Research & Invest(@R_and_Invest):If Nikesh is right then @elonmusk plan to expand $SPCX capex is a very bad plan. Of the $1.5 trillion, SpaceX primary valuation ($800B-$1.2 trillion) comes from Neo Cloud business. Starlink or launch does not have this explosive growth and would never be at $100B ARR near term.

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Research & Invest@R_and_Invest

2026.08.27 12:41

If Nikesh is right then @elonmusk plan to expand $SPCX capex is a very bad plan. Of the $1.5 trillion, SpaceX primary valuation ($800B-$1.2 trillion) comes from Neo Cloud business. Starlink or launch does not have this explosive growth and would never be at $100B ARR near term.