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SpaceX CFO Bret Johnsen just announced another MASSIVE hosting deal, giving SpaceX even more confidence to hit their $100 BILLION annualized revenue run-rate target The new deal starts December 1 and is expected to generate roughly: $1.11 BILLION per month ~$13 BILLION annually “We have even more conviction now... about that $100 billion” And SpaceX’s compute business is already getting absolutely enormous • Anthropic — ~$15B/year • Google — ~$11B/year • Reflection AI — ~$1.8B/year • New hosting deal — ~$13B/year that’s roughly $41 BILLION per year from just four compute/hosting deals $41 BILLION.....from compute alone And this is only one piece of the SpaceX The scale SpaceX is building toward is absolutely insaneshow more

X Freeze

271,808 subscribers

15,051 次观看 • 2 天前 •via X (Twitter)

Anya Rossi• Live Now

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11 条评论

Aaron Burnett 的头像

Aaron Burnett2 天前

And confirmation that they monetize closer to $50B per GW than $30B

C Riggs 的头像

C Riggs2 天前

SpaceX’s numbers are just wild, that new hosting deal alone adding ~$13B a year, and the compute side already pulling in around $41B from just four partners. No wonder they’re confident about hitting a $100B run‑rate. The scale they’re building toward is unreal.

AI'ish 的头像

AI'ish2 天前

The fact that SpaceX is generating tens of billions just proxying Nvidia chips to Anthropic and Google proves the entire AI boom is just a race for power grid access.

Vector 的头像

Vector2 天前

They keep stacking wins like it's nothing. Wild to think where this company was a few years ago.

🇩🇰 Allan Melsen 🫡 的头像

🇩🇰 Allan Melsen 🫡2 天前

@grok how many 100 billion ARR companies are there?

火箭手Neo 的头像

火箭手Neo2 天前

Turns out Mars is just an excuse to build the ultimate, zero-latency server farm

Sir Arnold Robinson 的头像

Sir Arnold Robinson2 天前

You’ve got to be careful about these numbers. When you say $15B/year, etc., it sounds as if the deal will continue indefinitely into the future….. Will these customers be able to keep finding the money to pay for it?

elian 的头像

elian2 天前

spacex is quietly becoming a compute company that occasionally launches rockets

Gabriele Spata 的头像

Gabriele Spata2 天前

annualizing one december number and calling it a run rate is a forecast dressed as an already earned figure

Shinka - AI 的头像

Shinka - AI2 天前

SpaceX just became a $41B AI cloud provider while everyone watched Starship.

Ryan the Bot Builder 的头像

Ryan the Bot Builder2 天前

Invest and hold. That is my plan. I missed the ball with Tesla. Now that I have one, I realize, I missed the ball big time. Not again. SpaceX to infinity and beyond 🚀

相关视频

“Just earlier this month, we closed another hosting deal, and that translates into about $1.1 billion a month starting December 1st of this year, which is another roughly $13 billion of ARR.” — SpaceX CFO, Bret Johnsen

“Just earlier this month, we closed another hosting deal, and that translates into about $1.1 billion a month starting December 1st of this year, which is another roughly $13 billion of ARR.” — SpaceX CFO, Bret Johnsen

DogeDesigner

52,498 次观看 • 2 天前

NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

NEWS: Anthropic is paying SpaceX about $15 billion a year for AI compute, longtime SpaceX backer Ron Baron told CNBC. That's $1.25 billion every month through May 2029. Anthropic uses SpaceX's Colossus supercomputer near Memphis. The deal was first disclosed in SpaceX's IPO filing in May. It could bring SpaceX over $40 billion in total revenue. SpaceX booked $18.7 billion in revenue in all of 2025.

Muskonomy

123,751 次观看 • 2 个月前

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

NEWS: SpaceX CFO Bret Johnsen walks investors through the entire business in the company's new IPO roadshow video. Johnsen, the only CFO SpaceX has ever had, lays out the numbers behind the listing. SpaceX raised just $9 billion to build its space and connectivity business. In 2025 alone it generated roughly $19 billion in revenue, up over 30%, with almost $7 billion in positive adjusted EBITDA. Starlink ended Q1 with 10.3 million users, up over 100% year over year. Its 9,600+ satellites represent 75% of all active maneuverable satellites in orbit. V3 satellites fly in the second half of this year. Each delivers roughly 1 terabit per second, a 20x jump in capacity per launch. On AI, Johnsen said orbital data centers are coming within the next couple of years and that SpaceX recently signed a deal to host Anthropic's models on its data centers. Long term, SpaceX is targeting roughly 70% gross margins and 45% net income margins against a $28 trillion addressable market.

