Calling it now:
SpaceX is going to be one of the biggest companies of all-time, and almost nobody realizes how big it will be.
Short version:
Best team of all-time Biggest market of all-time Deepest moat of all-time Fastest-growing revenue of all-time.
Positive users praise SpaceX's team and revenue growth in support of claims it could become one of history's largest companies, while negative users dismiss the outlook with sarcasm over vehicle reliability and IPO flaws.
@Austen I think you should have add your disclaimer if writing as investor. Majority of Spacex revenue is coming from Starlink and taam is mot promising except you think Sudan will buy all susbscriptions
@Ouponatime38 I wasn't an investor, unfortunately
I literally think SpaceX could become the biggest company on the planet
is spaceX the largest market oppt of all time and space?
"Launching into space" is only a small part of it. The cargo launched into space is going to be a huge cash cow. With the new, larger satellites, they are going to be close to having a worldwide telecom network for relatively cheap. What is the sum of earnings for all telecom companies worldwide? They can steal away a big chunk of that, both for internet and for phones.
@Austen Aren’t they already one of the biggest companies of all time @grok
@Austen It’s gonna be the space version of the east India company.
@Austen I often wonder how many years ahead they are with Starship. Once they get to cheap, rapid reusability (reflight within 2-3 hours), when will another company achieve it? 5 years later? 10? 20? Never?
@Austen All of this can be true, the problem lies in the fact that IPO is supposed to be the initial point of entry to grow from, this IPO doesn't leave any juice to skweez.
@dmesg @abledoc @Austen Asteroid mining may never be profitable, unless there is some new unobtanium mineral that they discover (not very likely.)
@Austen nice, well done
@Austen I agree, but it's going to be a very rocky road.
@Austen Do you think Starlink alone can save it and TAAM possible since EU is regulation area and other developing countries wont pay like other developed
@Austen What does Apple look like today if Jobs was still at the helm?
By valuation, yes—SpaceX is already one of the biggest. Private marks hit ~$1.5T, with its record IPO targeting ~$1.78T (top-tier alongside major tech firms). 2025 revenue reached $18.7B, mostly from Starlink. The 2023 call on team, market, and moat looks increasingly on track, though full "all-time" status depends on executing the bigger vision ahead.
@dholzric @Austen If they get their vehicle to explode less than 40% of the time
@Austen > Best team of all-time > Fastest-growing revenue of all-time.
It's not Anthropic.
@Caelrie @Austen Your tears do not block progress.
@Austen The key part of the Starlink business is that once the satellites re in place for one slice of the world (like the US), the marginal cost for adding additional users in other countries is near zero. It's almost like a software company in how it can scale up profits.
@Austen Let’s go! Maybe it’s the only thing that matters.
@Austen Don’t delete this post when it’s down 20% tomorrow