reply Some of the things I say are speculative or aspirational and some are not. What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon. Or that an order of magnitude more V3 and beyond Starlink satellites, plus V2 and beyond direct-to-cell satellites, will be launched. That means >100X the bandwidth of the Starlink V2 system, which will reach $20B ARR this year. Even if revenue per gigabit drops by 10X, that still means SpaceX communications revenue will exceed $200B/year!

reply Some of the things I say are speculative or aspirational and some are not. What is not speculative is that the V3 satellites that will be launched on Starship are an order of magnitude more capable than the V2 satellites currently launched on Falcon. Or that an order of magnitude more V3 and beyond Starlink satellites, plus V2 and beyond direct-to-cell satellites, will be launched. That means >100X the bandwidth of the Starlink V2 system, which will reach $20B ARR this year. Even if revenue per gigabit drops by 10X, that still means SpaceX communications revenue will exceed $200B/year!

Source:https://x.com/elonmusk/status/2086229516599673108