I try to tell people SpaceX is a $100T company in the making bc of what it’s building. That’s my ultimate long-term bet, and the more I look at the pieces, the more sense it makes to me. However, no one believe me… 1/ STARLINK: Today, ~2.2 billion people, roughly 26% of the world have no internet. And plenty of others have internet that’s slow, unreliable or too expensive. Starlink ended June 2026 with 12 million subscribers, double a yr earlier, and available across 167 markets. SpaceX’s connectivity business brought in $4.3B in revenue that quarter alone and is already serving homes, businesses, airlines and ships, with direct-to-phone service opening another massive opportunity. 2/ AI SA…