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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 görüntüleme • 3 ay önce •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
2:24

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 görüntüleme • 3 ay önce

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX
1:22

A lot of people still see SpaceX as a long-term bet on Starship, Mars, and the future. But Jeff Lutz 🔋 thinks the bigger surprise may be what's happening right now. SpaceX keeps adding AI compute customers, including a new Reflection AI deal reportedly worth up to $6.3 billion, on top of agreements with Anthropic and Google. Add in over $100 billion in cash, investment-grade credit ratings, and growing AI infrastructure, and the story starts to look very different. What if the biggest revenue driver over the next few years isn't rockets at all? What if it's AI compute? $SPCX

Herbert Ong

26,087 görüntüleme • 2 ay önce

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 görüntüleme • 3 ay önce

🇺🇸 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

29,963 görüntüleme • 3 ay önce

🚨 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 görüntüleme • 3 ay önce

$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

472,902 görüntüleme • 3 ay önce

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
0:26

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 görüntüleme • 3 ay önce

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 görüntüleme • 8 ay önce

🚨 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
18:11

🚨 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

58,388 görüntüleme • 3 ay önce

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
0:30

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

77,107 görüntüleme • 2 ay önce

🚨 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

33,815 görüntüleme • 3 ay önce

The AI race won't be won by software alone—it will be won by the countries that own the infrastructure. As governments invest billions into artificial intelligence, the focus is shifting from AI applications to the compute capacity that powers them. Data centres, GPUs, energy, and sovereign infrastructure are becoming strategic assets. Canada has done this before. Insulin, the pacemaker, the theory behind modern AI itself, all born on Canadian soil. HIVE Digital Technologies is building the next foundation in that same tradition. Why investors are watching: - Developing sovereign AI compute infrastructure - AI factories powered by clean Canadian energy - Positioned alongside Canada's national AI strategy - Building the infrastructure behind next-generation AI innovation - Listed on both the TSX and Nasdaq Learn More:
0:30

The AI race won't be won by software alone—it will be won by the countries that own the infrastructure. As governments invest billions into artificial intelligence, the focus is shifting from AI applications to the compute capacity that powers them. Data centres, GPUs, energy, and sovereign infrastructure are becoming strategic assets. Canada has done this before. Insulin, the pacemaker, the theory behind modern AI itself, all born on Canadian soil. HIVE Digital Technologies is building the next foundation in that same tradition. Why investors are watching: - Developing sovereign AI compute infrastructure - AI factories powered by clean Canadian energy - Positioned alongside Canada's national AI strategy - Building the infrastructure behind next-generation AI innovation - Listed on both the TSX and Nasdaq Learn More:

BTV & CEO Clips

37,554 görüntüleme • 1 ay önce

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

20,406 görüntüleme • 2 ay önce

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 görüntüleme • 1 ay önce

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 görüntüleme • 3 ay önce

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 görüntüleme • 2 ay önce

🚨 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

36,394 görüntüleme • 3 ay önce

Elon Musk – "In 36 months, the cheapest place to put AI will be space” what has happened since: → SpaceX merged with xAI, then IPO'd in June at around $1.77 trillion. the largest IPO in history. → Anthropic now pays SpaceX $1.25 billion every month for compute at Colossus 1 in Memphis. they also expressed interest in building multiple gigawatts of compute in space with SpaceX. → Google pays $920 million a month for roughly 110,000 Nvidia GPUs. about $30 billion over the life of the deal. → Reflection AI pays $150 million a month. → SpaceX's own IPO filing says orbital AI compute satellites begin deploying as early as 2028. → Google is separately in talks with SpaceX about launching its own orbital datacenters.
1:37

Elon Musk – "In 36 months, the cheapest place to put AI will be space” what has happened since: → SpaceX merged with xAI, then IPO'd in June at around $1.77 trillion. the largest IPO in history. → Anthropic now pays SpaceX $1.25 billion every month for compute at Colossus 1 in Memphis. they also expressed interest in building multiple gigawatts of compute in space with SpaceX. → Google pays $920 million a month for roughly 110,000 Nvidia GPUs. about $30 billion over the life of the deal. → Reflection AI pays $150 million a month. → SpaceX's own IPO filing says orbital AI compute satellites begin deploying as early as 2028. → Google is separately in talks with SpaceX about launching its own orbital datacenters.

Poonam Soni

37,569 görüntüleme • 2 ay önce

Elon Musk laid out how radically SpaceX is about to change “Probably in four or five years, AI will be 99% of the value of SpaceX....and the value of SpaceX will be some astronomical number” This shouldn't be surprise given what SpaceX already is.... currently the most valuable rocket and space company on Earth.... And within five years, rockets will represent only a tiny fraction of the value Starlink, Grok, Starmind, massive AI compute and orbital data centers....that entire stack is going to be enormous The future is massively AI....and AI at scale basically means compute and unimaginable amounts of energy......and that entire infrastructure is going to be SpaceX
1:11

Elon Musk laid out how radically SpaceX is about to change “Probably in four or five years, AI will be 99% of the value of SpaceX....and the value of SpaceX will be some astronomical number” This shouldn't be surprise given what SpaceX already is.... currently the most valuable rocket and space company on Earth.... And within five years, rockets will represent only a tiny fraction of the value Starlink, Grok, Starmind, massive AI compute and orbital data centers....that entire stack is going to be enormous The future is massively AI....and AI at scale basically means compute and unimaginable amounts of energy......and that entire infrastructure is going to be SpaceX

X Freeze

30,761 görüntüleme • 1 gün önce

🚀 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 görüntüleme • 2 ay önce