From social media to mind-controlled tech,
ย
Musk is locking in recurring revenue.
ย
๐๐ญ๐๐ซ๐ฅ๐ข๐ง๐ค:
ย
4 MILLION subscribers.
ย
Trajectory:
ย
โ Launch: Oct 2020
โ 1M subs: Dec 2022
โ 2M subs: Sep 2023
โ 3M subs: May 2024
โ 4M subs: Sep 2024
ย
Stats:
ย
โ 118 countries
โ 2.8 billion people covered
โ $8.2 BILLION in revenue
โ Expanding into maritime, aviation, and enterprise
ย
At this pace, Starlink will hit 100 MILLION subs by 2032.
ย
๐๐๐ฌ๐ฅ๐:
ย
Full Self-Driving (FSD) is recurring revenue on wheels.
ย
โ $8,000 purchase or a monthly subscription
โ “Ballistic” growth by 2026, fueled by robotaxis
โ A projected $20 TRILLION market
ย
๐:
ย
Turning social media into a subscription.
ย
โ Subscription tiers: $1, $8, or $22/month
โ Ad model “shrinkage”
โ Attempted acquisition of Substack
ย
The endgame: a direct-pay social network that rewards creators and locks in users.
ย
๐๐๐ฎ๐ซ๐๐ฅ๐ข๐ง๐ค:
ย
Another Subscription Play?
ย
Brain-computer interfacesโwith recurring revenue built in.
ย
โ Neural implants with continuous software updates
โ Potential for cognitive enhancement subscriptions
โ The first two human patients already implanted
ย
The Musk Model:
ย
Stable revenue > One-time purchases
Monthly cash flow > Transactional sales
Recurring income funds innovation, growth
ย
Starlink. Tesla. X. Neuralink.
ย
Different industries.
Same business model.
