink satellite shells by 45 and 60 km. SpaceX also wants the Starlink satellites to harness the E-band radio frequencies to help better deliver high-speed, low-latency broadband to users, including through fixed satellite dishes and mobile equipment. “The upgraded Gen2 system will feature enhanced hardware that can use higher gain and more advanced beamforming and digital processing technologies and provide more targeted and robust coverage for American consumers – These upgraded satellites can maximize the use of the available bandwidth, enabling more efficient allocation of resources and facilitating a broader range of services.” Gen2 Starlink satellites will be launched with Starship

ALEX

34,325,825 次观看 • 1 年前

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

I think Starlink is wildly undervalued. It’s a $1+ trillion company in the making on its own. A lot of people still think Starlink is just “internet from space,” but in reality, it’s one of the most important communications networks ever built. In 2025 alone, Starlink generated $11.4 billion in revenue, accounting for roughly 61% of SpaceX’s total revenue. It served more than 10 million customers globally and generated $4.4 billion in operating profit w/ EBITDA margins of 63%. Starlink is a cash machine. Fyi, independent analysts forecast Starlink will generate approximately $20 billion in revenue, $14 billion in EBITDA, and over $8 billion in free cash flow in 2026… plus consumer broadband will continue to expand rapidly, while aviation, maritime, Starshield, and direct-to-cell services will open entirely new markets. The real advantage is that Starlink owns the entire stack. SpaceX builds the satellites, they launch the satellites, they operate the network, and they manufacture the user terminals. No competitor comes close to that level of vertical integration…. On top of this, starship will make the story even more crazier with next-generation satellites, 100+ satellites per launch, dramatically lowering launch costs, and thousands of new satellites being deployed each year, the cost of serving additional customers continuing to fall, while the network & tech keep getting stronger. If you really want to understand why SpaceX is at a $2T valuation… start with Starlink. Starlink already generates the majority of SpaceX’s revenue, profit, and free cash flow. It helps fund Starship development, supports expansion across the company, and provides the financial engine behind SpaceX’s long-term ambitions. The bull case is based on real revenue, real profits, real customers, and a moat that gets wider every year… NOT hype. The way I see it, Starlink will become the most valuable communication company in human history and a $1 trillion valuation doesn’t sound crazy to me for this business/technology alone.

Teslaconomics

28,352 次观看 • 3 个月前

"Binance will eventually be replaced by a social trading app, like a FOMO." Ran Neuner says social trading is the future of crypto "And I'm not saying it's going to be FOMO replacing Binance. I'm saying there's going to be a version of FOMO that's going to be so powerful, that is so much fun, because it combines the social network with the trading experience." "And when that happens, it's going to be just much more fun than trading on an exchange. Already, FOMO is more fun than trading on an exchange."

"Binance will eventually be replaced by a social trading app, like a FOMO." Ran Neuner says social trading is the future of crypto "And I'm not saying it's going to be FOMO replacing Binance. I'm saying there's going to be a version of FOMO that's going to be so powerful, that is so much fun, because it combines the social network with the trading experience." "And when that happens, it's going to be just much more fun than trading on an exchange. Already, FOMO is more fun than trading on an exchange."

Laura Shin

15,014 次观看 • 6 天前

Most networks are closed gardens. One company builds it, controls it, and decides who gets to participate and on what terms. We think this is the old internet. And we're building for the new internet, with you. Open architecture powers what we do. It means anyone can build on us, contribute to it, and benefit from it without asking permission. For us, open is the foundation of everything we're building. Our satellite protocol and ground-layer infrastructure are designed so that third-party operators, developers, and even other satellite companies can plug in permissionlessly. You don't need a partnership deal with us. You don't need approval. You just connect. So why should this matter to you? Because it means the network isn't limited by what one team can build. We grow as fast as the $SPACE community and market demand it. Every satellite operator joining the constellation, every developer building on the Spacecoin protocol, and even every [𝗥𝗘𝗗𝗔𝗖𝗧𝗘𝗗 👀] running [𝗖𝗢𝗡𝗙𝗜𝗗𝗘𝗡𝗧𝗜𝗔𝗟 𝗡𝗔𝗠𝗘 😏], is expanding the same shared infrastructure. Closed networks scale with 𝙝𝙚𝙖𝙙𝙘𝙤𝙪𝙣𝙩. Open networks scale with 𝙞𝙣𝙘𝙚𝙣𝙩𝙞𝙫𝙚𝙨. That's how you go from four satellites to a global network. And that's exactly how we’ll also expand our work on the ground.

Most networks are closed gardens. One company builds it, controls it, and decides who gets to participate and on what terms. We think this is the old internet. And we're building for the new internet, with you. Open architecture powers what we do. It means anyone can build on us, contribute to it, and benefit from it without asking permission. For us, open is the foundation of everything we're building. Our satellite protocol and ground-layer infrastructure are designed so that third-party operators, developers, and even other satellite companies can plug in permissionlessly. You don't need a partnership deal with us. You don't need approval. You just connect. So why should this matter to you? Because it means the network isn't limited by what one team can build. We grow as fast as the $SPACE community and market demand it. Every satellite operator joining the constellation, every developer building on the Spacecoin protocol, and even every [𝗥𝗘𝗗𝗔𝗖𝗧𝗘𝗗 👀] running [𝗖𝗢𝗡𝗙𝗜𝗗𝗘𝗡𝗧𝗜𝗔𝗟 𝗡𝗔𝗠𝗘 😏], is expanding the same shared infrastructure. Closed networks scale with 𝙝𝙚𝙖𝙙𝙘𝙤𝙪𝙣𝙩. Open networks scale with 𝙞𝙣𝙘𝙚𝙣𝙩𝙞𝙫𝙚𝙨. That's how you go from four satellites to a global network. And that's exactly how we’ll also expand our work on the ground.

Spacecoin™ 🛰️

76,845 次观看 • 6 个月前

🚨ALTCOINS WILL BE 8X MORE EXCITING THAN BITCOIN! Ran Neuner on Altcoin Daily says the next bid isn’t more humans. It’s billions of AI agents that need to pay each other without knowing each other. That means instant, trustless settlement, like blockchain. The setup is protocols with users, revenue, and a way to send that revenue back to the token. If AI agents use those too, that’s the trade. Watch the FULL video:

🚨ALTCOINS WILL BE 8X MORE EXCITING THAN BITCOIN! Ran Neuner on Altcoin Daily says the next bid isn’t more humans. It’s billions of AI agents that need to pay each other without knowing each other. That means instant, trustless settlement, like blockchain. The setup is protocols with users, revenue, and a way to send that revenue back to the token. If AI agents use those too, that’s the trade. Watch the FULL video:

Crypto Banter

25,726 次观看 • 22 天前