Uploaded September 2026 | Updated September 2026, 2 weeks ago

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Brian and Dillon (Electrified) dig into SpaceX's real total addressable market — payload, Starlink, and the AI compute leasing business Elon says could dominate its future value. They break down Starship's economics, Nvidia's chip bottleneck, and how much of Elon's forecasting to actually trust.

0:00 Intro & TAM
1:07 SpaceX AI value
5:37 Launch economics
9:04 Nvidia chip supply
14:00 Compute margins
17:19 500 billion prediction
18:59 Starlink V3 spectrum
20:31 Starlink mobile plans
23:19 Aviation Starlink deal
25:45 Closing thoughts

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