Robin(@xdNiBoR):Here is the full talk from SpaceX CFO Bret Johnsen (@BretWJ) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

2026.09.10 23:02

Here is the full talk from SpaceX CFO Bret Johnsen (@BretWJ) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space