Peter Diamandis

SpaceX is not a single company but a vertical of four distinct businesses: global communications via Starlink (including direct satellite-to-cell with a $600B revenue opportunity), AI hyperscaler infrastructure (already $28B annualized revenue signed, building compute faster than anyone, aiming for 10+ gigawatts of compute), and others. Elon Musk’s execution and civilizational-scale infrastructure build give SpaceX the potential to become the first $10 trillion company. The market does not know how to value this diversified business and is likely underestimating its growth.

Elon Musk is a relentless problem solver building companies that are becoming fundamental infrastructure for America and the world. Betting against him is a mistake because he creates enormous wealth and value, and even a political administration change is unlikely to meaningfully disrupt his value creation engine.