SpaceX's Starlink: The Future of AI Infrastructure? #shorts

Indiziert: 2026-05-21

[00:00:00]The future, the real opportunity, as I continue to say, cuz no one seems to get it, is the AI infrastructure. At $66 a month times 12 months in the year, call it roughly $800, give or take, times roughly 10 million would be roughly $8 billion of extremely predictable, high-margin recurring revenue just from Starlink broadband. And on a service that is, give or take, roughly doubling its customer base every year.

[00:00:29]Unbelievable. The future, the real opportunity, as I continue to say, cuz no one seems to get it, is the AI infrastructure. The customer, Anthropic, has agreed to pay us $1.25 billion per month through May 2029. We just talked about Starlink approaching $10 billion a year. A single AI customer with this agreement here dwarfs that. AI compute into space. In the constellation that, until I hear a better name, I continue to call Starthink. I'm telling you guys, I'll be shocked if we don't see, just the next couple of years, post-SpaceX IPO agreements to the tune of hundreds and hundreds of billions of dollars just relating to AI infrastructure. This is where it's at.

[00:01:18]Everything else is a distraction.