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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.

DogeDesigner

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Cathie Wood on Elon Musk and SpaceX today: • SpaceX could become “the most important company in global history” • It has a 10-year lead in reusable rockets • Starlink is turning telecom into a global business • SpaceX could lead orbital data centers and low-cost frontier AI • Elon and his team are building one of the most powerful technology ecosystems in the world.

Cathie Wood on Elon Musk and SpaceX today: • SpaceX could become “the most important company in global history” • It has a 10-year lead in reusable rockets • Starlink is turning telecom into a global business • SpaceX could lead orbital data centers and low-cost frontier AI • Elon and his team are building one of the most powerful technology ecosystems in the world.

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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

🇺🇸 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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Cathie Wood says $SPCX could become “the most important company in global history” by combining launch, Starlink and AI infrastructure She believes its orbital and Earth based data centers could support some of the world’s lowest cost frontier AI models

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The XRP Ledger has done it right to not distribute XRP into circulation via the consensus. Setting it up for long term stability with short term distribution challenges. Opposite to Bitcoin. It uses PoW to also distribute the supply into circulation. This makes BTC very expensive with long term challenges but with the short term supply distribution advantage. Because distribution is only a short term challenge, long term stability is always the better choice. The next years for Bitcoin will be very interesting as they need to address challenges they got but prioritizing the short term advantages.

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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

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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Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.

Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.

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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

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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🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

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