SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

SpaceX's revenue is now driven by AI compute and Starlink, not rockets, but Musk's trillion-dollar 2027 projection warrants skepticism given his track record.

• Netflix enters maturity: Q3 revenue grew but decelerated to 16% in 2025 with guidance for 13% in 2026; engagement and ad sales are soft, and the company fired its content chief.
• SpaceX's business mix shifted: Of SpaceX's reported revenue, 'superintelligence' (AI/Cursor) hit $7.5B, Starlink connectivity $5.2B, and the core launch business just $1.8B for the quarter.

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