ROTTing and Threading, plus a Conversation with Michael Mealling of Starbridge Venture Capital
RiskReversal Pod
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Is SpaceX Star Link a Twelfth of a Trillion Dollar Market?
Merrill Lynch and Morgan Stanley predicted a trillion dollar market cap for the entire sector by 2040. I really do expect over the next three to four years as those constellations get built out, some of these companies like Axiom you start seeing hardware being flown in these new space stations from blue and Sierra yeah I really do Expect a trillion dollars I think is the minimum 24 but it depends on what the inflation rate ends up being.
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