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Elon frames orbit as an economic advantage. Starship drives launch costs down. SpaceX delivers scale. xAI pushes training beyond Earth. Endless solar turns orbit into infrastructure. The economics flip fast. Elon Musk, Dwarkesh Patel and Stripe

Mario Nawfal

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19,030 Aufrufe • vor 6 Monaten •via X (Twitter)

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"SpaceX transports almost ten times as many satellites to orbit as the rest of the world combined. SpaceX right now delivers ~85% of all the payloads orbit of Earth. Of the remaining 15%, most of that is China (8%) and roughly 7% is the rest of the world." — Elon Musk

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ELON: SPACEX IS LAUNCHING 90% OF EARTH’S PAYLOAD TO ORBIT Falcon rockets aren’t just landing... They’re dominating! Even competitors hitch rides on Falcon 9, paying the same rate as Starlink. Elon: "SpaceX this year will deliver roughly 90% of all Earth mass to orbit. The remaining 10%, most of that is done by China. And then the remaining roughly 4% is everyone else in the world, including our domestic competitors." SpaceX will launch up to 2,500 tons into orbit this year, with more than 500 successful landings already logged. Source: Elon Musk, Joe Rogan

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Think bigger than data centers. Much bigger. Elon Musk just unveiled SpaceXAI's first AI satellite, a spacecraft designed specifically for running AI workloads in orbit. The satellite features 150 kW of solar power, a 70-meter wingspan and massive radiators to dump heat into space, solving one of the biggest challenges in scaling AI. But this is just the beginning. Musk says truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, meaning millions of tons of infrastructure in orbit. The long-term vision isn't AI running in data centers. It's AI running in space at a scale that's impossible on Earth. Elon Musk

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Elon Musk: SpaceX this year will deliver roughly 90% of all Earth mass to orbit --- “The SpaceX Falcon rocket is the only one that is at least mostly reusable. You've seen the Falcon rocket land. We've now done over 500 landings of the Falcon 9 rocket. And this year, we'll deliver probably, somewhere between 2,200 and 2,500 tons to orbit with the Falcon 9, Falcon Heavy rockets, not counting anything from Starship. SpaceX this year will deliver roughly 90% of all Earth mass to orbit. And then of the remaining 10%, most of that is done by China and then the remaining roughly 4% is everyone else in the world, including our domestic competitors.” Source: Joe Rogan , Elon Musk

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Elon Musk just revealed SpaceX’s next major Starship milestones at SpaceX earnings call: • Two successful Starship V3 flights completed in the past 90 days • Flight 13 demonstrated the core capabilities needed to reach orbit and return to Starbase • Flight 14 will carry Starlink V3 satellites to operational orbit for the first time • SpaceX will attempt to catch both stages of Starship V3 this year • The first Starship catch could happen as soon as the next flight Starship is moving rapidly from experimental test vehicle to a fully reusable orbital transportation system

Elon Musk just revealed SpaceX’s next major Starship milestones at SpaceX earnings call: • Two successful Starship V3 flights completed in the past 90 days • Flight 13 demonstrated the core capabilities needed to reach orbit and return to Starbase • Flight 14 will carry Starlink V3 satellites to operational orbit for the first time • SpaceX will attempt to catch both stages of Starship V3 this year • The first Starship catch could happen as soon as the next flight Starship is moving rapidly from experimental test vehicle to a fully reusable orbital transportation system

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🇺🇸 Elon's biographer Walter Isaacson: SpaceX's plans to build data centers in low-Earth orbit or on the moon sound fantastical but could be very real. Elon is someone who turns the impossible into reality. Isaacson says it actually makes sense given the energy costs and backlash against Earth-based data centers, and that space-based infrastructure is a trillion-dollar market nobody saw coming 3 years ago. Bezos said he thinks it won't happen as fast as Elon claims. But then again, he's not the one catching rockets with chopsticks. Source: CNBC

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