SpaceX Valuation: Investors Looking To 2040+

追加: 2026-05-26

[00:00:00]But here's my highly controversial theory. The further into the future that investors are modeling SpaceX, regardless of the assumptions they use, the longer the time frame, the more they're going to be willing to pay for SpaceX today. And if their model extends far enough to include a mass driver on the moon, all bets are off. All right, this is not you're not looking at this business as a launch business. You're looking at it as star their launch business is a competitive advantage that gives them access to orbit for Starlink broadband, for direct to cell capability, and going after the Telco market, and orbital AI data centers, right? And so Starship is key to all of this. And so this next generation vehicle is what enables all of these future businesses. None of those businesses, other than the broadband, has actually printed any revenue yet.