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Morgan Stanley Sees SpaceX's Revenue Reaching $3.4T in 2040

wsj.com
5 points·by logicalfails·पिछला माह·4 comments

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logicalfails
·पिछला माह·discuss
> "SpaceX’s revenue could reach $3.4 trillion in 2040, according to a Morgan Stanley analysis shared with top investors Thursday, according to people familiar with the matter. Morgan Stanley told investors the rocket maker’s adjusted earnings before interest, taxes, depreciation and amortization in 2040 could top $2.7 trillion, the people said."

To achieve this, SpaceX would have to grow at an average annualized rate of about 42% per year for the next 15 years.

While riding the one of the largest periods of CAPEX in history, Nvidia's CAGR over the past 5 years has averaged about 67%. I don't see how SpaceX can accomplish this outside of continued, consistent growth in investment across AI infrastructure and space-related revenue streams.
logicalfails
·2 माह पहले·discuss
I suspect this is more a function of the corporate sanitization of language within the models. When I have passed my resume through the models for refinement, it often sanitizes some of the more easy going or simpler wording. It expands the vocabulary, makes it more dense, and uses more corpo speak in the bullets and formatting.

Each model likely has its own biases in terms of what constitutes correct corporate speak, and it chooses the resumes that best fit this. Ultimately, I suspect it's more a function of model saying "this grammer, syntax structure, and formatting is most aligned with what is correct corporate language, so flag as high quality".
logicalfails
·3 माह पहले·discuss
I live about 2 hours from it. Is there any other hiking to do on the park other than the boardwalk that the Author mentions?
logicalfails
·5 माह पहले·discuss
This may be the epitome of chaotic-good in the modern world
logicalfails
·5 माह पहले·discuss
From what I can tell, much of the recent layoffs by Amazon and other large companies has been relatively surgical, focused on specific projects or silos within the company. According to the WSJ, part of these layoffs are directly tied to the shutting down of the Fresh and Go Business. Looking back, in October 2025, there was Gaming division layoffs. Echo division in 2023. Meta laid off VR reality employees a couple weeks ago.

These layoffs don't seem to be driven by "productivity" gains of AI (yet), more so shifting out of failed business experiments. I wonder if this will act as a signaling mechanism for employees to avoid "novel" projects to avoid getting laid off or being associated with a whole division getting shutdown.
logicalfails
·5 माह पहले·discuss
From what I can tell, much of the recent layoffs by Amazon and other large companies has been relatively surgical, focused on specific projects or silos within the company. According to the WSJ, part of these layoffs are directly tied to the shutting down of the Fresh and Go Business. Looking back, in October 2025, there was Gaming division layoffs. Echo division in 2023. Meta laid off VR reality employees a couple weeks ago.

These layoffs don't seem to be driven by productivity gains of AI (yet), more so shifting out of failed business experiments. I wonder if this will act as a signaling mechanism for employees to avoid "novel" projects to avoid getting laid off or being associated with a whole division getting shutdown.
logicalfails
·6 माह पहले·discuss
> The new AirTag is designed with the environment in mind, with 85 percent recycled plastic in the enclosure, 100 percent recycled rare earth elements in all magnets, and 100 percent recycled gold plating in all Apple-designed printed circuit boards. The paper packaging is 100 percent fiber-based and can be easily recycled.

I'm no material scientist, but this seems pretty impressive to me that Apple's economy of scale can pull this off, and upgrade the device capabilities, for less than $30 USD.
logicalfails
·6 माह पहले·discuss
Why do individual European countries seem so obsessed with blocking Pirate sites? I assume the majority of IPs being pirated are likely from outside their own country, so the harm is negligible to the individual country's internal revenue streams, no?
logicalfails
·9 माह पहले·discuss
To play the devils advocate, does that take into the "cost" to the government if pensioners are living longer because Alzheimers was cured? I could easily see this turning into a debate behind politicians closed doors of

"If "x" % of the population has their life is extended an average of "y" years, how much more does that cost in pension payouts over the life of the individual vs the medical savings from curing Alzheimers?"
logicalfails
·9 माह पहले·discuss
While I am all for the free market, making disposable battery companies label the estimated MAH on batteries would be a win-win in so many ways. For consumers, the environment, waste management, etc...
logicalfails
·9 माह पहले·discuss
His work and department was very quant heavy. I'd say the majority of his students spend most of their time in Python/R cleaning datasets running models
logicalfails
·9 माह पहले·discuss
In 2017, I listened to a highly cited Political Economist rant about how

"The whole damn field is turning into a bunch of Data Monkeys"

Referring to the rise of CS and DS minded economists in the field. His top student was a computer science major...
logicalfails
·9 माह पहले·discuss
My first thought is wondering if it's one of two things:

A. The bottom half of PhD Economists are not being trained in the data science/Big Data side of analysis increasingly needed

B. There is less demand for Theory-sided Economists over computationally trained ones
logicalfails
·10 माह पहले·discuss
I'm trying to hang on to my 13 mini until next year, when hopefully Apple will have figured out Apple Intelligence and upgrade the phone hardware to run it. But I'm worried my 13 mini won't make it that long. It's starting to struggle with even basic apps and lags just reading news articles. Battery is still at over 80% though