SpaceX has shown they can launch ~10k satellites, connect them, and serve almost 9+ million customers. It's already a $10bn+ ARR business, and fast-growing. The potential is much bigger if they can act as "cell towers in space" and also serve the aviation industry. But there's an even bigger opportunity: AI datacenters in space. With Starship, it's not hard to imagine launching thousands of smaller AI data centers orbiting Earth, powered by the sun and cooled by the vacuum of space.