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Here is the full 30-minute interview with Ron Baron. He spoke about Elon, Tesla, FSD, SpaceX, Starlink, robots, AI agents and data centers in space. Key highlights: • He predicted Starlink could generate $1 trillion in annual revenue within 10 years and help SpaceX reach a value of around... $15 trillion. • Baron Capital holds about $25 billion in SpaceX and $5 billion in Tesla. • Ron said Elon’s companies generated $30 billion of the $71 billion in profits Baron Capital has made for clients. • Ron personally has about $5 billion invested in SpaceX and $1.5 billion in Tesla. • He called Tesla the best and said now is the time to buy the stock as FSD adoption and Tesla’s market share continue to grow. • He shared how his Tesla drove him to a restaurant, stopped for a family of ducks and parked by itself. • He will support whatever Elon decides about a possible SpaceX and Tesla combination. • He praised Elon’s curiosity, engineering skills and ability to attract the world’s best talent. • He said reusable rockets have reduced launch costs from $18,700 per kilogram to around $1,500, while Starship could lower the cost to just $100 to $150. • He called Starlink “the internet for the entire planet,” with no dead areas on land, at sea or in the air. • He predicts Starlink could grow from 15 million to 300 million customers and expand to 100,000 satellites. • He expects governments, businesses, mobile users and AI agents to create massive demand for Starlink. • He believes satellite internet and direct-to-phone service could completely change the traditional telecom industry. • He said AI agents working around the clock will require huge amounts of internet capacity and computing power. • He expects data centers to begin operating in space by 2027 or 2028. • He calls the orbital AI computing opportunity “Starmind” and believes it could become many times bigger than Starlink. • He also discussed Tesla and SpaceX producing chips, energy and massive computing infrastructure. • He said inflation causes prices to double about every 14 to 15 years, making long-term investing essential. • His final prediction: Baron Capital could make hundreds of billions of dollars from Elon Musk’s companies over the next 10 years.show more

DogeDesigner

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Source

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⭐️ Lyubima ⭐️8 gün önce

🤩🤩

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Wuki8 gün önce

Elon’s building the future, not just companies.

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The Dutch Doge Guy 🐕8 gün önce

Elon generates money

Myroslav profil fotoğrafı

Myroslav8 gün önce

15 trillion for SpaceX would make it worth more than every company in the S&P 500 except a handful, built on a bet that launch costs drop 99% from where they already are. Bold math, but the cost curve on reusability has already done stranger things than that.

Ziba Borioli profil fotoğrafı

Ziba Borioli8 gün önce

🧐

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Matteo Barberis8 gün önce

When the source IS the tweet.

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Victor8 gün önce

If Starlink even hits 20% of that forecast, you’re talking revenue on par with the largest cloud providers. That’s enough cashflow to vertically integrate rockets, sats, power and compute just to feed AI workloads.

mihir profil fotoğrafı

mihir8 gün önce

a trillion a year from starlink sounds insane until you remember everyone laughed at the tesla numbers too. ron baron has been loud and early on elon for 15 years, hard to fade him now

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野良浮世8 gün önce

おはようございます

Panke profil fotoğrafı

Panke8 gün önce

@ojuanInvest Do you see that? Ron baron fund allocation = 83% in Spacex vs 17% in tesla Personal 77% in SpaceX vs 23% in tesla

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irma double8 gün önce

great endorsement when your in prison

Benzer Videolar

BREAKING: Ron Baron says SpaceX could be worth $15 trillion in 10 years, and Starlink alone could generate $1 trillion in annual revenue. “Starlink is the internet for the entire planet.” He predicts Starlink could reach 300M customers and use 100,000 satellites.

BREAKING: Ron Baron says SpaceX could be worth $15 trillion in 10 years, and Starlink alone could generate $1 trillion in annual revenue. “Starlink is the internet for the entire planet.” He predicts Starlink could reach 300M customers and use 100,000 satellites.

DogeDesigner

86,486 görüntüleme • 8 gün önce

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

NEWS: Billionaire investor Ron Baron has placed a $1 billion order for SpaceX IPO shares and says he is not selling in his lifetime. Baron, the founder and CEO of Baron Capital, laid out his case on a client call. His firm has put about $2 billion into SpaceX across 27 employee tender rounds since 2017, a position now worth roughly $15 billion after compounding at 54% per year. He believes SpaceX, coming public at under $2 trillion, will reach $10 trillion to $30 trillion within 10 to 15 years and become the largest, most profitable company on the planet. People inside the company tell him he is lowballing it. On Starlink alone, Baron projects 300 million subscribers and about $1 trillion in annual revenue within a decade, making it worth around $14 trillion on its own.

