underscored

@underscored

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But our fundamental belief is that Atlas, and the AI native services business, has a larger market.

Chuck Ganapathi
2w ago
readtrung.com
SpaceX: The AI IPO

We believe we have identified the largest actionable total addressable market ("TAM") in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications.

3w ago

Underscored — save the words that stop you in your tracks.

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