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🚨 SpaceX is partnering with Anthropic to boost Claude’s compute power Anthropic will reportedly use SpaceX’s 300MW Colossus-1 data center, helping Claude raise API limits, reduce throttling, and improve performance. The interesting part? Elon Musk is helping a major OpenAI competitor while xAI shifts training to Colossus-2. This looks... show more

Herbert Ong

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27,812 views • 4 months ago •via X (Twitter)

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The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

The Tesla-SpaceX merger discussion isn't going away. CyberBull$ pointed to potential synergies in AI, GPUs, Terafab, energy, and compute as reasons some investors think the two companies could eventually come closer together. What's interesting is that neither Elon Musk nor Gwynne Shotwell has directly ruled out the possibility, which continues to fuel speculation. That said: this isn't about saying a merger should happen. Any deal would depend on valuation, terms, and whether it creates value for shareholders. The real takeaway is simpler: Tesla and SpaceX are already becoming more connected through AI, compute, and infrastructure. Whether they merge or not, the overlap between the two companies keeps growing. $TSLA $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

18,719 views • 2 months ago

Elon Musk just exercised 304 million $TSLA stock options, worth about $118 billion, and didn't sell a single share. CyberBull$ says the move boosts his voting power and brings his Tesla ownership close to 20%. Naturally, it's also fueling more Tesla-SpaceX merger speculation. Maybe it's nothing. Maybe it's preparation for something bigger down the road. Either way, when someone makes a $118 billion move and chooses not to cash out, it's probably worth paying attention to. $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Elon Musk just exercised 304 million $TSLA stock options, worth about $118 billion, and didn't sell a single share. CyberBull$ says the move boosts his voting power and brings his Tesla ownership close to 20%. Naturally, it's also fueling more Tesla-SpaceX merger speculation. Maybe it's nothing. Maybe it's preparation for something bigger down the road. Either way, when someone makes a $118 billion move and chooses not to cash out, it's probably worth paying attention to. $SPCX ----------------- Cyberbulls E196 🐂 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Larry Goldberg Larry Goldberg

Herbert Ong

176,620 views • 2 months ago

The Tesla–SpaceX merger talk has an interesting twist: a possible floor on Tesla’s share price while the deal is pending. CyberBull$ says that could help keep Tesla shareholders and employees on board during the months before closing. And if the stock doesn’t reach the floor, SpaceX could simply issue more shares instead of paying cash. Basically, the deal structure could matter almost as much as the merger itself. $TSLA $SPCX ---------------------------- Cyberbulls E203 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

The Tesla–SpaceX merger talk has an interesting twist: a possible floor on Tesla’s share price while the deal is pending. CyberBull$ says that could help keep Tesla shareholders and employees on board during the months before closing. And if the stock doesn’t reach the floor, SpaceX could simply issue more shares instead of paying cash. Basically, the deal structure could matter almost as much as the merger itself. $TSLA $SPCX ---------------------------- Cyberbulls E203 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

42,328 views • 1 month ago

🚨 Tesla FSD can be getting safer while still doing some weird things. Both can be true! Jeff points out that a small edge case, like lightly hitting a plastic object, might not sound like a big deal with one car. But when you’re trying to put thousands of Robotaxis on the road, those little mistakes start to matter a lot more. And it’s not just about safety. Public trust matters too! Maybe Tesla going slower now is exactly what it needs to go much faster later. $TSLA ----------------- Cyberbulls E205 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla FSD can be getting safer while still doing some weird things. Both can be true! Jeff points out that a small edge case, like lightly hitting a plastic object, might not sound like a big deal with one car. But when you’re trying to put thousands of Robotaxis on the road, those little mistakes start to matter a lot more. And it’s not just about safety. Public trust matters too! Maybe Tesla going slower now is exactly what it needs to go much faster later. $TSLA ----------------- Cyberbulls E205 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