Muskonomy

1,292,759 görüntüleme • 3 ay önce

🚀 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

🚀 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

Herbert Ong

8,774,068 görüntüleme • 3 ay önce

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Herbert Ong

40,256 görüntüleme • 4 ay önce

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Ron Baron in new interview on the upcoming SpaceX IPO: "I think the company over the next 10 or 15 years is going to be worth $10 trillion, $20 trillion, $30 trillion, and I could be very low." Baron Capital has invested a total of $1.7 billion in SpaceX over the years, which is now worth over $15 billion.

Sawyer Merritt

330,772 görüntüleme • 4 ay önce

George Soros gave Ron Baron $5 million in 1976 alongside five other analysts - the other five traded constantly, while Baron barely touched his positions: “my $5 million became $10 million with very little trading, which surprised them. but it was the best performance of the group” that $10 million became the foundation of Baron Capital in 1982 - a firm that now manages $69 billion this is him explaining what he believes Starlink alone could eventually be worth, what SpaceX is currently charging Anthropic and Google for compute capacity, and why he thinks no competitor can match its economics “we think Starlink can generate $1 trillion in annual revenue within ten years and $700 to $800 billion in profit. that would make Starlink alone worth around $14 trillion, while the entire company is valued below $2 trillion today” “we sold capacity to Anthropic for $1.25 billion a month. then Google said it needed compute too - another $900 million a month. that’s roughly $30 billion a year from assets that were previously producing nothing” bookmark & watch the full conversation, then read the article below ↓

George Soros gave Ron Baron $5 million in 1976 alongside five other analysts - the other five traded constantly, while Baron barely touched his positions: “my $5 million became $10 million with very little trading, which surprised them. but it was the best performance of the group” that $10 million became the foundation of Baron Capital in 1982 - a firm that now manages $69 billion this is him explaining what he believes Starlink alone could eventually be worth, what SpaceX is currently charging Anthropic and Google for compute capacity, and why he thinks no competitor can match its economics “we think Starlink can generate $1 trillion in annual revenue within ten years and $700 to $800 billion in profit. that would make Starlink alone worth around $14 trillion, while the entire company is valued below $2 trillion today” “we sold capacity to Anthropic for $1.25 billion a month. then Google said it needed compute too - another $900 million a month. that’s roughly $30 billion a year from assets that were previously producing nothing” bookmark & watch the full conversation, then read the article below ↓

0xDipper

218,157 görüntüleme • 16 gün önce

Ron Baron, who I consider to be the GOAT of investing, is super bullish on SpaceX’s Starlink. “Starlink is going to be the internet for the entire world.” There are 8 billion people on Earth today, 3 billion still have no internet, and much of the other 5 billion still has poor or unreliable service. Also, Starlink has the ability to reach the places terrestrial networks can’t economically serve, like oceans, mountains, deserts, airplanes, basically anywhere on Earth. These are Baron’s numbers: • $15-17B revenue today • $1 TRILLION in annual revenue within 10 years • 20-25% consumer • 40% government • 40% enterprise • $700–800B in annual profits/EBITDA His conclusion is that he thinks “Starlink alone will be worth somewhere around $14 trillion.” Meanwhile, the entire SpaceX company is valued at less than $2 trillion today… And the real holy grail behind all this is reusable rockets. SpaceX can launch, replace, and expand its satellite network at a cost competitors simply can’t match. That advantage compounds as the constellation gets larger, faster, and more capable. Baron is calling SpaceX the most unique business he has seen in his entire 56-year career. I agree. Today’s SpaceX valuation is going to look absurdly cheap in hindsight.

