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by ajmurmann 12 days ago
Your TAM for "space" growing in 20 years from $3 billion to 20T honestly seems like quite the stretch. Starship has been in development for about 10 years and it's still not even been to orbit. I have a hard time seeing that sector grow by a factor of 6,666X in 20 years. It's not been growing anywhere near that despite SpaceX's incredible innovations and price reductions.