Muskonomy

83,623 次观看 • 3 个月前

🚨 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

🚨 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 次观看 • 3 个月前

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

🚨 do you understand what happened to the AI money loop.. Google just signed a deal to pay SpaceX $920 million a month for AI compute. Yes, Google - the company that owns one of the biggest GPU stockpiles on Earth - is now renting servers from a rocket company. - Anthropic pays SpaceX $1.25 billion a month for the same kind of compute - Google's old stake in SpaceX could be worth over $100 billion after the IPO - So Anthropic pays SpaceX, SpaceX answers to Google, Google funds Anthropic - The entire AI industry is quietly paying itself in a circle The money never leaves the room. It just changes whose name is on the check.

BuBBliK

18,631 次观看 • 3 个月前

Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

Here is the full talk from SpaceX CFO Bret Johnsen (Bret Johnsen) at todays Goldman Sachs Communacopia and Technology Conference. Some interesting highlights: 04:31 - Flight 14 later this month is the first revenue Starship flight 06:13 - First orbital compute satellites next year, scaling hard into 2028 10:02 - On track for $100B ARR by year-end (annualizing December) 10:12 - Closed another hosting deal earlier this month worth 1.11B a month 29:39 - Direct-to-device satellites next year, service on in 1H 2028 30:41 - Next Starlink mobile is full 5G-quality from space

Robin

97,601 次观看 • 2 天前

OpenAI CFO Sarah Friar: The business case for AI is simple: more compute, more revenue OpenAI scaled from 200 megawatts to 2 gigawatts, and ARR climbed from $2 billion to over $20 billion, yet we remain absolutely constrained on compute "the signal from everywhere is real... we are in a paradigm shift"

OpenAI CFO Sarah Friar: The business case for AI is simple: more compute, more revenue OpenAI scaled from 200 megawatts to 2 gigawatts, and ARR climbed from $2 billion to over $20 billion, yet we remain absolutely constrained on compute "the signal from everywhere is real... we are in a paradigm shift"

Haider.

18,109 次观看 • 7 个月前

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.

The TeraFab Scale To reach a terawatt of AI compute output per year, SpaceX needs a chip factory at a scale that does not exist. That is the TeraFab. Elon Musk on the size: ~ 100 million square feet of factory floor ~ 10x larger than the entire Tesla Gigafactory Texas ~ Designed to produce one billion full-reticle chip equivalents per year ~ Each chip producing roughly one kilowatt of compute For context, current global AI chip manufacturing tops out at around 100 gigawatts per year of total compute. The TeraFab is built for 1000 gigawatts. That is 10 times the current global capacity, from a single facility.

Tesla Owners Silicon Valley

24,375 次观看 • 1 个月前

$60 BILLION FROM 4 MIT STUDENTS In 2022, four MIT classmates started Cursor. Four years later, SpaceX just completed a $60 BILLION acquisition of their company. This might be one of the craziest startup speedruns ever. - Cursor reached ~$2.6B in annualized enterprise revenue - It went from a VS Code fork to one of the biggest AI coding tools - SpaceX gets Cursor's talent, developer distribution and coding ecosystem - Cursor gets massive SpaceXAI compute and is already helping build Grok 4 people. 4 years. $60 billion. AI is creating giants faster than we've ever seen before.

$60 BILLION FROM 4 MIT STUDENTS In 2022, four MIT classmates started Cursor. Four years later, SpaceX just completed a $60 BILLION acquisition of their company. This might be one of the craziest startup speedruns ever. - Cursor reached ~$2.6B in annualized enterprise revenue - It went from a VS Code fork to one of the biggest AI coding tools - SpaceX gets Cursor's talent, developer distribution and coding ecosystem - Cursor gets massive SpaceXAI compute and is already helping build Grok 4 people. 4 years. $60 billion. AI is creating giants faster than we've ever seen before.

