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Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

matteast.io

21–30 of 219 posts

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#22
post #12

I know this sounds "bad" but early in Tesla's forcasts, I've seen many "highly unlikely" articles, but Tesla ended up blowing past expectations. This one is tough too, but I hate just dismiss it as unlikely especially with Elon at the helm

Those things were highly unlikely because they accounted for rationality from the consumer's end as well as the political's end and of course Fed and regulators

All 3 went out of the window sometimes around 2015 or so.

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#23
post #2

You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.

China launched a direct competitor on June 2nd "China launches debut mission of Falcon 9-like rocket with no advance notice" https://www.space.com/space-exploration/launches-spacecraft/... Spacex is going to get rekt, China has all the materials and workforce

This comment is very clearly an exaggeration even if there is a grain of truth to it. You should consider addressing the fact that there can be multiple "leaders" at any given time, and geopolitical boundaries can shape those leaders.

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#25
post #2

You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.

China launched a direct competitor on June 2nd "China launches debut mission of Falcon 9-like rocket with no advance notice" https://www.space.com/space-exploration/launches-spacecraft/... Spacex is going to get rekt, China has all the materials and workforce

It's possible SpaceX will get "rekt", but the US has decades of experience and manufacturing processes set up for aerospace, as well as established customers. As long as SpaceX doesn't become heavily unionized I suspect they'll be able to compete strongly with anything China develops.

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#26
post #2

You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.

> Donald Trump said “I love the inflation” after new data showed that inflation jumped to an annual rate of 4.2% in May, the third consecutive monthly increase since the start of the Iran war and a three-year high.

https://www.theguardian.com/business/2026/jun/10/inflation-r...

You may be on to something...

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#27
post #2

You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.

China launched a direct competitor on June 2nd "China launches debut mission of Falcon 9-like rocket with no advance notice" https://www.space.com/space-exploration/launches-spacecraft/... Spacex is going to get rekt, China has all the materials and workforce

Perhaps at least wait until Long March proves to be recyclable/reuseable before you call it a direct competitor.

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#28
post #4
post #2

You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.

Sorry, but I'm not pricing a stock today based on the assumption that this country will turn into a theocratic autocracy with a 70% YoY inflation rate for 15 years. Besides, if I was pricing that in, I'd be buying indexes and not a specific stock. The 70% YoY inflation would rise all tides. Not just SpaceX.

Isn't SpaceX uniquely in the position to benefit from that kind of government?

Re: Why SpaceX 2040 Revenue FCST $4.3T in highly unlikely

#30
post #12

I know this sounds "bad" but early in Tesla's forcasts, I've seen many "highly unlikely" articles, but Tesla ended up blowing past expectations. This one is tough too, but I hate just dismiss it as unlikely especially with Elon at the helm

Blown past?

It was only a few years ago people were saying Tesla was going to own the entire car market, and everyone else would go out of business. The Cybertruck was going to be the best selling car of all time, the insurance business was going to be a massive money maker etc.

None of these things happened.

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