17,674 views • 23 days ago

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

Herbert Ong

11,805 views • 29 days ago

🚨 Tesla’s Robotaxi story keeps picking up speed! The first production Cybercab with no steering wheel or pedals is now testing in Austin, and Tesla has increased its registered Texas Robotaxi fleet to 102 Model Ys. FSD v14 Lite is also rolling out to early HW3 users, with strong early feedback despite AI3 having much less compute than AI4. On top of that, Lars Moravy has teased some “cool news” coming from Giga Texas. The rollout may not be happening as fast as many hoped, but the signs of scaling keep adding up. $TSLA ————————- Cyberbulls E198 The Bulls 🐂 Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla’s Robotaxi story keeps picking up speed! The first production Cybercab with no steering wheel or pedals is now testing in Austin, and Tesla has increased its registered Texas Robotaxi fleet to 102 Model Ys. FSD v14 Lite is also rolling out to early HW3 users, with strong early feedback despite AI3 having much less compute than AI4. On top of that, Lars Moravy has teased some “cool news” coming from Giga Texas. The rollout may not be happening as fast as many hoped, but the signs of scaling keep adding up. $TSLA ————————- Cyberbulls E198 The Bulls 🐂 Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

32,847 views • 2 months ago

🚨 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 views • 3 months ago

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

🚨 Ron Baron says don’t assume Tesla and SpaceX will merge 👀 Jeff Lutz 🔋 says Baron believes there are good and bad reasons to combine the companies, but nobody really knows what Elon Musk will do. Baron also thinks SpaceX could someday be worth $10T–$30T+, while Starlink alone could become a $14T–$15T business through global internet and AI infrastructure. He reportedly plans to buy $1B of SpaceX shares during the IPO. 🚀 $SPCX $TSLA

Herbert Ong

40,256 views • 3 months ago

🚨 Cybercab’s first public rides went pretty smoothly, but CyberBull$ thinks Tesla still hasn’t told the most interesting part of the story! People are talking about how quiet the cabin is, how smooth it rides, and how well the software handled real-world trips. But Jeff says the engineering underneath Cybercab is just as interesting. Things like brake-by-wire and molded body panels that don’t need a traditional topcoat were designed specifically for a vehicle that could spend years doing Robotaxi duty! Waymo, Zoox, and WeRide all have driverless tech. But Cybercab’s difference might be simpler: Tesla designed the whole car around being a Robotaxi from day one. $TSLA ---------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Cybercab’s first public rides went pretty smoothly, but CyberBull$ thinks Tesla still hasn’t told the most interesting part of the story! People are talking about how quiet the cabin is, how smooth it rides, and how well the software handled real-world trips. But Jeff says the engineering underneath Cybercab is just as interesting. Things like brake-by-wire and molded body panels that don’t need a traditional topcoat were designed specifically for a vehicle that could spend years doing Robotaxi duty! Waymo, Zoox, and WeRide all have driverless tech. But Cybercab’s difference might be simpler: Tesla designed the whole car around being a Robotaxi from day one. $TSLA ---------------------- Cyberbulls E207 🐂 The Bulls: Alexandra AleXandra Merz Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

33,967 views • 3 days ago

🚨 Tesla’s Biggest Robot Advantage Could Be Pretty Simple: Build More of Them Cern makes an interesting point about Optimus. Once Tesla can build humanoid robots by the millions, showing everyone what the robot can do becomes a lot less important. The real advantage is being able to actually make them at scale. Robot competitions are fun to watch, and China is producing some seriously impressive humanoids. But running races and doing flashy demos aren’t really the end goal. As Elon Musk and Figure CEO Brett Adcock have pointed out, robots need to do useful work. If Tesla can build millions of Optimus robots that can actually work in factories and homes, that’s when things get really interesting. $TSLA ------------------------- Cyberbulls E206 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

🚨 Tesla’s Biggest Robot Advantage Could Be Pretty Simple: Build More of Them Cern makes an interesting point about Optimus. Once Tesla can build humanoid robots by the millions, showing everyone what the robot can do becomes a lot less important. The real advantage is being able to actually make them at scale. Robot competitions are fun to watch, and China is producing some seriously impressive humanoids. But running races and doing flashy demos aren’t really the end goal. As Elon Musk and Figure CEO Brett Adcock have pointed out, robots need to do useful work. If Tesla can build millions of Optimus robots that can actually work in factories and homes, that’s when things get really interesting. $TSLA ------------------------- Cyberbulls E206 🐂 The Bulls: Alexandra AleXandra Merz 🇺🇲 Jeff Jeff Lutz 🔋 Cern Cern Basher

