Sheel Mohnot (@pitdesi)
@pitdesi
I write my own tweets. politically centrist, abundance minded. Work: @btv_vc, leading pre/seed rounds in fintech & vertical AI
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SpaceX S-1:
2025 revenue: ~$18.7B, +33% YoY
By segment:
Starlink: $11.4B, +50% YoY, +$4.4B op profit
Launch: $4.1B, +8%
AI/xAI: $3.2B, -$6.4B loss
Wonder how they'd be valued separately
Anthropic is paying $1.25B a month to SpaceX for compute