Ron Baron, who I consider to be the GOAT of investing, is super bullish on SpaceX’s Starlink. “Starlink is going to be the internet for the entire world.” There are 8 billion people on Earth today, 3 billion still have no internet, and much of the other 5 billion still has poor or unreliable service. Also, Starlink has the ability to reach the places terrestrial networks can’t economically serve, like oceans, mountains, deserts, airplanes, basically anywhere on Earth. These are Baron’s numbers: • $15-17B revenue today • $1 TRILLION in annual revenue within 10 years • 20-25% consumer • 40% government • 40% enterprise • $700–800B in annual profits/EBITDA His conclusion is that he thinks “Starlink alone will be worth somewhere around $14 trillion.” Meanwhile, the entire SpaceX company is valued at less than $2 trillion today… And the real holy grail behind all this is reusable rockets. SpaceX can launch, replace, and expand its satellite network at a cost competitors simply can’t match. That advantage compounds as the constellation gets larger, faster, and more capable. Baron is calling SpaceX the most unique business he has seen in his entire 56-year career. I agree. Today’s SpaceX valuation is going to look absurdly cheap in hindsight.

Teslaconomics

46,490 görüntüleme • 1 ay önce

Florida Governor Ron DeSantis says Elon Musk is “The best entrepreneur in the history of the country” He says Elon Musk makes himself personally available to help with disaster response Elon sent his Starlink internet service, and devices, to Florida when Ron called and asked for help during the last hurricane disaster Ron says he likes Elon Musk so much he asked Elon to bring his Tesla manufacturing to Florida and become a bigger part of the state

Florida Governor Ron DeSantis says Elon Musk is “The best entrepreneur in the history of the country” He says Elon Musk makes himself personally available to help with disaster response Elon sent his Starlink internet service, and devices, to Florida when Ron called and asked for help during the last hurricane disaster Ron says he likes Elon Musk so much he asked Elon to bring his Tesla manufacturing to Florida and become a bigger part of the state

Wall Street Apes

57,995 görüntüleme • 4 ay önce

Ron Baron invested in 2017 til now $3 billion in $SPCX and that is now worth $25 billion as of June. Here’s the wild part. He expects SpaceX in the next 10-15 years to return 20-30X so effectively turning his initial investment in to hundreds of billions. 😳 Full video.

Ron Baron invested in 2017 til now $3 billion in $SPCX and that is now worth $25 billion as of June. Here’s the wild part. He expects SpaceX in the next 10-15 years to return 20-30X so effectively turning his initial investment in to hundreds of billions. 😳 Full video.

Doctor Jack

47,818 görüntüleme • 1 ay önce

Elon Musk on why he built SpaceX and Tesla: “SpaceX and Tesla are fundamentally intended to improve the probability that the future is good They will do more than anything I do from a charitable standpoint in terms of usefulness to humanity Tesla is about accelerating sustainable energy. SpaceX is about making life multi-planetary and providing global internet through Starlink These are fundamental goods. The good of those companies will far exceed anything that I do from a charitable standpoint”

Elon Musk on why he built SpaceX and Tesla: “SpaceX and Tesla are fundamentally intended to improve the probability that the future is good They will do more than anything I do from a charitable standpoint in terms of usefulness to humanity Tesla is about accelerating sustainable energy. SpaceX is about making life multi-planetary and providing global internet through Starlink These are fundamental goods. The good of those companies will far exceed anything that I do from a charitable standpoint”

X Freeze

31,008 görüntüleme • 3 ay önce

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

Сarm1ne

2,987,878 görüntüleme • 3 ay önce

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

Ron Baron put $1.7 billion into SpaceX while it was private - it turned into $15 billion he just placed a billion dollar order at the IPO and said "10 trillion, 20 trillion, 30 trillion and I could be very low" he started with $100 million in 1992, made his clients $61 billion in profit when he was a kid he drove an ice cream truck, now the president of the NYSE comes to him for advice "I pushed all the chips to the center of the table to be tied to the most successful man on the planet, clearly risky, but that's my game" "never bet against the guy with superpowers who would never give up" bookmark and watch it today ↓

0xDipper

106,941 görüntüleme • 1 ay önce

The last time Ron Baron said to buy $TSLA stock now, it was back in April 2024. The stock then was ~$150 per share. Right after his said it, the stock pretty much hit ATH's. Now he says it again! He discussed the potential merger with SpaceXAI/Tesla believing it could be a good & bad reason, how FSD is driving up demand for Tesla and how much he has made investing in Elon rather than against him! Lots of very juicy info he dropped!

The last time Ron Baron said to buy $TSLA stock now, it was back in April 2024. The stock then was ~$150 per share. Right after his said it, the stock pretty much hit ATH's. Now he says it again! He discussed the potential merger with SpaceXAI/Tesla believing it could be a good & bad reason, how FSD is driving up demand for Tesla and how much he has made investing in Elon rather than against him! Lots of very juicy info he dropped!