Herbert Ong

15,191 views • 17 days ago

🚀 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 views • 2 months ago

Ever wonder how Elon could actually fund something as massive as the $119B Terafab? Cern Basher thinks Jensen Huang may have just given us a clue! NVIDIA is working with Apollo, BlackRock, Blackstone, Goldman and KKR to bring $500B+ of outside capital into AI infrastructure. The idea is pretty simple: investors fund the AI factories, companies rent the compute, and the hardware pays for itself through revenue. Basically, AI compute could start getting financed the way airplanes and power plants are. If that model works, Elon may not need Tesla or SpaceX to write the entire Terafab check themselves. That changes the math quite a bit. $TSLA $SPCX $NVDA

Ever wonder how Elon could actually fund something as massive as the $119B Terafab? Cern Basher thinks Jensen Huang may have just given us a clue! NVIDIA is working with Apollo, BlackRock, Blackstone, Goldman and KKR to bring $500B+ of outside capital into AI infrastructure. The idea is pretty simple: investors fund the AI factories, companies rent the compute, and the hardware pays for itself through revenue. Basically, AI compute could start getting financed the way airplanes and power plants are. If that model works, Elon may not need Tesla or SpaceX to write the entire Terafab check themselves. That changes the math quite a bit. $TSLA $SPCX $NVDA

Herbert Ong

49,754 views • 1 month ago

'xAI's Plans to Crush OpenAI, Meta, and Google in the AI Race' Wars are won with logistics. In this video, I'll walk you through why xAI is an absolute powerhouse in the AI world, and why it will not only maintain that lead, but increase it. It all comes down to the bitter lesson: More compute and data = better AI. And when it comes to rapidly deploying resources at massive scale, Elon Musk is a singular human being, plowing through limiting factors at ubelievable speed. YT version linked below. *Timestamps* 00:00 Introduction 02:18 The Birth of xAI 05:07 Colossus 1 - The Compute Explosion 08:20 Feeding the Beast 14:40 What about the competition? 15:49 Colossus 2 // Building Details 19:36 Colossus 2 // Timeline 25:26 Colossus 2 // Gigawatt Scale Power Demand 29:08 Summary

'xAI's Plans to Crush OpenAI, Meta, and Google in the AI Race' Wars are won with logistics. In this video, I'll walk you through why xAI is an absolute powerhouse in the AI world, and why it will not only maintain that lead, but increase it. It all comes down to the bitter lesson: More compute and data = better AI. And when it comes to rapidly deploying resources at massive scale, Elon Musk is a singular human being, plowing through limiting factors at ubelievable speed. YT version linked below. Timestamps 00:00 Introduction 02:18 The Birth of xAI 05:07 Colossus 1 - The Compute Explosion 08:20 Feeding the Beast 14:40 What about the competition? 15:49 Colossus 2 // Building Details 19:36 Colossus 2 // Timeline 25:26 Colossus 2 // Gigawatt Scale Power Demand 29:08 Summary

The Limiting Factor

74,480 views • 1 year ago

Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

Herbert Ong

30,776 views • 1 month ago

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

This is WILD! One week before SpaceX's historic IPO, Google signed a deal to pay SpaceX $920 million per month from October 2026 through June 2029 for access to 110,000 Nvidia GPUs, CPUs, and related infrastructure (Save this). That is $11 billion per year and up to $30 billion over the life of the contract. This comes less than a month after Anthropic committed $1.25 billion per month for full access to the Colossus 1 data center in Memphis, 200,000+ GPUs, 300+ megawatts of power capacity, through 2029. Two of the most consequential AI labs in the world combined committed value over $70 billion. The question that haunted SpaceX's IPO roadshow was why did Elon keep spending billions constructing Colossus, Macro Hard and Macro Harder, three facilities totaling nearly 2 gigawatts of AI compute when xAI's revenue wasn't yet on the same trajectory as OpenAI or Anthropic? Wall Street was pricing in a risk that Elon was building capacity ahead of revenue which would mean sustained cash burn without a clear payback timeline. That concern was legitimate on its face, because xAI had been aggressive on model development but had not yet demonstrated the enterprise revenue numbers to justify the infrastructure cost. The answer is that the compute itself was always the product. Amazon has AWS, Microsoft has Azure, Google has Google Cloud, Elon just confirmed that he has been quietly building the fourth major hyperscale AI cloud and his first two paying customers are Google and Anthropic, the very companies most aggressively competing in the AI race. xAI's Colossus facility in Memphis was built at a speed that no traditional data center developer could match, it went from groundbreaking to operational in roughly 122 days. That is what happens when you have direct Nvidia relationships, a construction operation built around SpaceX-style execution, and a founder who treats infrastructure buildout the same way he treats rocket launches: compress every timeline and eliminate every bottleneck. The result is that SpaceX now has three operational facilities, Colossus, Macro Hard, and Macro Harder with Macro Hard and Macro Harder in Blackwell architecture running 1.2 gigawatts combined. Colossus 1, built on H100s and optimized for inference, is the facility that went to Anthropic first. The Blackwell-era facilities are where the next-generation training workloads happen and Google's deal suggests they are renting into that capacity as it comes online through the second half of 2026. Elon's compute leasing business would generate approximately $45 billion in incremental annual revenue on top of the mid-$20 billion range analysts had been modeling for SpaceX more than enough to fully subsidize the infrastructure investment and take the financial pressure off xAI delivering immediate AI product revenue. That changes the entire valuation conversation of SpaceX completely! Milk road remains bullish on Space and come join Milk Road Pro and get our full SpaceX IPO breakdown, how we're thinking about the $1.75 trillion valuation and our entire AI thesis. Link below!

