Tyler Crowe

So

You know, there's a little bit of balance here.

I'd like to see where that goes.

But overall, I was more impressed with the launch business than I thought I was going to be.

So I think we're two out of three here because we've got launch, we've got satellite communications, and then we've got this great big AI box.

And I don't think it's a surprise that none of us have talked about that segment because I think when we get to the what we're not huge fans of, that's going to come up next.

So as we said, we're going to kind of go into the nitty gritty of the SpaceX S1 here and probably get to some of the stuff that when looking up and down the S1, there's going to be some things that we love and some things that we don't like.

And clearly there are some things in this that, you know, aren't the best.

I can't say that every single part of this thing was a glowing recommendation as to why SpaceX was something people would want to buy at the beginning.

So with that in mind, let's just go around the horn again.

John, what was your ick?

What was the thing you kind of read there and was like, oh, that's kind of gross?

Yeah.

And to your point, I just, you know, for those who are keeping score at home, the entire GDP of the United States is 32 trillion.

So we have a total addressable market that's 75, 80 percent of the U.S.

GDP.

That seems pretty ambitious.

It seems like a very global idea that, you know, sometimes you start looking at those numbers, you go, huh.

Wonder where they got that.

Similar to like what I was saying with the Starlink number being roughly equivalent to more than all the revenue spent on telecommunications in 2025.