Pejjy

27,066 görüntüleme • 7 gün önce

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 görüntüleme • 3 ay önce

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

🚨 Ron Baron just bought another $1 billion of $SPCX, bringing his total investment to around $25 billion! Jeff Lutz 🔋 says Baron believes SpaceX could eventually create hundreds of billions of dollars in value, driven by Starlink, AI, rockets, and technologies that are still in their early stages. What's remarkable is that Baron is increasing his position after the largest IPO in history, not before it. His bet seems simple: if SpaceX continues to execute the way it has for the past 20 years, today's numbers may look small compared to where the company could be a decade from now. That's a bold bet, but so was betting on SpaceX in the first place. 🚀

Herbert Ong

21,985 görüntüleme • 3 ay önce

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

🚨 DAN IVES SAYS EXPECT Tesla AND SpaceX TO EVENTUALLY MERGE • Dan Ives believes Tesla and SpaceX will eventually merge as Musk builds a fully integrated ecosystem • xAI technology is increasingly flowing into SpaceX (Starlink, space-based data centers, energy needs) • SpaceX + xAI combination likely to go public this year, creating a massive new AI/space player • Cross-pollination between Tesla, SpaceX and xAI will accelerate in the coming years • Autonomous driving and Optimus robotics alone could drive Tesla free cash flow up 56x over the next 4–5 years ✅ Long-term vision: • $TSLA becomes one of the biggest cash flow generators in the world when all pieces combine

Tsla Archive

63,631 görüntüleme • 7 ay önce

Elon Musk on the future of Star Mind. Musk says the Star Mind factory will be located right next to SpaceX. But his bigger prediction is about SpaceX's future value. He believes that within 4–5 years, Star Mind could represent 99% of SpaceX's value. And he expects SpaceX itself to be worth an "astronomical number" by then. If that happens, SpaceX could evolve from a space company into a massive AI and compute powerhouse.

Elon Musk on the future of Star Mind. Musk says the Star Mind factory will be located right next to SpaceX. But his bigger prediction is about SpaceX's future value. He believes that within 4–5 years, Star Mind could represent 99% of SpaceX's value. And he expects SpaceX itself to be worth an "astronomical number" by then. If that happens, SpaceX could evolve from a space company into a massive AI and compute powerhouse.

Tesla Owners Silicon Valley

35,328 görüntüleme • 1 ay önce

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

Muskonomy

26,421 görüntüleme • 2 ay önce

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Chamath has been watching SpaceX for 15 years and he thinks the market is still not close to understanding what it actually is (Save this). The first argument is the industrial logic of a Tesla SpaceX combination. One capital structure, one balance sheet, one vehicle to raise money across robotics, autonomous vehicles, energy, AI, and launch. Chamath Palihapitiya argument is that markets are treating this as a peripheral possibility rather than an obvious strategic inevitability. The second is Starlink Direct to Cell, which he believes will generate enormous domestic cellular revenue before most of the bigger SpaceX narratives even begin to materialize. The numbers already back this up. Starlink has over 10 million Direct to Cell monthly active users with live partnerships with T-Mobile, Rogers and Optus standard smartphones connecting directly to satellites with no special hardware required. SpaceX is currently deploying approximately 340 Direct to Cell satellites per month, targeting 25 million monthly active users by end of 2026. Goldman forecasts SpaceX's AI division will generate $15.6 billion in 2026, rising to $34.5 billion in 2027 and accelerating to $322 billion by 2030 roughly a 100-fold increase in five years. Total SpaceX revenue hits $474 billion by 2030, up from $18.7 billion in 2025. The launch cadence numbers are where this gets staggering. SpaceX is expected to execute 151 Starship launches in 2027, scaling to 253 in 2028, then 1,504 in 2029, 2,808 in 2030, and 5,467 in 2031. Goldman projects 5,288 of those 2031 launches will be dedicated Starship AI missions each carrying 30 to 50 satellites powered by one GB300 equivalent compute rack apiece. The cost per kilogram to orbit falls below $100 as reusability matures, compared to $1,500 per kilogram on Falcon 9 today. Morgan Stanley projected a 24-hour turnaround by late 2027, enabling the kind of cadence these numbers require. That launch cost collapse is what makes the orbital AI compute thesis real Elon Musk

Milk Road AI

96,048 görüntüleme • 2 ay önce

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

Herbert Ong

200,262 görüntüleme • 3 ay önce