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SpaceX will exceed everyone in AI. Everyone combined. Launch. Orbit. Data. Repeat. Industrial rhythm. Autonomy trained in orbit. Not slides. Not demos. Compute married to rockets. Entirely different stack. SpaceX

Mario Nawfal

3,217,112 subscribers

40,094 次观看 • 4 个月前 •via X (Twitter)

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2029 will get nutty. Starship launches hourly. Launch. Catch. Restack. Refuel. Repeat. Not hype. Logistics. Orbit turns into rush hour. SpaceX

2029 will get nutty. Starship launches hourly. Launch. Catch. Restack. Refuel. Repeat. Not hype. Logistics. Orbit turns into rush hour. SpaceX

Mario Nawfal

49,275 次观看 • 4 个月前

Starship is what gives $SPCX a credible path into the ~$26.5T AI infrastructure TAM. If AI compute moves to orbit then SpaceX is the only vertically integrated player across the full stack, launch, manufacturing, power and now compute.

Starship is what gives $SPCX a credible path into the ~$26.5T AI infrastructure TAM. If AI compute moves to orbit then SpaceX is the only vertically integrated player across the full stack, launch, manufacturing, power and now compute.

Shay Boloor

151,845 次观看 • 1 个月前

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

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

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

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59,602 次观看 • 8 个月前

Planet Labs is now a $10 BILLION company building orbital AI data centers. Stock up 450% in a year. Founder and CEO, Will Marshall, laid it out for us on the pod: everyone except SpaceX pays the SpaceX launch tax. Everyone except NVIDIA and Google pays the Nvidia tax. In the near term, there’s a launch bottleneck. Forever, there’s a compute constraint.

Planet Labs is now a $10 BILLION company building orbital AI data centers. Stock up 450% in a year. Founder and CEO, Will Marshall, laid it out for us on the pod: everyone except SpaceX pays the SpaceX launch tax. Everyone except NVIDIA and Google pays the Nvidia tax. In the near term, there’s a launch bottleneck. Forever, there’s a compute constraint.

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SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:

SpaceX is one of the most dominant companies on the planet and their performance gap just keeps getting bigger. In 2025, SpaceX launched more mass to orbit than every other provider on Earth combined. MUCH MORE: every payload from China, Russia, Europe, and all American launchers wasn’t even a fifth of what SpaceX put into orbit. They’re the only company producing rockets at an industrial scale. The practices that made SpaceX dominant aren’t unique to rockets. They’re a blueprint for building anything hard. This episode — and the essay it is based on — explores How SpaceX Works:

David Senra

391,917 次观看 • 4 个月前

SPACEX'S NEXT BIG TRAVEL HACK - REFUELING IN ORBIT Forget pit stops on Earth – SpaceX wants to gas up rockets mid-orbit! The Refuel Play: •⁠ ⁠Mars ships launch full of cargo but nearly dry on fuel •⁠ ⁠Tanker Starships will chase them up and top off the tanks •⁠ ⁠No one’s ever pulled this off – orbital refueling is uncharted territory Refuel in orbit, land on Mars – SpaceX is turning sci-fi into flight plans! Source: SpaceX, Elon Musk, Bill Riley - Aug 25, 2025

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Mario Nawfal

258,108 次观看 • 8 个月前

Falcon 9 will launch Dragon to an elliptical orbit of 190 x 1,200 km, where it will orbit the Earth ~eight times before raising itself to an apogee of 1,400 km. This will be the highest humans have traveled in Earth’s orbit since the completion of the Apollo program over 50 years ago

Falcon 9 will launch Dragon to an elliptical orbit of 190 x 1,200 km, where it will orbit the Earth ~eight times before raising itself to an apogee of 1,400 km. This will be the highest humans have traveled in Earth’s orbit since the completion of the Apollo program over 50 years ago

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4,099,149 次观看 • 1 年前

The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

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

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771,455 次观看 • 7 个月前

No company on Earth is moving civilization faster than SpaceX From Falcon 1 fighting to reach low-Earth orbit… To Falcon 9 and Dragon returning human spaceflight capability to the U.S To 650+ Falcon 9 launches, 400+ landings, Polaris Dawn, Starlink connecting 164 countries, and the mission to make life multiplanetary This is the SpaceX story Not just rockets Relentless execution across launch, satellites, human spaceflight, and the future of civilization SpaceX is building the infrastructure layer for humanity’s next chapter

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What needs to happen for space-based data centers to scale? Lower launch costs and reusable systems could enable AI compute in orbit, easing terrestrial constraints and expanding infrastructure. Watch the "Big Ideas 2026" webinar to learn more. ARK Invest Europe

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ARK Invest

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45,494 次观看 • 9 个月前

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62,123 次观看 • 1 年前