Although I'm super bullish on SpaceX and I ran the numbers, I am baffled by 1M people on Mars by 2035-2040.
This would be absolutely mind blowing.
The only thing that tells me it might actually happen is Elon's comp package that requires it.
Which in itself is mind blowing.
Key Gwynne insights from this…
- no top number for Starlink sats. (Despite what others might say)
- capacity constrained in several key markets.
- flight 15 may be first Florida launch.
- we will not sell compute that we need for our internal AI.
- there will be likely more M&A particularly in AI (in general and SpaceX)
- Elon the best CEO now maybe ever.
- 1M inhabitants on Mars by 2035-2040.