Fri, 22 May 2026 22:46:00 +0000
Within roughly a year, SpaceX/Elon Musk will begin selling orbital or Colossus compute capacity to Google (and potentially OpenAI), extending the Elon Web Services model beyond its current Anthropic deal.
“Well, I think it's much easier to see him selling compute to Google and I think already there have already been posts about that.” View on YouTube
There is not enough specific public confirmation of a formal SpaceX-Google compute sales arrangement to verify this claim.
SpaceX will generate approximately $25-30 billion in revenue in 2026, up from about $18-19 billion the prior year.
“Well, last year it did 181 19 billion. It'll probably do 25 to 30 this year.” View on YouTube
SpaceX's 2026 revenue is projected in the $22-30 billion range, closely matching the predicted $25-30 billion figure, up from about $18.7 billion in 2025.
SpaceX's annual revenue will grow to roughly $40-45 billion in 2027, then roughly double again (to about $80-90 billion) in 2028.
“So I suspect what happens is next year it's probably 40 45 billion and then the year after that it probably doubles again.” View on YouTube
This prediction concerns SpaceX's 2027 and 2028 revenue, years that have not yet occurred.
SpaceX's terrestrial (ground-based, non-space) data center business alone will generate $100-200 billion in revenue by 2030-2032.
“terrestrial data centers alone are a hundred or $200 billion of revenue by 2030 2032” View on YouTube
This prediction concerns terrestrial data center revenue by 2030-2032, a timeframe far in the future.
SpaceX's Starship will achieve rapid reusability (flying and landing the same booster/ship multiple times per day) within about one to two years, possibly sooner.
“I don't know when. I don't want to make a prediction. I would guess a year or two, maybe sooner.” View on YouTube
As of mid-2026, SpaceX had not yet achieved rapid same-day multi-flight Starship reusability; the upper-stage tower catch milestone was still pending, so this window has not been definitively resolved.
Space-based (orbital) data centers will become commercially real sometime between the second half of 2028 and the first half of 2030.
“But I think second half of 28 to first half of 2030 would be my point prediction.” View on YouTube
This prediction concerns commercial orbital data centers arriving between late 2028 and early 2030, a timeframe not yet reached.
Rising Japanese government bond yields (30-year hitting a record 5.1%) unwinding the yen carry trade will act as a catalyst for a global credit crisis.
“I would think that this is one of those things that could be a catalyst for a for a a credit crisis because there's a lot of people that are in this carry trade and we'll see.” View on YouTube
No global credit crisis has occurred as of 2026 despite periodic Japanese government bond yield spikes and yen carry trade concerns.
There will not be a near-term U.S. dollar crisis, given America's relative advantages in energy self-sufficiency, AI leadership, and market strength versus other major economies.
“I don't think a dollar crisis is around the world.” View on YouTube
No US dollar crisis has occurred; the dollar has remained the dominant global reserve currency.
The Trump administration has tacitly signaled to Xi Jinping that China can eventually take Taiwan, potentially through a negotiated 20-30 year handoff arrangement, provided it does not occur during Trump's term.
“I do think he's probably given him the green light on like, "Hey, Taiwan's yours. Just let's not have it during my administration. Maybe like we do a 30-year deal or a 20-year handoff deal." I wouldn't be surprised if something like that happens” View on YouTube
There is no evidence the Trump administration has tacitly signaled acceptance of an eventual Chinese takeover of Taiwan; official US policy has continued to emphasize support for Taiwan's defense.