Elon Musk says he expects Starlink to capture AT LEAST 25% market share (outside of China) when bandwidth increases massively from AI & Robotics.
That alone would equate to over $500B/year of revenue for SpaceX.
Long-term, he thinks Starlink captures over 50%…. Insane.
He’s creating an entire ecosystem that feeds each other:
• Starship
• Autonomous Vehicles
• Optimus Robots
• Terrestrial & Orbtial Data centers
• Satellite Communications
• Terafab
• Solar
• Energy Storage
The future is awesome
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Far more than that.
As I’ve said publicly, bandwidth demand will increase massively due to AI & robotics. Their need for data transfer is orders of magnitude more than humans!
Even if the communications market merely doubles in size, I would expect Starlink to reach at least 25% market share outside of China (maybe one day in China too), which would be over half a trillion dollars in revenue per year.
It’s not out of the question that Starlink carries more than 50% of Internet traffic long-term, which would probably be over a trillion/year. There is no obvious impediment to that outcome so far.
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