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Video generated using 15 second clips with the Grok Imagine 1.0 API, powered by xAI. --- Errata: The Feb 2nd anomaly was a Falcon 9 upper-stage engine failure the second-stage engine failed to ignite for its deorbit burn, not a Starlink satellite issue. The Vandenberg Starlink missions launch to...

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tetsuo

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🚨🇺🇸 SPACEX BOOSTER FLIES 29TH MISSION, STICKS THE LANDING AGAIN A Falcon 9 rocket thundered off the pad at Vandenberg Space Force Base, marking the 134th Falcon 9 launch of 2025, and the 140th overall when you throw in Starship tests. Starlink now has 8,700 active satellites beaming Wi-Fi to more than 5 million users across 125 countries. The booster used for the mission? A legend. It was its 29th flight, tying SpaceX’s reuse record before landing perfectly on the droneship "Of Course I Still Love You." The company says it’s now aiming for 50 flights per core, which basically means rockets are becoming the Ubers of space. Starlink’s expansion isn’t just for bragging rights; it’s turning Elon’s dream of global internet into reality. People in rural Australia and ships in the middle of the ocean are now streaming Netflix at 200 Mbps with less than 20ms latency. That’s faster than most coffee shop Wi-Fi. Of course, not everyone’s cheering. Astronomers are grumbling about Starlink satellites photobombing the night sky, but SpaceX says its new coatings have cut reflections by 70%. Meanwhile, Amazon’s rival Kuiper project is… still basically stuck on the launchpad. SpaceX’s 2026 goal? 200 launches and 12,000 satellites. If they hit that, it’s game over for anyone still pretending to compete. Source: SpaceX
0:32

🚨🇺🇸 SPACEX BOOSTER FLIES 29TH MISSION, STICKS THE LANDING AGAIN A Falcon 9 rocket thundered off the pad at Vandenberg Space Force Base, marking the 134th Falcon 9 launch of 2025, and the 140th overall when you throw in Starship tests. Starlink now has 8,700 active satellites beaming Wi-Fi to more than 5 million users across 125 countries. The booster used for the mission? A legend. It was its 29th flight, tying SpaceX’s reuse record before landing perfectly on the droneship "Of Course I Still Love You." The company says it’s now aiming for 50 flights per core, which basically means rockets are becoming the Ubers of space. Starlink’s expansion isn’t just for bragging rights; it’s turning Elon’s dream of global internet into reality. People in rural Australia and ships in the middle of the ocean are now streaming Netflix at 200 Mbps with less than 20ms latency. That’s faster than most coffee shop Wi-Fi. Of course, not everyone’s cheering. Astronomers are grumbling about Starlink satellites photobombing the night sky, but SpaceX says its new coatings have cut reflections by 70%. Meanwhile, Amazon’s rival Kuiper project is… still basically stuck on the launchpad. SpaceX’s 2026 goal? 200 launches and 12,000 satellites. If they hit that, it’s game over for anyone still pretending to compete. Source: SpaceX

Mario Nawfal

28,500 views • 9 months ago

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.
4:23

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,791 views • 1 month ago

🇹🇼 SPACEX JUST LAUNCHED TAIWAN’S FIRST HOME-BUILT SATELLITE SpaceX fired up its Falcon 9 rocket from California and gave Taiwan’s brand-new Formosat-8 satellite a ride to space. This isn’t just some shiny tech toy. It’s the first fully built-in-Taiwan satellite meant for serious business: watching Earth, tracking disasters, and showing the world that Taiwan’s space game is no joke. The satellite, named “Chi Po-lin” after a famous Taiwanese aerial photographer, is the first in a planned constellation of eight. It’ll orbit at 561 kilometers above the Earth and snap high-res images for everything from urban planning to spotting deforestation. And no, it’s not just science class stuff. This thing helps with disaster response, climate monitoring, and yes, national security. About 84% to 86% of the satellite was built using Taiwanese-made tech, a huge leap for a country trying to grow its space independence. Taiwan’s space agency (TASA) plans to launch a new Formosat satellite every year until 2031. When it’s done, Taiwan will have its own sky-eye network scanning Earth like a sci-fi movie come to life. While some countries still rent satellite time or import the tech, Taiwan is doing it DIY-style. This is not only about building cool hardware, it’s about making sure they’re not depending on anyone else when it comes to critical data from space. And props to SpaceX for being the go-to launch partner for countries that actually build their own satellites. Elon’s rocket crew keeps proving that if it fits in the payload bay, they’ll get it to orbit fast, smooth, and with a cloud of fire. Sources: Al Arabiya English, RTI Taiwan, TVBS, Taiwan News
0:25

