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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 görüntüleme • 2 ay önce •via X (Twitter)

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SpaceX + xAI: What are the potential benefits? An AI premium for SpaceX, sustainable funding for xAI, and more. Nick Grous, Sam Korus, and Brett Winton break down the exciting acquisition on "The Brainstorm." Watch:
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SpaceX + xAI: What are the potential benefits? An AI premium for SpaceX, sustainable funding for xAI, and more. Nick Grous, Sam Korus, and Brett Winton break down the exciting acquisition on "The Brainstorm." Watch:

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SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."
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SpaceX + Tesla merger in 2026? The real question: does Tesla need to appreciate first as the market prices in robotaxi autonomy before any share swap? Sam Korus, Brett Winton, and Nick Grous discuss the timing, structure, and valuation in "The Brainstorm."

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Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell
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Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell

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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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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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"There has to be a working mechanism by which the entities can combine that provides fair value to both sets of shareholders." Brett Winton on "The Brainstorm" talking about the timeline and terms of a SpaceX Tesla merger nobody's confirmed but everybody's talking about.
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"There has to be a working mechanism by which the entities can combine that provides fair value to both sets of shareholders." Brett Winton on "The Brainstorm" talking about the timeline and terms of a SpaceX Tesla merger nobody's confirmed but everybody's talking about.

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$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.
5:51

$RKLB: This morning on Bloomberg, Peter Beck discussed the SpaceX IPO, the race to raise capital in the space industry and the potential timeline for data centers in space with Bloomberg.

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Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer
3:22

Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer

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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

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SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.
3:53

SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.

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ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
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ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:
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In the SpaceX IPO debate, StarCloud CEO Philip Johnston responds to Tim Farrar’s doubts on performance and space data centers. “To say that SpaceX is doing data centers in space for the story because it's worried about missing its numbers… was the dumbest thing I'd heard all in a quite a long time.” Full episode:

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Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX
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Tesla’s 2030 story could end up being way bigger than cars! ARK’s Tasha Keeney sees robotaxis as a $30T+ opportunity, and Tesla already has two big advantages: manufacturing scale and billions of miles of real-world driving data. Then you add Optimus and potentially AI compute in space through the Tesla–SpaceX Terafab plans. Robotaxis. Humanoid robots. Orbital AI. Three huge bets, all potentially starting to come together before the end of the decade. $TSLA $SPCX

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I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week
54:47

I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week

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SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)
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SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)

stevenmarkryan

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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
1:51

🇺🇸 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

Mario Nawfal

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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.
1:24

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.

DogeDesigner

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