SpaceX's Path to $12.8 Trillion
Why the Space Economy's Future is Bigger Than You Think
Key Takeaways for Free Subscribers:
• New valuation model projects SpaceX could reach $2.5 trillion by 2030 and $12.8 trillion by 2040
• Starlink satellite constellation will drive massive cash flows through 2035, then pivot entirely to Mars development
• First Mars missions will deploy Optimus robots, not humans - potentially 1 million robots by 2040
• Monte Carlo analysis shows wide range of outcomes, from $1.5 trillion to $30 trillion by 2040
• Wright's Law continues to drive down satellite costs - bandwidth per kg improving exponentially
• SpaceX requesting 79+ Starship launches annually signals massive scaling ahead
• Mars development valued using book value of infrastructure built, not immediate profit returns
The Full Analysis: Inside the Most Ambitious Valuation Model Ever Created
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