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Deep & Emerging Tech·September 29, 2026·1 min read

Could SpaceX be worth $12 trillion one day? Citi says Starship gets it a step closer.

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A $12 trillion upside scenario for SpaceX is less about the exact number and more about capital markets treating Starship as infrastructure, not a launch product. If you’re building in space, comms, or Earth observation, assume more patient capital and more aggressive assumptions about orbital logistics over the next decade.

Deep & Emerging Tech

BYD says it will have a solid-state car next year, the earliest date anyone has given

If BYD actually ships a solid-state EV a year ahead of Toyota’s 2027–2028 target and well before others’ 2030+ timelines, range, safety, and cost expectations for mid-decade vehicles reset. Auto and fleet operators should start scenario-planning around faster battery performance curves — and the knock-on effects on charging infra, residual values, and competitive positioning.