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Kevin Roose describes SpaceX as a conglomerate containing two strong businesses, reusable rockets and Starlink internet, and two weaker ones, XAI and X, the social network. He notes XAI now rents compute to Anthropic.
Laffont believes the global telecom and broadband profit pool is $200-400B, a market Starlink is now addressing with a superior product, which fundamentally changes its valuation rationale.
Mack explains SpaceX's core business is Starlink, its satellite internet service with 10 million users and $4.4 billion in profit last year. The company also dominates the launch market, responsible for over 85% of mass sent to orbit.
Target Team’s Stargets system can track nearly one million Starlink terminals globally, exposing users’ locations and challenging assumptions about satellite internet privacy.
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