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BREAKING: Cathie Wood says SpaceX could eventually become a global telecom provider. In the short term, SpaceX may partner with mobile carriers worldwide. But in the long term, she expects it to offer connectivity directly to consumers at a much lower cost as Starlink scales globally.

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164,246 Aufrufe • vor 13 Tagen •via X (Twitter)

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🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

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What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

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CATHIE WOOD SAYS SPACEX'S BIGGEST BUSINESS WON'T BE ROCKETS, IT'LL BE DATA CENTERS IN SPACE - Orbital data centers could take SpaceX revenue 10 to 20x higher than ARK's model - SpaceX is already ARK's largest venture position in $ARKVX - Expect a pop at IPO, then volatility

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