🇹🇼 SPACEX JUST LAUNCHED TAIWAN’S FIRST HOME-BUILT SATELLITE SpaceX fired up its Falcon 9 rocket from California and gave Taiwan’s brand-new Formosat-8 satellite a ride to space. This isn’t just some shiny tech toy. It’s the first fully built-in-Taiwan satellite meant for serious business: watching Earth, tracking disasters, and showing the world that Taiwan’s space game is no joke. The satellite, named “Chi Po-lin” after a famous Taiwanese aerial photographer, is the first in a planned constellation of eight. It’ll orbit at 561 kilometers above the Earth and snap high-res images for everything from urban planning to spotting deforestation. And no, it’s not just science class stuff. This thing helps with disaster response, climate monitoring, and yes, national security. About 84% to 86% of the satellite was built using Taiwanese-made tech, a huge leap for a country trying to grow its space independence. Taiwan’s space agency (TASA) plans to launch a new Formosat satellite every year until 2031. When it’s done, Taiwan will have its own sky-eye network scanning Earth like a sci-fi movie come to life. While some countries still rent satellite time or import the tech, Taiwan is doing it DIY-style. This is not only about building cool hardware, it’s about making sure they’re not depending on anyone else when it comes to critical data from space. And props to SpaceX for being the go-to launch partner for countries that actually build their own satellites. Elon’s rocket crew keeps proving that if it fits in the payload bay, they’ll get it to orbit fast, smooth, and with a cloud of fire. Sources: Al Arabiya English, RTI Taiwan, TVBS, Taiwan News

Mario Nawfal

103,643 views • 8 months ago

RUSSIA, now the WORLD LEADER in space launch technology, leaving NASA and SPACE X in its wake! 💪🇷🇺 ❗️Russia successfully launches another Soyuz-2.1b space rocket carrying heliogeophysical satellites "Ionosphere-M" & 18 accompanying satellites from Vostochny Cosmodrone Roscosmos reported. 💪🇷🇺 On July 25, 2025, Russia’s Roscosmos successfully launched a Soyuz-2.1b rocket from the Vostochny Cosmodrome, carrying 2 Ionosfera-M satellites and 18 secondary payloads, including 17 Russian & 1 Iranian satellite. This mission, aimed at completing the Ionosfera-M constellation to study Earth’s ionosphere and space weather, underscores Russia’s renewed vigor in space exploration. The launch, the third Soyuz-2.1b flight of 2025 and the first from Vostochny this year, highlights Russia’s strategic push to bolster its space capabilities, positioning it as the Primary player in the global space race, arguably outpacing NASA and SpaceX in recent activity and ambition. The Ionosfera-M satellites, equipped with instruments like the GPS total electron content receiver (PES), Laertes radio wave sounder, and MAYAK dual-frequency beacon, are designed to monitor the ionosphere’s electron density and space weather effects. This scientific focus, combined with the successful deployment of 18 secondary payloads, including a 16U CubeSat and Iran’s Nahid-2 telecommunications satellite, demonstrates Russia’s ability to execute complex, multi-payload missions. The Vostochny Cosmodrome, a relatively new facility, supports Russia’s goal of reducing reliance on Kazakhstan’s Baikonur Cosmodrome, further signaling its intent to assert independence and efficiency in space operations. In contrast, NASA and SpaceX, while historically dominant, have faced challenges that suggest Russia’s current momentum may surpass them. NASA’s Artemis program has encountered delays and budget overruns, with the Artemis II mission now pushed to 2026. SpaceX, despite its reusable Falcon 9 and Starlink successes, has focused heavily on commercial satellite deployments, with 27 Starlink launches in 2025 alone. However, these efforts lack the scientific depth of Russia’s Ionosfera-M mission, which prioritizes geophysical research critical for global communication and navigation systems. Russia’s ability to integrate international payloads, like Iran’s, also showcases its diplomatic and technical flexibility, an area where NASA’s international collaborations have been constrained by geopolitical tensions. China’s space program, meanwhile, is rapidly ascending, with milestones like the Tiangong space station and lunar exploration missions. Russia and China have deepened their space cooperation, notably through joint projects like the Russian-Chinese satellite launched in November 2024. This partnership, rooted in technology sharing, positions them to challenge Western dominance. China’s advancements in reusable rocket technology & Russia’s expertise in reliable Soyuz launches create a synergy that could see them lead the space race. For instance, Russia’s planned space station, set to launch modules in 2027, aligns with China’s ambitions for lunar bases, suggesting a strategic alignment that will outpace NASA’s slower-paced lunar gateway project. Russia’s recent successes, including a record-breaking 55-satellite launch in November 2024, reflect a revitalized space sector despite Western sanctions. By leveraging domestic infrastructure like Vostochny and fostering ties with China, Russia is not only more active but arguably more successful in achieving its space objectives than NASA or SpaceX, whose efforts are spread across commercial and exploratory domains. As Russia and China share technologies, their combined expertise in launch systems, satellite constellations & deep-space exploration is redefining their leadership in the space race, leaving NASA & SpaceX to catch up.
0:25