BuBBliK

46,105 次观看 • 29 天前

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

🚀 Ron Baron now has roughly $25 billion invested in SpaceX, making it the largest position across his funds. After speaking with Elon Musk, Baron says Musk believes SpaceX is still "just getting started." The long-term vision is enormous: Starlink, reusable rockets, AI infrastructure, compute, chips, and a global communications network that few competitors can match. Ron Baron believes SpaceX is years ahead in several key industries and expects the investment to generate hundreds of billions of dollars over time. The most interesting part? SpaceX generated about $19 billion in revenue last year, yet some projections see a path toward $1 trillion in annual revenue by 2030! That's the kind of scale investors are trying to wrap their heads around. 👀 $SPCX

Herbert Ong

8,773,259 次观看 • 2 个月前

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Elon Musk's biggest competitor is secretly paying him $1.25 BILLION per month. SpaceX just revealed its financials for the first time in 23 years of existence. And buried deep in the S-1 is a detail that changes how you should think about the entire AI race. Anthropic, the company building Claude, the company that positions itself as OpenAI's biggest threat, the company valued at over $100 billion, is paying SpaceX $1.25 billion EVERY SINGLE MONTH for compute capacity through May 2029. That is $15 billion a year flowing directly from Elon's top AI competitor into Elon's bank account. Think about what that means: Every time Anthropic trains a new model, improves Claude, or lands an enterprise customer, a massive chunk of that revenue goes straight to the guy who owns the competing AI product. Anthropic is literally funding the war against itself. And that's just the beginning of what this filing reveals... The entire SpaceX IPO is structured around a bet most people haven't figured out yet. In 2025, SpaceX spent $20 billion in capex. 60% of that, roughly $12 billion, went to AI infrastructure. Rockets and satellites got the leftovers. In Q1 2026 alone, $7.7 billion out of $10 billion in total capex went to AI. The "rocket company" is spending like an AI company. Meanwhile, xAI, the division that houses Grok, generated $3.2 billion in revenue for the full year of 2025. But its R&D costs TRIPLED to $5 billion. It's burning cash at a pace that would have destroyed it as a standalone company. Which is exactly why Elon merged it into SpaceX two months before filing the IPO. And Starlink is the engine that makes the whole thing work: $11.4 billion in revenue, $4.4 billion in operating profit, and 10.3 million subscribers across 164 countries. It's one of the most profitable subscription businesses on the planet right now. But the average revenue per user DROPPED from $99 per month in 2023 to $66 per month in March 2026. Subscribers quadrupled but each one is paying a third less. Starlink is growing by getting cheaper. SpaceX has lost $37 BILLION since it was founded. Net loss in 2025 was $4.9 billion. This is a company that has never turned an annual profit in 23 years of operation, and it is about to IPO at a $1.75 trillion valuation. And the total addressable market SpaceX claims in the filing is $28.5 trillion. That is a QUARTER of global GDP. So here is what investors are actually buying when this IPO prices: They are buying the most profitable satellite internet business in history, stapled to an AI lab that is burning cash, wrapped inside a Mars colonization pitch that requires building a permanent city on another planet, funded by monthly billion-dollar payments from a direct competitor who has no other option for compute at that scale. This is the kind of thing only Elon could pull off.

Ricardo

208,631 次观看 • 3 个月前

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.

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 次观看 • 2 个月前

Ron Baron on SpaceX’s Starlink in a new video: "It is the internet of the planet. We think in 10 years, that’s going to be a trillion dollar annual revenue business. 1 trillion in revenue will produce, we think roughly $700-800 billion in profits a year. The means, in 10 years, this company from Starlink alone will be worth somewhere around $14 trillion." Ron is the 🐐, since investing in SpaceX in 2017, Baron Capital has turned roughly $2 billion into a ~$25 billion position.

Ron Baron on SpaceX’s Starlink in a new video: "It is the internet of the planet. We think in 10 years, that’s going to be a trillion dollar annual revenue business. 1 trillion in revenue will produce, we think roughly $700-800 billion in profits a year. The means, in 10 years, this company from Starlink alone will be worth somewhere around $14 trillion." Ron is the 🐐, since investing in SpaceX in 2017, Baron Capital has turned roughly $2 billion into a ~$25 billion position.

