4 pointsby meetpateltech2 hours ago1 comment
  • u1hcw9nx2 hours ago
    Super weird

    SpaceX future TAM (Total Addressable Market):

      79.6% Enterprise applications
       8.4% AI infrastructure
       5.6% Starlink broadband and mobile
       2.7% Consumer subscriptions
       2.1% Digital Advertising
       0.1% Space enabled solutions
    
    >Consumer and Enterprise Applications. We leverage our leading frontier models and compute infrastructure to deliver consumer and enterprise applications. Together with Tesla, we are also developing Macrohard, an agentic AI platform designed to be capable of fully emulating digital workflows and augmenting human operation of computers

    If you buy this narrative, God bless you.