Elon Musk Says SpaceX Could Generate $1 Trillion in Revenue by 2030. Here Are 2 Companies That Could Get There First

The article argues that SpaceX is unlikely to reach Elon Musk’s stated goal of $1 trillion in revenue by 2030, but that Amazon and Walmart are more plausible candidates to hit the milestone first. Amazon is highlighted as the stronger growth story: it generated $716.9 billion in 2025 revenue, grew 18% year over year in the first half of 2026, and may approach $1 trillion before 2030 thanks to e-commerce leadership, AI-driven efficiency gains, and accelerating AWS growth. Walmart is also close, with $713.2 billion in fiscal 2026 revenue and a path to $1 trillion later in the decade, supported by scale, low-price positioning, growing e-commerce sales, and its advertising business. The piece is fundamentally bullish on Amazon and Walmart as long-term businesses, while being skeptical that SpaceX can meet its revenue target on the proposed timeline.