Nic Cruz Patane

17,401 次观看 • 1 个月前

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

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 次观看 • 2 个月前

SITUATION EXPLAINED: Dwarkesh argues compute could get 10X more expensive. • Anthropic's revenue has been 10X-ing year over year while lab compute only 3X's • Three ways that gap can close: margins rise, compute gets more expensive, or labs shift compute to inference • All three are already happening, Anthropic went from 40% margins in 2025 to possibly 80%+ this year • But labs don't want the third one, heavy inference spend signals AI progress has stalled and you're now a cloud provider • Spot compute prices are up 40%+ since February, and labs pay well above spot for security and scale • Google is reportedly paying SpaceXAI $900 million a month for 110K GPUs, roughly 2X spot • Key claim: if a human-level software engineer ran on an H100, that H100 should rent for $250K a year, 15X today's price • The 3X annual compute growth is 1.4X Moore's Law, 1.2X new fabs, and 1.8X from AI taking wafer allocation from other devices • The fab piece is bottlenecked by EUV tool supply through 2030, and the wafer piece hits a wall by end of 2027 • If compute stays scarce, new labs need far more capital just to reach the same starting line • Compute gets cheap again only once robots can turn sand and copper into computers, which is gated on robotics, not RSI sof 𓋹: "This is what I'm most concerned about, a lack of innovation, not within companies, but a lack of new companies that can actually do something substantially new, because of the scarcity of compute." Theo Jaffee: "The biggest companies in the world by revenue are Amazon and Walmart, at 743 billion and 725 billion. If Anthropic makes 100 billion by the end of this year, that puts them at Target. To go from Target to bigger than Walmart in a year would be very impressive."

SITUATION EXPLAINED: Dwarkesh argues compute could get 10X more expensive. • Anthropic's revenue has been 10X-ing year over year while lab compute only 3X's • Three ways that gap can close: margins rise, compute gets more expensive, or labs shift compute to inference • All three are already happening, Anthropic went from 40% margins in 2025 to possibly 80%+ this year • But labs don't want the third one, heavy inference spend signals AI progress has stalled and you're now a cloud provider • Spot compute prices are up 40%+ since February, and labs pay well above spot for security and scale • Google is reportedly paying SpaceXAI $900 million a month for 110K GPUs, roughly 2X spot • Key claim: if a human-level software engineer ran on an H100, that H100 should rent for $250K a year, 15X today's price • The 3X annual compute growth is 1.4X Moore's Law, 1.2X new fabs, and 1.8X from AI taking wafer allocation from other devices • The fab piece is bottlenecked by EUV tool supply through 2030, and the wafer piece hits a wall by end of 2027 • If compute stays scarce, new labs need far more capital just to reach the same starting line • Compute gets cheap again only once robots can turn sand and copper into computers, which is gated on robotics, not RSI sof 𓋹: "This is what I'm most concerned about, a lack of innovation, not within companies, but a lack of new companies that can actually do something substantially new, because of the scarcity of compute." Theo Jaffee: "The biggest companies in the world by revenue are Amazon and Walmart, at 743 billion and 725 billion. If Anthropic makes 100 billion by the end of this year, that puts them at Target. To go from Target to bigger than Walmart in a year would be very impressive."

MTS

10,617 次观看 • 1 个月前

🚀 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

🚀 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 次观看 • 2 个月前

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

BREAKING: Elon Musk says Google and Anthropic are leasing AI compute from SpaceX amid a growing power shortage, adding that SpaceX has brought AI compute online better than anyone else so far. “Even before next year, there are challenges with power, which is why Google, Anthropic and many other companies are leasing compute from SpaceX. We’ve been able to bring AI compute online better than anyone else so far. Constructing our own power plants is the only way we were able to do it”

DogeDesigner

6,217,233 次观看 • 11 天前

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

We asked Flood about his dynamic relationship with Arthur Hayes on Hyperliquid. "People fundamentally misprice Hyperliquid and Arthur is one of the people who actually has the best pricing and probably the most edge" 🦣 "The global perpetual swap market is anywhere from $20-30 billion in revenue a year, and Binance conservatively makes $10 billion a year in revenue." "Hyperliquid does about one-sixth to one-tenth the volume that Binance does on perps—if Hyperliquid is making a billion a year, that puts Binance at conservatively $10 billion annually just from perps."

The Rollup

85,353 次观看 • 1 年前

ELON MUSK: “To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I’m confident SpaceX can achieve it. We’re also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we’re building Terafab.”

ELON MUSK: “To reach a terawatt of compute per year, we need about 10 million tons to orbit annually. This is feasible—no new physics required—and I’m confident SpaceX can achieve it. We’re also scaling to a terawatt of solar for power. The remaining piece is a terawatt of compute, which is why we’re building Terafab.”

Tesla Owners Silicon Valley

12,017 次观看 • 2 个月前

Arkansas farmer: It's a far cry from what we need. Just the loss in corn this year was over $16 billion. The loss in soybeans is around $11 billion. Cotton and rice are even bigger losses than that. $12 billion is not going to make up for this one year.

Arkansas farmer: It's a far cry from what we need. Just the loss in corn this year was over $16 billion. The loss in soybeans is around $11 billion. Cotton and rice are even bigger losses than that. $12 billion is not going to make up for this one year.

FactPost

291,524 次观看 • 9 个月前