DavidSpark

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I told y’all I see SpaceX becoming a $100T+ company, and people still think I’m crazy. Start with Starship… the goal is to make getting enormous amounts of equipment into space cheaper through full reusability. If SpaceX achieves that at scale, businesses that were once too expensive to even consider could become economically viable. The transportation is what opens the door. Starlink already shows why this matters. Not only does SpaceX launch satellites for someone else and collect a fee, it operates its own network and sells the connectivity those satellites provide. Starlink Mobile extends that idea directly to compatible phones. The launch creates the infrastructure, and the infrastructure can keep generating revenue long after the rocket lands. Now apply that thinking to AI… with xAI inside SpaceX, the ambition extends to building solar-powered computing infrastructure in orbit. Imagine being able to manufacture and launch that hardware, connect it through your network, and sell the computing power it produces. That is a much bigger opportunity than simply charging other companies to carry their satellites into space. Tbh though it is also an ambition that still has to prove itself economically. And the longer-term plans go beyond just orbit. SpaceX has outlined ambitions for lunar transportation, manufacturing, and energy production. That’s where my thinking has been changing from “How much of today’s space industry can this company capture?” to “What entirely new industries could this company help make possible?” When Elon says “orders of magnitude,” he’s talking about factors of ten… one order is 10×, two is 100×. My read is that he’s imagining an economy that expands far beyond what exists today... much more than just SpaceX taking a bigger share of an existing one. None of that makes $100T guaranteed though… SpaceX still has to solve the engineering, fund the infrastructure, and turn those opportunities into durable profits. Even its own filings acknowledge that orbital AI and other long-term initiatives involve unproven technology and may not become commercially viable. There still is significant risk. My thesis goes well beyond rockets… I’m looking at what SpaceX could earn by connecting people, supplying computing power, and helping build industries beyond Earth to the moon to the Mars and beyond. The $100T+ possibility, to me, is about what reusable rockets, especially Starship, enables. And I think it’s going to be A LOT.