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Chamath said $SPCX may be building “most important internet infrastructure project since the internet itself.” Thats why the IPO debate is so complicated since SpaceX may look expensive on traditional metrics but those numbers likely don't capture the full upside over the next decade. Starlink growth, Starship economics, satellite-to-mobile,...

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Shay Boloor

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43,581 просмотров • 2 месяцев назад •via X (Twitter)

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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 просмотров • 1 месяц назад

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX
4:27

What if Tesla and SpaceX are really building one giant infrastructure platform? 👀 Cern Basher points out that together they could provide energy, internet, transportation, AI, robotics, security, and even future space-based computing. Think Starlink, Megapacks, Robotaxis, Optimus, Grok, Starshield, and orbital data centers all working together! Big idea: Tesla and SpaceX may not just be building products, they may be building the operating system for the future. $TSLA $SPCX

Herbert Ong

36,183 просмотров • 2 месяцев назад

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val
2:58

🇺🇸 Bret Johnsen says Starship, Starlink, and massive data centers are becoming the backbone of the next technological era. As AI's demand for computing power explodes, SpaceX is building the infrastructure to connect, power, and scale it globally. The race for AI dominance may not be won by software alone… but it could depend on who controls the infrastructure of Earth and space. Source: SpaceX, Gavin Baker, Elon Musk / Writer: Val

Mario Nawfal

29,934 просмотров • 1 месяц назад

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX
6:33

🚨 Elon Musk's reported Terafab project could be bigger than most people realize. 👀 Jo Bhakdi says the planned Tesla-SpaceX facility could reach 100 million square feet, about 10 times larger than Giga Texas, with a goal of producing around 1 terawatt of AI chips per year. He also highlighted Elon’s vision for AI in space, with plans to rapidly increase compute power in orbit over the next few years. If these plans become reality, SpaceX and Tesla may not just be building products. They could be building the infrastructure that powers the future of AI. $TSLA $SPCX

Herbert Ong

23,227 просмотров • 1 месяц назад

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.
1:07

$SPCX looks expensive but also remember market is paying for what SpaceX could earn by 2028 if Starlink keeps scaling, launch remains the toll road to orbit and Starship starts lowering the cost curve of space. If EBITDA grows toward ~$50B by 2028 then a $2T valuation is closer to ~40x EBITDA which isn't crazy for a monopoly-like launch business with a high-margin Starlink engine and upside from AI infrastructure and orbital compute.

Shay Boloor

472,386 просмотров • 1 месяц назад

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space
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SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 просмотров • 2 месяцев назад

STARLINK V3: THE SKY JUST LEVELED UP Starlink went from fast internet to full-on orbital infrastructure. Not just speed: power, intelligence, reach. It changed the rules. * 100kW+ space-based power potential activated * 328 new V3 satellites launched and operational * Latency dropped under 20ms across most active zones * First orbital AI compute systems now running on Starlink nodes * Used in Mars mission prep, real-time comms, and deep space tests * Dev access quietly opened to teams building apps in low Earth orbit What started as faster WiFi just became orbital infrastructure. Source: Starlink, SpaceX, Elon Musk
0:20

STARLINK V3: THE SKY JUST LEVELED UP Starlink went from fast internet to full-on orbital infrastructure. Not just speed: power, intelligence, reach. It changed the rules. * 100kW+ space-based power potential activated * 328 new V3 satellites launched and operational * Latency dropped under 20ms across most active zones * First orbital AI compute systems now running on Starlink nodes * Used in Mars mission prep, real-time comms, and deep space tests * Dev access quietly opened to teams building apps in low Earth orbit What started as faster WiFi just became orbital infrastructure. Source: Starlink, SpaceX, Elon Musk

Mario Nawfal

30,939 просмотров • 6 месяцев назад

🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX
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🚨 Elon Musk may be building something much bigger than most investors realize! According to the analysis, Tesla and SpaceX now have 7 major factory projects underway with more than $200 billion in combined CapEx planned or in progress. These projects span AI chips, AI training clusters, satellite production, Starship manufacturing, Optimus robots, and Megapack energy storage. The bigger idea isn't just making products. It's building the infrastructure that powers AI, energy, transportation, robotics, and communications at scale. If even part of this vision succeeds, Tesla and SpaceX could end up reshaping multiple industries at the same time. $TSLA $SPCX

