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Some mornings quietly rearrange ambition. 🚀 At an @EYnews x Australian Chamber of Commerce joint event a few weeks ago, my NewChic Capital Family Office partners and I weighed in on a conversation about space as private capital's next frontier. We backed SpaceX early, years ago. And the question that stays with me: how do we keep pursuing moonshots while staying practical? Panelists Mahesh Harilela, Space HK co-founder, whose family created The Hari, and Dr Adam Janikowski brought real estate, manufacturing and data centre conversations alongside legacy and vision. With my NewChic Partners, I found possibility. ✨ Which dream earns your conviction? Christy So · Laurence Thoo #SpaceEconomy# #FutureInfrastructure# #FamilyOffice# #HongKongInvesting# #PrivateMarkets#

The space economy should probably be thought of as an order of magnitude greater (or two), in large part because it will be absolutely necessary for the continued scaling of AI compute and power It will also likely carry the vast majority of internet traffic (which will also become far more AI than human) It is the final frontier

57 years after humanity's first footprint on the Moon, we're entering a new era of space exploration. As @NASA works toward a permanent lunar presence, innovators, investors and policymakers are helping build the technology, infrastructure and capital needed to get there. At the @SpaceCapital Summit, Nasdaq was proud to host the leaders helping shape the future of the space economy. @FireflySpace, @LunarOutpostInc, @GoToImpulse

Elon Musk said: “I want to live long enough to see a mass driver on the Moon, because that is going to be incredibly epic” This is not just about building infrastructure on the Moon. It is about building one of the most ambitious futures humanity has ever imagined A lunar mass driver will unlock an entirely new space economy, move enormous amounts of cargo beyond the Moon and open the solar system to human expansion A future far more exciting than anything humanity has experienced before

SpaceX 15-Year Investment @elonmusk My evaluation of a long-term bullish investment for SpaceX based on a 15-year investment horizon. The evaluation assumes SpaceX evolves beyond aerospace into a global infrastructure platform spanning communications, defense, transportation, AI infrastructure, and the emerging space economy. Key Value Drivers - Starlink broadband growth
- Direct-to-cell mobile connectivity
- Government and defense contracts
- Starship and launch-cost reduction
- Orbital infrastructure
- Lunar and Mars logistics
- Future industries enabled by low-cost access to space An extremely important development is the impact of large AI infrastructure contracts on the valuation of SpaceX. A key component of the bullish investment thesis is that the market may be underestimating the value of recurring AI compute revenue when compared with traditional launch and satellite communications businesses. Google AI Infrastructure Contract Recent reports indicate that Google entered into a computing capacity agreement with SpaceX valued at approximately $920 million per month. If maintained over the reported contract period, the agreement represents nearly $30 billion of contracted revenue. Anthropic Contract In addition to Google, reports indicate that Anthropic entered into a compute-capacity agreement valued at approximately $1.25 billion per month. Together, the Google and Anthropic contracts imply annualized revenue of approximately $26 billion. Why This Matters Many investors continue to value SpaceX primarily as a launch company and satellite communications provider. However, these AI-related contracts suggest the emergence of a third major business segment: AI infrastructure and compute services. Potential Strategic Position If SpaceX successfully integrates launch services, Starlink communications, AI infrastructure, and future orbital computing capabilities, the company could evolve into a hybrid of a cloud infrastructure provider, global telecommunications company, defense contractor, and transportation platform. Investment Implications Recurring infrastructure revenue generally receives higher valuation multiples than project-based revenue streams. Consequently, sustained growth in AI infrastructure revenue could materially alter the market’s perception of SpaceX and support valuation frameworks significantly above those used for traditional aerospace companies. Bull Case SpaceX becomes the dominant communications and transportation infrastructure provider for Earth and near-Earth economic activity. Starlink achieves global scale, Starship reaches full operational capability, and multiple new industries emerge around orbital infrastructure. Base Case SpaceX remains the global leader in launch services and satellite communications while generating strong growth from Starlink and defense-related revenue streams. Bear Case Growth continues but at a slower pace due to regulatory, competitive, technical, or capital allocation challenges. Comparison with Historic Winners Historically, Amazon, NVIDIA, Apple, Microsoft, and Tesla created extraordinary shareholder wealth by becoming platform companies rather than remaining confined to their original industries. The bullish SpaceX thesis assumes a similar transition. Key Risks The principal risks include execution risk, regulatory risk, geopolitical factors, competition, slower-than-expected adoption of space-based industries, and the possibility that SpaceX enables large industries without capturing most of the resulting value. Conclusion The bullish investment thesis is that SpaceX is transitioning from a launch and communications company into a foundational infrastructure platform serving communications, AI, defense, and future space-based industries. If successful, this transition could support valuation outcomes substantially above conventional aerospace benchmarks A bet on technological progress, and the emergence of a large space-based economy

Tom Mueller was SpaceX’s first employee and built the rocket engines that helped make Elon Musk’s space empire possible. Now, the billionaire engineer has a new bet: Impulse Space, a startup racing to build the fast lane for satellites, cargo and eventually people after launch. My latest feature story in @Forbes takes a look under the hood of Mueller's grand ambitions in the emerging space economy.

🚨 SPACEX JUST GOT FAA APPROVAL TO TEST ITS NEW “STARFALL” CAPSULES. These are not regular reentry vehicles. SpaceX’s new circular Starfall capsules are designed to bring up to 1,000 kg of payload back from orbit safely, repeatedly, and at scale. They can launch on either Falcon 9 or Starship, perform in-space manufacturing, then reenter and splash down in the Pacific for rapid recovery. Why this matters: • Enables true commercial in-space manufacturing (microgravity + vacuum) that can be returned to Earth • Could become a “proliferated successor” to the ISS for self-sustaining space industry • Opens the door to rapid point-to-point cargo delivery from orbit to anywhere on Earth • Directly competes with companies like Varda that have been flying similar missions on SpaceX rockets The deeper implication is massive: We are moving from “occasional experiments in space” to routine manufacturing and logistics in orbit. If Starfall works at scale, companies could build factories in space, produce high-value materials that can’t be made on Earth, and ship them back down regularly all without needing a full space station. This is one of the clearest steps yet toward a real, self-sustaining commercial space economy. What do you think will in-space manufacturing finally become a serious industry, or is this still too early? Follow for more frontier space and future technology.

The WSJ reports: SpaceX is aiming to go public on June 12, according to people familiar with the matter, setting the stage for what is expected to be the biggest initial public offering of all time. NEW SPACE CAPITALISM is being released just in time for the IPO. NEW SPACE CAPITALISM provides the full background to the success story of SpaceX and the opportunities of the space economy. Recommended by Professor Matthew Weinzierl, the world’s leading expert on the space economy at Harvard Business School:. “Market forces are revolutionizing space and the space economy, and Rainer Zitelmann’s sweeping new book stands out from the crowd in unapologetically making the case for keeping capitalism at the core of our spacefaring future. A must-read for anyone interested in the economics of space and humanity’s exploration of it.”