Pinned
"...our Space segment has relatively lower revenue scale and revenue growth compared to our other segments, though its financial results do not reflect the foundational strategic value that it provides to us in bolstering the growth of our Connectivity and AI segments."
The @SpaceX S-1: What really matters.
Most media coverage focuses on near-term financials, Anthropic, or Cursor.
But the real story is declining launch costs. Starship is key to unlocking SpaceX’s ~$28.5T TAM through an order-of-magnitude reduction in cost to orbit.
A 🧵…
