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
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