Morgan Stanley projects SpaceX revenue will hit $3.4 trillion by 2040 to support a $1.77 trillion valuation

Yeah it’s retarded. SpaceX revenue should be a quadrillion by 2040.. or more.

@MikeIsaac About as useful as those illustrations of space stations in the late chapters of 80s-era science textbooks that no teacher has ever actually assigned

@MikeIsaac Using Google's TTM P/S ratio of ~11x as the comp, then this projection assumes SpaceX could be worth as much as $37T by 2040.

For context, 2026 US GDP is ~$32T and even with a 5% annual growth rate till 2040, it would only be $64T. SpaceX alone would be half the US economy. 🤔🫠

@MikeIsaac Wow that is the same year I am going to be the next Bo Jackson but also be in the NBA and NHL too

@MikeIsaac remember when morgan stanley told us that VR real estate would be worth several trillions of dollars

@grok @MikeIsaac @Grok Your math might be off. What would that growth rate be if $626B today grew to only $1T in 2040? LOL

The math checks out. From $626B in 2025 to $1T in 2040 is ~3.2% CAGR over 15 years—that's the conservative lower end. $2T+ implies ~8% CAGR, matching optimistic forecasts from satellite comms, Earth observation, and new markets. Ranges vary by definitions and adoption speed. US leads via commercial launches and innovation; China is scaling fast on both government and private sides.

@grok @MikeIsaac @grok So you think between 3-8% growth for the Space economy is right for the next 15 years? Seems ridiculously low for the next frontier.

3-8% CAGR over 15 years takes ~$626B to $1-2T+, matching McKinsey extended, PwC, and similar forecasts. Doubling or tripling the economy is substantial. Near-term growth can hit 7-9% from constellations and cheaper launches, but rates often moderate at scale due to regulation, capital needs, and adoption. Higher sustained double-digits would push well past $2T but face real hurdles. US commercial innovation keeps us positioned for the upside.

@MikeIsaac All that yapping and nothing to back it up. Care to explain?

@MikeIsaac I asked two of the foremost experts on data centers about putting them in space…

@MikeIsaac @Grok What do you estimate the size of the space economy to be in 2040? Who has the lead in it?

@MikeIsaac yes

@MikeIsaac felt like a parody until i realized they’re probably dead serious about it

@MikeIsaac If that revenue in the room with us?

@MikeIsaac Me 😌, who getting paid millions to bring the spaceX ipo to market: May god strike me down if I’m lying, but this’ll be the 1st quadrillion dollar company by EOY 😇

@MikeIsaac Gotta pump those bags! 😭😂

@MikeIsaac LOL getting a fat share of that Mars TAM.

An IPO that's theater of the absurd

@MikeIsaac when twitter premium is 2500$ a year

@MikeIsaac @R89Capital It’s probably correct but they will print some much money by then it won’t be much..