Re:Google will pay SpaceX $920M per month for compute
by SkiFire13 on Sunday June 07, 2026 @06:02AM
(#48433370)
> Many people think their claimed TAM is total fiction, and attempting an actual realistic TAM relies far more heavily on starlink.
Then either the TAM for Starlink is ~20x bigger than reported by SpaceX (I doubt they would downplay themselves in such a way) or the whole SpaceX TAM is ~5x smaller (much more realistic, if not more than that)
Re:Google will pay SpaceX $920M per month for compute
by Robotbeat on Sunday June 07, 2026 @03:24PM
(#48437740)
I think the TAM for both is reasonable (it's just generic "Enterprise" stuff, at the end of the day), but I think Starlink is better able to capture a larger portion of its TAM.
Then either the TAM for Starlink is ~20x bigger than reported by SpaceX (I doubt they would downplay themselves in such a way) or the whole SpaceX TAM is ~5x smaller (much more realistic, if not more than that)