Company · Markets
SpaceX: what the voices are saying
Aerospace company building rockets and the Starlink satellite network.
Where the voices stand
BullishLatest views: 3 bullish, 0 neutral, 0 bearish. Counted only where SpaceX was the subject of the claim; 6 passing mentions not counted.
The read
Voices see SpaceX as an AI-compute powerhouse with big upside, though IPO supply and execution risks remain.
Peter Diamandis's shows described AI, not rockets, as SpaceX's largest business, with Elon Musk saying it might have more than 20 gigawatts of superintelligence compute online next year, a non-zero possibility.[1] Jordi Visser said SpaceX's compute demand substantially exceeds supply and cited its plans to add capacity as evidence that AI infrastructure demand remains strong.[2] On Scott Melker's show, ARK's Brett Winton said SpaceX could reach roughly $300B in earnings by end of 2027, which at 40x would be worth around $12T.[3] Peter Diamandis's panel also predicted a Tesla-SpaceX merger before year-end, and Scott Melker made a similar call, adding that the combined company would hold over 30,000 Bitcoin.[4][5] Peter Diamandis's panel described SpaceX as a cash-flow-rich firm that should come out stronger from a neocloud shakeout, while Dave Blundin expects the SpaceX, Anthropic and OpenAI IPOs to make San Francisco the world's financial capital.[6]
Where they disagree
Gracy Chen, on Scott Melker's show, warned that mega IPOs including SpaceX will dump a huge amount of stock supply on the market, while Dave Blundin on Peter Diamandis's show saw them as a boost to San Francisco's financial standing.[7][6]
Sources (7)
- Peter Diamandis: SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 (Oct 23, 2026) · watch
- Jordi Visser: AI Bubble Burst? Bitcoin to Zero? Hedge Funds Wrecked? Sounds Like a Bottom is Near (Oct 25, 2026) · watch
- Scott Melker: Bitcoin Is Insurance Against Financial Chaos - ARK's Chief Futurist (Oct 25, 2026) · watch
- Peter Diamandis: Flying Tesla Car, Robot Brains Halving in Cost Every 3 Weeks, and Why Incentives Decide AI Alignment (Oct 17, 2026) · watch
- Scott Melker: Bitcoin's Biggest Advantage Is The One Wall Street Can't Buy | Saeed Badreg (Oct 23, 2026) · watch
- Peter Diamandis: Anthropic’s $2T IPO, Elon Predicts Neocloud Death, and China’s Kimi Catches Up | #306 (Oct 28, 2026) · watch
- Scott Melker: Bitcoin Could Swing 30% Either Way In The Next Two Months | Gracy Chen (Oct 24, 2026) · watch
Each voice's latest take
| Voice | Stance | What they said | When |
|---|---|---|---|
| Scott Melker | Very bullish | SpaceX could reach roughly $300B in earnings by end of 2027, and at 40x would be worth around $12T, far above today's price. | 3 days ago |
| Jordi Visser | Very bullish | Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong. | 3 days ago |
| Peter Diamandis | Very bullish | Peter said Starlink could take over the mobile-coverage business by offering connectivity everywhere. | 5 days ago |
Calls about SpaceX
- SpaceX could reach roughly $300B in earnings by end of 2027, and at 40x would be worth around $12T, far above today's price.
“So, if you do 40 * 300, you end up with one uh 12 trillion dollars in enterprise value”
- Elon Musk said SpaceX might have more than 20 gigawatts of superintelligence compute online next year, while describing that outcome as a non-zero possibility.
“there's a non-zero possibility”
- Elon Musk said SpaceX expected to bring an additional 10 gigawatts of compute online in 2027.
“bring an incremental 10 gawatt of compute online in 2027”
- Peter said SpaceX’s Starlink bandwidth could increase one hundredfold within three years.
“within 3 years to increase a 100fold on bandwidth”
- Peter said Starlink could take over the mobile-coverage business by offering connectivity everywhere.
Every mention
- Elon Musk says debt markets have shut off funding for companies without substantial non-data-center revenue, and the roughly 200 neoclouds will see guppy-level death and consolidation.
“the 200 neoclouds are going to see guppy level death and consolidation”
- After the Anthropic, OpenAI and SpaceX IPOs, San Francisco becomes the overwhelming financial capital of the world, with the money reinvested into AI.
“After these IPOs, San Francisco is overwhelmingly the financial capital of the entire world.”
- SpaceX could reach roughly $300B in earnings by end of 2027, and at 40x would be worth around $12T, far above today's price.
“So, if you do 40 * 300, you end up with one uh 12 trillion dollars in enterprise value”
- Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong.
“Compute demand is substantially greater than supply.”
- Upcoming mega IPOs such as SpaceX, Anthropic and OpenAI will dump a huge amount of stock supply on the market.
“that's a huge amount of stocks that's dumped to the market, in my opinion.”
- Peter said AI, rather than rockets, had become SpaceX’s largest business and characterized the company as having shifted toward AI.
“AI, not rockets, is now SpaceX's largest business.”
- Elon Musk said SpaceX might have more than 20 gigawatts of superintelligence compute online next year, while describing that outcome as a non-zero possibility.
“there's a non-zero possibility”
- Elon Musk said SpaceX expected to bring an additional 10 gigawatts of compute online in 2027.
“bring an incremental 10 gawatt of compute online in 2027”
- Peter said SpaceX’s Starlink bandwidth could increase one hundredfold within three years.
“within 3 years to increase a 100fold on bandwidth”
- Alex argued that Elon Musk is treating SpaceX and Tesla as parts of one broader enterprise, with assets and business lines crossing company boundaries.
“Elon is treating already and has been treating SpaceX and Tesla like they're the same business”
- Alex predicted that other entrepreneurs would copy the model of formally separate companies operating as an integrated business ecosystem, unless regulators or courts stop it.
“I expect so many other entrepreneurs to copy his example.”
- Peter said Starlink could take over the mobile-coverage business by offering connectivity everywhere.
- Tesla and SpaceX are likely to merge, forming a huge company and one of the largest Bitcoin treasury holders with over 30,000 Bitcoin.
“this is going to probably be the biggest company on planet Earth in the future”
- Chamath supports giving children company shares, arguing that direct ownership is preferable to a conventional philanthropic pledge and can build participation in capitalism.
“this is really the better version of the giving pledge.”
- Peter says Tesla shares rose 5% after the Roadster announcement and predicts Tesla and SpaceX will announce a merger before year-end.
“my prediction is they're going to announce the merger before the end of the year.”
- Dave agrees with Elon’s view that SpaceX could become vastly more valuable as AI accelerates economic activity and expands what can be done in space.
“I think he's got it pretty well nailed”
Frequently asked questions
Are investors bullish or bearish on SpaceX?
On balance the voices Read on Risk follows are bullish on SpaceX: of their latest views, 3 bullish, 0 neutral and 0 bearish (as of Oct 29, 2026).
What does Scott Melker think about SpaceX?
SpaceX could reach roughly $300B in earnings by end of 2027, and at 40x would be worth around $12T, far above today's price. (Very bullish, Oct 25, 2026.)
What does Jordi Visser think about SpaceX?
Visser says SpaceX's compute demand substantially exceeds supply and cites its plans to add compute capacity as evidence that AI infrastructure demand remains strong. (Very bullish, Oct 25, 2026.)
What does Peter Diamandis think about SpaceX?
Peter said Starlink could take over the mobile-coverage business by offering connectivity everywhere. (Very bullish, Oct 23, 2026.)
What is SpaceX?
Aerospace company building rockets and the Starlink satellite network.
Often discussed alongside
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