[Danox]

SpaceX is completely dependent upon the government. If said government decides to move on then what long-term and they will move on because of China, Russia and the EU but mostly because of China.

This brief dalliance in private enterprise in space will not last long-term.

[capitainenemo]

Only a fifth of spacex revenue is currently from government contracts, a percentage that they forecast will continue to trend downwards.

(not to say that isn't a huge risk if it disappeared, it's just far from "completely dependent")

[mrhottakes]

How much of their projected revenue is from AI that will never materialize?

[capitainenemo]

shrug not interested in stock market speculation. That ⅕th figure is from 2025 actual revenue figures. The government percentage had dropped from 2024 where it was ¼.

It's variable though, and if DoD decides it wants a bunch of spy satellites or whatnot in orbit, you could see the percentage growing, along with their total revenue ofc.

It's just far from "completely dependent" which was my only objection.

Starlink obviously a huge part - $11½b revenue in 2025.