Lark Davis|Jun 21, 2026 12:30
Goldman Sachs thinks SpaceX will go from $18.7B in revenue last year to $474B by 2030.
That's 25x growth in 5 years.
But here's the twist: $322B of that is projected to come from AI. Not rockets. Not Starlink.
SpaceX is not a rocket company anymore.
It's an AI bet. (Lark Davis)
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