Herbert Ong

58,321 просмотров • 1 месяц назад

Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger
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Starlink deployment is running ahead of its record-setting 2025 pace SpaceX deployed 1,589 Starlink satellites during the first half of 2026 That is 100 more than the 1,489 satellites deployed during the same period in 2025...a year that already set a new record Nearly 11,000 Starlink satellites are now functioning in orbit SpaceX is mass-producing orbital internet infrastructure at an unprecedented pace And with Starship preparing to carry next-generation V3 Starlink satellites, the next phase is going to be even bigger

X Freeze

76,809 просмотров • 16 дней назад

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX
15:32

🚨 Google and Anthropic are reportedly paying SpaceX more than $2.1 billion per month for AI compute capacity That's a revenue run rate of roughly $26 billion per year! Jeff Lutz 🔋 says the bigger story isn't the money. It's that some of the world's leading AI companies are choosing SpaceX to power their AI ambitions. A few years ago, SpaceX was known for rockets. Today, it may be becoming one of the most important AI infrastructure companies in the world. 🚀 $SPCX

Herbert Ong

33,728 просмотров • 1 месяц назад

Jordi Visser: The Most Profitable Phase of the AI Trade May Be Over. Is Crypto Next? On July 25, 2026, veteran macro investor Jordi Visser Jordi Visser said on Anthony Pompliano’s show that people are increasingly accepting a new reality: Bitcoin is not a global currency, it will not replace the U.S. dollar, and stablecoins are more likely to replace SWIFT. On AI, he said the most profitable phase of the AI trade may already be over, though that does not mean the AI story is over. As traditional finance and crypto begin to converge, tokenization and stablecoin infrastructure may enter the mainstream earlier than many expect. Source:
2:16

Jordi Visser: The Most Profitable Phase of the AI Trade May Be Over. Is Crypto Next? On July 25, 2026, veteran macro investor Jordi Visser Jordi Visser said on Anthony Pompliano’s show that people are increasingly accepting a new reality: Bitcoin is not a global currency, it will not replace the U.S. dollar, and stablecoins are more likely to replace SWIFT. On AI, he said the most profitable phase of the AI trade may already be over, though that does not mean the AI story is over. As traditional finance and crypto begin to converge, tokenization and stablecoin infrastructure may enter the mainstream earlier than many expect. Source:

Wu Blockchain

15,918 просмотров • 1 день назад

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX
1:21

What if Elon Musk is actually underselling what SpaceX could become? Today, Starlink is known for satellite internet. But some believe it could eventually become a global communications network where your phone connects directly to satellites almost anywhere on Earth. Larry Goldberg says the bigger story is how Starlink, Starship, AI, robotics, and orbital data centers could all work together in the future. Most people see a rocket company. Others see the early foundation of an entirely new space-based economy. It sounds crazy... until you remember that reusable rockets and global satellite internet once sounded crazy too! $SPCX

Herbert Ong

20,389 просмотров • 1 месяц назад

Full interview with Shaun Maguire of Sequoia Capital on SpaceX IPO. "Orbital compute will be the lowest cost provider of inference compute by at least a factor of three over large scale terrestrial compute. As we've learned in any commodity industry, if you're the lowest cost provider, you are going to crush." We discuss: - the growth trajectory and why retail will likely understand this company better than Wall Street does. - Starship and why it's more technically derisked than the public realizes - orbital compute, an inevitability - thermal engineering advantages - his view on why meaningful launch competition is at least a decade away - why Starlink and direct-to-cell will make SpaceX the world's lowest-cost broadband and mobile provider 👇
17:59

Full interview with Shaun Maguire of Sequoia Capital on SpaceX IPO. "Orbital compute will be the lowest cost provider of inference compute by at least a factor of three over large scale terrestrial compute. As we've learned in any commodity industry, if you're the lowest cost provider, you are going to crush." We discuss: - the growth trajectory and why retail will likely understand this company better than Wall Street does. - Starship and why it's more technically derisked than the public realizes - orbital compute, an inevitability - thermal engineering advantages - his view on why meaningful launch competition is at least a decade away - why Starlink and direct-to-cell will make SpaceX the world's lowest-cost broadband and mobile provider 👇

