Enterprise applications account for $22.7 trillion of the total.
SpaceX is positioning itsel on a $5.7T market across space, internet, mobile, AI, and advertising.
- this is from SpaceX’s official IPO SEC doc
Palantir CEO Alex Karp on SpaceX IPO: "Bullish on space if the person doing it knows what they're doing."
--- SpaceX's past gives truly unusual credibility. It has already turned an engineering heresy into commercial dominance.
Positive users praise SpaceX's potential to link space tech with AI and advertising in its IPO TAM claims, while negative users accuse related parties of inflating bubbles and extortion.
The official SEC filings of @SpaceX says AI accounts for almost all of its expected $28.5 trillion total addressable market.
There are IPOs that list companies, and then there are moments that list the future.
@SpaceX goes public carrying a civilization-scale dream.
$75B raised at a $1.77 Tn valuation, the largest IPO on record. Makes Elon Musk the world's first trillionaire
Even Elon couldn't resist the allure of B2B SaaS in the end:
And then the $28.5T is SpaceX’s claimed total addressable market after adding a huge $22.7T enterprise AI applications opportunity on top of its earlier space, Starlink, mobile, AI infrastructure, subscriptions, and advertising markets.
So SpaceX is saying its real upside is not just rockets or satellite internet—it is using space/connectivity infrastructure as the base layer for a much larger AI economy
The official SEC filings of @SpaceX says AI accounts for almost all of its expected $28.5 trillion total addressable market.
@rohanpaul_ai The market cap math is wild, but if any company can connect orbital mechanics to advertising and AI, it's SpaceX.
@rohanpaul_ai Mr Karp has gone on the offensive since his own bubble is increasingly obvious--and with the government as his major customer, he knows he will be Trump-extorted to give away a huge chunk of equity--Musk is in the 2nd worst position in that regard.
@rohanpaul_ai Not 300 Trillion by 2030, as GS said?