> "SpaceX’s revenue could reach $3.4 trillion in 2040, according to a Morgan Stanley analysis shared with top investors Thursday, according to people familiar with the matter. Morgan Stanley told investors the rocket maker’s adjusted earnings before interest, taxes, depreciation and amortization in 2040 could top $2.7 trillion, the people said."
To achieve this, SpaceX would have to grow at an average annualized rate of about 42% per year for the next 15 years.
While riding the one of the largest periods of CAPEX in history, Nvidia's CAGR over the past 5 years has averaged about 67%. I don't see how SpaceX can accomplish this outside of continued, consistent growth in investment across AI infrastructure and space-related revenue streams.
At this specific moment if SpaceX and Musk said they would be building a Dyson Sphere, CNBC would make a round table to discuss it. Watch and learn, we only see these bubbles once every 25 years.
To achieve this, SpaceX would have to grow at an average annualized rate of about 42% per year for the next 15 years.
While riding the one of the largest periods of CAPEX in history, Nvidia's CAGR over the past 5 years has averaged about 67%. I don't see how SpaceX can accomplish this outside of continued, consistent growth in investment across AI infrastructure and space-related revenue streams.