SpaceX IPO Raises $75B: ASEAN Capital Implications
From our perspective, it is definitely an AI company, but we're focused on the benefits, scale, and cost reductions that could come from building data centers in space and from making Starship fully reusable. They're not there yet. They're saying the second half of 2026, but that would be a game changer in our view. And then they've got the profit generator in Starlink. The TAM on that business is