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The case for a SpaceX revenue surge driven by AI compute
A Sequoia investor with a large SpaceX stake predicts rapid growth, citing Starship and his low-cost compute thesis.
TLDR
Trading Places VC says SpaceX reportedly tripled AI revenue to $7.6 billion and hinted at $500 billion to $1 trillion in annual recurring revenue as early as 2027. It also says AI infrastructure reportedly pays for itself in under 12 months. Separately, a Sequoia investor who says his firm has a large SpaceX stake forecasts a sharp revenue ramp, arguing that Starship and low-cost AI compute could give the company an advantage.
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