SpaceX's 1st employee Tom Mueller (
@lrocket) on Starlink & SpaceX's "hockey stick" growth:
"All the naysayers said, 'There's no way they'll be profitable. They're going to crash.'"
"We're looking at it the other way saying, 'This will hockey stick the stock.'"
"Which it did."
GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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