Aaron Burnett
@aaronburnett · Jun 28, 2026
Our estimates for Starlink capacity/revenue are among the most bullish in the industry. The more I dive into the AI compute side the more I’m realizing we likely underestimated Cursor/grok.
Shay Boloor@StockSavvyShay· Jun 28, 2026$SPCX is expected to approach ~$100B of revenue by 2028 which would make SpaceX one of the fastest-scaling businesses in the world at this size.
The reason that ramp is even possible is that SpaceX controls the launch layer, uses that launch capacity to scale Starlink, uses
Elon Musk
@elonmusk
I would be disappointed if SpaceX did not significantly exceed these milestones
12:05 AM · June 29, 2026 · 1.3M views
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