Roughly doubling revenue at scale for a large company used to be something special, but super intelligence makes that look slow! https://t.co/PpzhA32uDV
kanekoathegreat @kanekoathegreat · 18h
Elon Musk says Cloudflare is underestimating how much AI agents will take over the internet. MUSK: “Agentic internet traffic already exceeds human traffic... Cloudflare predicted that in five years, agentic AI traffic will be a thousand times more than human traffic. And if anything, I think that is underestimating.” Ron Baron, whose firm is a major SpaceX investor, says he has modeled Starlink at $1 trillion in revenue and a $14–15 trillion valuation within 10 years, and now thinks that’s “really light.” MUSK: “Starlink revenue is growing very rapidly... roughly doubling revenues per year at large scale. I remember when that used to be a big deal.” Every AI agent needs bandwidth and compute. SpaceX is building both.