Jason Calacanis

But conceptually, Elon put 10,000 Starlinks up.

Is he capable of putting 10,000 data center rockets up there?

The size is much bigger, Jason.

The foils are much bigger.

The wings are much bigger.

My point is it's not different if he has the new Starship.

Because that's 10 times bigger, yeah.

You can't just scale like this.

That being said, it's technically possible.

I think he will be the first one to figure it out.

But I'll just take a much more pedestrian take, which is, okay, you're sitting here.

And if I'm asking myself, Jamath, how do I underwrite SpaceX at 2 trillion?

Here's the basic math that I would do.

Well, last year it did 18, $19 billion.

It'll probably do 25 to 30 this year.

Okay, so I'm buying this thing

at a fairly costly premium, right?

So what am I buying?

Well, I'm buying probably the most important internet infrastructure project that's happened since the internet itself, that's going to scale to hundreds of millions of users.

And the reason that's going to scale to hundreds of millions of users is, it's just very useful, and it's just going to become cheaper and cheaper and cheaper.