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Tomorrow I find out if I got an allocation of shares in a company I've been enamored with for almost a decade now. I'm investing in a company I believe in, one that represents American ingenuity.
Everyday they're executing on a mission that many so called "experts" said couldn't be done.
With more than 675 orbital launches. Falcon 9 success rate is over 99.5 percent. They've got one booster that has now flown 35 times.
That's reusability in action. The same reusability that experts originally scoffed at.
Reusing hardware like that slashes the biggest costs in spaceflight. It turns huge upfront money into something that pays off across dozens of missions. China and the rest of the world are hopelessly trying to catch up to Elon and his dream of space exploration and ingenuity.
Then there's Starlink. It's making everything and everyone safer. Whether it's a sailboat in the middle of the Pacific, an airliner flying halfway around the world. Or our military harnessing high speed internet to get the mission done, or just to chat to loved ones back home.
Over 10,400 satellites in orbit right now, serving more than 10 million customers worldwide. Subscription revenue coming in every month. They're providing a real product that's making a real difference to people.
That's the kind of business that can fund bigger dreams without constant dilution. And those dreams they have are dreams that I share.
Thirteen human spaceflight missions carrying fifty crewmembers total. Finally, we don't need to rely on Russia to get to space. Real operational experience that most new space companies are still dreaming about.
But honestly, this whole thing is still just getting started. Starship is the real game changer and it's barely out of the test phase.
That's when the real fun begins...
Last year the whole world only launched about 3,000 tons of stuff into orbit...total. Mostly Starlink on Falcons. Starship changes the math completely. Each new V3 Starlink launch alone will deliver more than 20 times the capacity of current ones.
They're already cranking out hardware at scale too. Hundreds of Raptor engines built and dozens of Starship vehicles. That production muscle is what lets them move fast and keep improving.
They're moving forward on the future we all want to see, and I want to invest in that.
I'm not looking for a quick trade here. I'm treating this like a lifetime hold. It may go up or down in the first six months, but that's not my concern.
I'm in it for the long run.
The biggest upside shows up over decades. Starship opens entirely new markets that don't really exist yet at scale. Cheaper access to orbit means way more satellites, in-space manufacturing, lunar logistics, and eventually stuff farther out. Starlink keeps compounding subscribers and cash flow that funds the heavy lifting without needing endless new investors.
That's the flywheel I believe in. Lower costs drive more demand, which funds more innovation, which lowers costs again. It creates asymmetric returns for patient capital.
SpaceX has already shown they can iterate faster than anyone else in the industry while delivering real operational results.
For me it's simple. I want my money behind the team that's actually making space normal again.
American engineering at its best, pushing hard on the hardest problems with real results to show for it. The company is still early in what it's capable of, and that's exactly why I'm in for the long run.
This isn't about timing the market. It's about owning a piece of the infrastructure that opens up the next chapter for humanity.
Never bet against Elon Musk.
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