Milk Road AI

762,493 views • 3 months ago

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting

Elon Musk just made one if the biggest moves in taking over the programming industry “SpaceX just bought Cursor for $60 billion. Do you realize how big this is? SpaceX went public — the biggest IPO in history. $75 billion raised, almost a $2 trillion valuation and the first thing to do with that money? Buy the most popular AI coding tool on the planet. Here's why that changes everything. Elon now owns 3 layers: the compute, Colossus data centers, the models, Grok through xAI, and now the tool that developers actually use every day. It's the full stack. And here's what makes Cursor different from Claude Code or Codex. Cursor is model agnostic. You can run Claude in it, GPT, Gemini, whatever model you want. It's not locked to any one company, and now it has SpaceX's resources behind it. Cursor said they were bottlenecked by compute. Well, that bottleneck has just been removed. $4 billion in annual revenue, over half the Fortune 500 already uses it, and now it's backed by a $2 trillion company. OpenAI has Codex, Anthropic has Claude Code, and now Elon has Cursor.” Let me break this down in simple terms Elon Musk now controls more of the full AI picture: - Massive computers, power (data centers like Colossus) - Smart AI models (Grok from xAI) - The actual tool millions of developers use every day (Cursor) For every day users this means Faster and smarter apps and websites in the future. More developers using powerful AI tools means new apps, games, websites, and features get built quicker and cheaper. This means better video games, smoother streaming, smarter phone apps and better programs For Developers they can describe what they want in plain English (“make a feature that does X”) and the AI handles more of the heavy lifting

Wall Street Apes

213,699 views • 2 months ago

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Chamath Palihapitiya on the Tesla-SpaceX merger: "I still don't like the fact that Tesla's over here - and as I've told you, that will get merged in. that thing will look very cheap in a few years" this is him and Gavin Baker explaining how you underwrite SpaceX at $2 trillion, why it builds data centers faster than anyone alive, and what happened when Elon let a company nobody believed in onto Colossus "their first data center took 122 days. the second took 91. the third was 66 - they build data centers dramatically faster than anyone else at a lower cost, and GPUs get allocated to whoever can plug them in, turn them on, and start converting electrons into tokens" "Anthropic is paying $1.25 billion a month to rent Colossus - in other words they added a Starlink in terms of revenue" "Cursor was dead in the water on compute, falling far behind Codex, Google and Anthropic - then Elon let them on Colossus, and three weeks later their model was Pareto dominant" "last year it did 18, 19 billion, it'll probably do 25 to 30 this year, next year 40 to 45, and the year after that it doubles again - so now I'm buying it at 20 times revenue" bookmark & watch the full conversation ↓

Сarm1ne

176,651 views • 1 month ago

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

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

Ark Invest Tracker

38,824 views • 1 month ago

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,865 views • 7 months ago

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

Musk has restructured his companies into one major group. X is owned by xAI, and xAI is now fully owned by SpaceX. SpaceX has filed for its IPO and aims to go public in mid June with a valuation over 1.7 trillion dollars. Elon Musk holds roughly 42 percent equity in SpaceX but controls around 85 percent of the voting power through a dual class structure. Buying shares in SpaceX will give investors indirect ownership of X, Grok, Starlink, and the big AI infrastructure plans. This combines social media data, rockets, and advanced AI under one public company. Under this new structure, how do you think content creator pay will fare?

SafetySwipe

24,609 views • 3 months ago