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SpaceX IPO. $400B revenue potential. Orbital data centers. Tesla Robotaxis. Fox acquiring Roku. Brett Winton, Sam Korus, and Nick Grous break it all down on "The Brainstorm."

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32,180 просмотров • 2 месяцев назад •via X (Twitter)

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JUST IN: Cathie Wood says Tesla and SpaceX will "ultimately combine" into what she calls the most powerful AI company in the world. The ARK Invest CEO sees "multi-trillion dollar opportunities" across robotaxis, orbital data centers, Optimus robotics, and what was xAI now building frontier models as SpaceX AI.

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🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie
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🇺🇸 Cathie Wood says SpaceX could become the most important company in global history. Her case: telecom used to mean buying a country's carrier. Now SpaceX owns 75% of the satellites up there. Then orbital data centers, which she reckons will be the cheapest anywhere and let Elon's team build frontier AI at the lowest cost. On the ground it's already renting data centers to Anthropic and Google. Cathie isn't watching the daily chart. She's added more than $80 million since the IPO and she's buying every chance she gets. Writer: Julie

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Cathie Wood on Elon Musk and SpaceX today: • SpaceX could become “the most important company in global history” • It has a 10-year lead in reusable rockets • Starlink is turning telecom into a global business • SpaceX could lead orbital data centers and low-cost frontier AI • Elon and his team are building one of the most powerful technology ecosystems in the world.
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Cathie Wood on Elon Musk and SpaceX today: • SpaceX could become “the most important company in global history” • It has a 10-year lead in reusable rockets • Starlink is turning telecom into a global business • SpaceX could lead orbital data centers and low-cost frontier AI • Elon and his team are building one of the most powerful technology ecosystems in the world.

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