Mo Islam

229,096 просмотров • 1 месяц назад

🚨 Would you buy $SPCX at its IPO price? Deepwater's Gene Munster Gene Munster says yes! His view is that SpaceX has something very few companies have: strong growth today and massive opportunities tomorrow. SpaceX is not just a rocket company. It's also a player in AI, satellite internet, national defense, and future space infrastructure. Gene expects plenty of volatility, but believes the long-term story is what matters. The real question: Is a $1.8 trillion valuation expensive, or will it look cheap 10 years from now? 🚀
2:43

🚨 Would you buy $SPCX at its IPO price? Deepwater's Gene Munster Gene Munster says yes! His view is that SpaceX has something very few companies have: strong growth today and massive opportunities tomorrow. SpaceX is not just a rocket company. It's also a player in AI, satellite internet, national defense, and future space infrastructure. Gene expects plenty of volatility, but believes the long-term story is what matters. The real question: Is a $1.8 trillion valuation expensive, or will it look cheap 10 years from now? 🚀

Herbert Ong

36,329 просмотров • 1 месяц назад

Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.
0:40

Chamath Palihapitiya was asked to choose between keeping free shares in OpenAI, Anthropic or SpaceX, on the Axios Show. He chose SpaceX. He said the world’s communications infrastructure is overdue for a major overhaul, Starlink is positioned to capture a huge share of that transition, and what may sound like sci-fi today, building the same kinds of businesses beyond Earth, gives SpaceX enormous long-term optionality.

DogeDesigner

58,526 просмотров • 1 месяц назад

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX
1:20

🚀 Elon Musk has confirmed STARMIND as the name of SpaceX's future AI satellite network. FutureAzA says this is just one piece of a much bigger strategy. SpaceX is rapidly building an AI compute business, with reported customers including Google, Anthropic, and Reflection AI. The Reflection agreement alone is reportedly worth up to $6.3 billion through 2029. At the same time, Tesla continues expanding its energy business with a 25 GWh storage agreement through NatPower and a new partnership with Sunrun and Renew Home to help power AI infrastructure. AI, energy, compute, and space are starting to come together into one ecosystem. The more you zoom out, the more connected Tesla and SpaceX begin to look. $TSLA $SPCX

Herbert Ong

15,014 просмотров • 1 месяц назад

In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI
2:51

In a first for India, homegrown startup Pixxel teams up with India’s AI unicorn Sarvam to take data centres to the orbit🚀 Pixxel Founder & CEO Awais Ahmed tells Shereen Bhan why the future of AI infrastructure may not be on Earth at all. ‘SpaceX now has announced its own plans for launching a million data center satellites.’ ‘We have seen what Sarvam has been doing the last few months with sovereign AI models that they've trained and running inference there, and we have been focused on what we can do with the infrastructure that we are building in Bangalore, to build and launch better, bigger, better, larger satellites.’ Powered by NVIDIA GPUs, the satellite will run sovereign AI models directly in space using solar energy, orbital cooling and real-time AI inference. And the timeline? ‘Let’s see what can be done with one satellite this year’ #YoungTurksReloaded #Pixxel #Sarvam #AI #SpaceTech #OrbitalDataCentre #NVIDIA #SovereignAI

CNBC-TV18

30,407 просмотров • 2 месяцев назад

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
0:29

Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027. We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity. I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer. Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.

Shay Boloor

122,716 просмотров • 2 месяцев назад

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?
1:29

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,777 просмотров • 5 месяцев назад

There are already thousands of blockchains. So why are we still building new ones? On the latest Stable Pulse: What’s Next Beat, Dante Reminick asks Seismic CEO and Founder Lyron why existing chains still may not be enough for real-world stablecoin payments. Because scaling stablecoins takes more than speed. It takes compliance. Privacy. Fiat connectivity. Infrastructure institutions can actually use. A sharp conversation on where stablecoin infrastructure is actually heading, and why the next phase of financial infrastructure may look very different from the last cycle. Catch the full episode👇
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There are already thousands of blockchains. So why are we still building new ones? On the latest Stable Pulse: What’s Next Beat, Dante Reminick asks Seismic CEO and Founder Lyron why existing chains still may not be enough for real-world stablecoin payments. Because scaling stablecoins takes more than speed. It takes compliance. Privacy. Fiat connectivity. Infrastructure institutions can actually use. A sharp conversation on where stablecoin infrastructure is actually heading, and why the next phase of financial infrastructure may look very different from the last cycle. Catch the full episode👇

stablecon

20,256 просмотров • 2 месяцев назад