SpaceX is the most perfectly positioned company on Earth for the future economy
Not because it builds rockets. Because it is building the infrastructure layer that makes entirely new economies possible:
• Point-to-point travel on Earth
• Space tourism
• AI orbital data centers
• Manufacturing in orbit
• Asteroid mining
• Lunar manufacturing and transport
• Passenger and cargo transport to Mars
• Energy production on Mars
These sound like science fiction until you realize SpaceX is already operating on the core stack needed for all of it. Vertical integration at an insane scale
This is why SpaceX is in a league of its own. SpaceX does ~86% of all mass to orbit, making the rest of the world's space programs look like a rounding error
One company controls the launch system, the satellite network, the manufacturing base, the software, and the long-term economic roadmap
SpaceX is not just trying to win the rocket industry alone. It is trying to open the next economic frontier
It is building those rails before the market even knows they exist
Elon Musk on building a self-growing city on the Moon:
"You don't necessarily have to go through the moon to get to Mars. We can build a self-growing city on the moon faster than we could do so on Mars, and there's also the potential, if you say you want to scale far beyond what you can do from Earth, is that because the moon has no atmosphere and about 1/6 Earth's gravity, you can use an electromagnetic accelerator, a rail gun or mass driver, basically you don't need to use rockets to do AI data centers into deep space from the moon, you can literally just shoot them like a, like a rail gun type of thing, and and you can manufacture the solar, the solar and the radiators, solar power and radiators on the moon from moon materials that would allow scaling potentially to beyond 1000 terawatts a year, which is a truly staggering number. I think we can do probably do somewhere around one terawatt per year of AI space compute from Earth, but we can do 1000 terawatts or more from the moon."
At the turn of this century, many people were also shouting about the Internet being a scam, a bubble, and that it was all over .Because the path of the Internet's development didn't quite match what they had imagined.
这个世纪初的时候,很多人也在喊互联网骗局,泡沫、结束了;因为互联网长得和他们想的不太一样。