Jo Bhakdi
@JOBhakdi · Sep 26, 2026
Wall Street says a gigawatt of $SPCX Orbital compute costs $160 to $180 billion. Bank of America puts it around $165 billion. Wood Mackenzie says $170 billion. BNP Paribas says launch alone runs over $100 billion.
Our model says $68 billion all in, falling to $43 billion by
Elon Musk
@elonmusk
Will be way better than that by 2028
12:56 AM · September 28, 2026 · 49.6K views
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