Gwynne Shotwell on Starlink headroom — and the business that surprised them. "Our market penetration on Starlink is one and a half to 2% depending on which country you're in." Starlink is carrying its own weight, and it’s barely scratched the market. Then the line she called a little embarrassing: "But honestly, right now — and it is a little embarrassing — but compute rental…" "It's a heck of a business." "This is tens of billions of dollars per quarter in buildout." Rockets and Starlink stay the story. Compute rental is already the cash surprise.

Gwynn Shotwell, President of SpaceX says: We don't see any decrease in demand for data center rentals. Data center rentals are now our biggest revenue producer More announcements about data centers are coming. SpaceX will have no problem financing its massive capex plan AND THE STOCK IS DOWN 3%?