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SpaceX's S-1 listed its expected TAM and did break it out by segment. $26.5 trillion to AI, $1.6 trillion to connectivity (Starlink), $0.370 trillion to space l
by jcranmer 4mo ago
SpaceX's S-1 listed its expected TAM and did break it out by segment. $26.5 trillion to AI, $1.6 trillion to connectivity (Starlink), $0.370 trillion to space launch. https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm https://www.sec.gov/Archives/edgar/data/1181412/000162828026...
- deleted 4mo ago[deleted]
- aftbit 4mo ago$26.5 trillion dollars. That's more than $3,000/yr from every single man woman and child on the planet. Another way to put it - more than 10x as much as all of the US spends on food every year. For Grok/xAI. That's bonkers.
- deleted 4mo ago[deleted]
- tim333 4mo agoIt's not for Grok/xAI. It's an estimate for the total market for AI at some future time. As one datapoint: >Morgan Stanley projects a $25 trillion market for AI-powered robots alone by 2050, It's about 10x current AI spend.