Roughly doubling revenue at scale for a large company used to be something special, but super intelligence makes that look slow!
Musk says Starlink revenue doubles yearly and AI progress outpaces that
AIElon Musk says Starlink revenue is roughly doubling each year at large scale, which he calls slow next to superintelligence. He also argues that Cloudflare underestimates agentic AI traffic, which he says already exceeds human traffic.
Elon MuskVerified on X
@elonmusk
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.
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Elon Musk · x.comPublished
Original title: Roughly doubling revenue at scale for a large company used to be something special, but super intelligence makes that look slow!