- Entry
- —
- Now
- —
- Target
- —
- Score
- —
I keep seeing people ask “how is space a multi trillion dollar industry for SpaceX?” Well, here’s part of the answer. Of the $28.5 trillion estimated total addressable market, $0.3 trillion is estimated in space launch and $1.65 is in connectivity. Where’s the rest? All of it is in an AI business a la Anthropic/Google/OpenAI. They estimate $22.7T will be from enterprise AI services alone. SpaceX themselves estimate their space business will max out at $2T. SpaceX is not IPOing …
— ORIGINAL POST ·
93% of SpaceX’s estimated TAM is not space
· r/stocks
· May 28, 2026