RUSSIA, now the WORLD LEADER in space launch technology, leaving NASA and SPACE X in its wake! 💪🇷🇺 ❗️Russia successfully launches another Soyuz-2.1b space rocket carrying heliogeophysical satellites "Ionosphere-M" & 18 accompanying satellites from Vostochny Cosmodrone Roscosmos reported. 💪🇷🇺 On July 25, 2025, Russia’s Roscosmos successfully launched a Soyuz-2.1b rocket from the Vostochny Cosmodrome, carrying 2 Ionosfera-M satellites and 18 secondary payloads, including 17 Russian & 1 Iranian satellite. This mission, aimed at completing the Ionosfera-M constellation to study Earth’s ionosphere and space weather, underscores Russia’s renewed vigor in space exploration. The launch, the third Soyuz-2.1b flight of 2025 and the first from Vostochny this year, highlights Russia’s strategic push to bolster its space capabilities, positioning it as the Primary player in the global space race, arguably outpacing NASA and SpaceX in recent activity and ambition. The Ionosfera-M satellites, equipped with instruments like the GPS total electron content receiver (PES), Laertes radio wave sounder, and MAYAK dual-frequency beacon, are designed to monitor the ionosphere’s electron density and space weather effects. This scientific focus, combined with the successful deployment of 18 secondary payloads, including a 16U CubeSat and Iran’s Nahid-2 telecommunications satellite, demonstrates Russia’s ability to execute complex, multi-payload missions. The Vostochny Cosmodrome, a relatively new facility, supports Russia’s goal of reducing reliance on Kazakhstan’s Baikonur Cosmodrome, further signaling its intent to assert independence and efficiency in space operations. In contrast, NASA and SpaceX, while historically dominant, have faced challenges that suggest Russia’s current momentum may surpass them. NASA’s Artemis program has encountered delays and budget overruns, with the Artemis II mission now pushed to 2026. SpaceX, despite its reusable Falcon 9 and Starlink successes, has focused heavily on commercial satellite deployments, with 27 Starlink launches in 2025 alone. However, these efforts lack the scientific depth of Russia’s Ionosfera-M mission, which prioritizes geophysical research critical for global communication and navigation systems. Russia’s ability to integrate international payloads, like Iran’s, also showcases its diplomatic and technical flexibility, an area where NASA’s international collaborations have been constrained by geopolitical tensions. China’s space program, meanwhile, is rapidly ascending, with milestones like the Tiangong space station and lunar exploration missions. Russia and China have deepened their space cooperation, notably through joint projects like the Russian-Chinese satellite launched in November 2024. This partnership, rooted in technology sharing, positions them to challenge Western dominance. China’s advancements in reusable rocket technology & Russia’s expertise in reliable Soyuz launches create a synergy that could see them lead the space race. For instance, Russia’s planned space station, set to launch modules in 2027, aligns with China’s ambitions for lunar bases, suggesting a strategic alignment that will outpace NASA’s slower-paced lunar gateway project. Russia’s recent successes, including a record-breaking 55-satellite launch in November 2024, reflect a revitalized space sector despite Western sanctions. By leveraging domestic infrastructure like Vostochny and fostering ties with China, Russia is not only more active but arguably more successful in achieving its space objectives than NASA or SpaceX, whose efforts are spread across commercial and exploratory domains. As Russia and China share technologies, their combined expertise in launch systems, satellite constellations & deep-space exploration is redefining their leadership in the space race, leaving NASA & SpaceX to catch up.

𝐃𝐚𝐯𝐢𝐝 𝐙 🇷🇺 🇷🇺

101,735 views • 1 year ago

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.
1:01

Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 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?
1:29

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

78,777 views • 5 months ago

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,907,481 views • 7 months ago

Elon Musk in 2008: "NASA was going to pay Russia $70M per astronaut. SpaceX could do it for $15M" Musk is presenting SpaceX to a small audience. He shows a video of the Falcon 9 first stage firing: "This is almost a million pounds of thrust in vacuum, about four times the maximum thrust of a 747. It's pretty much Armageddon down there. You don't want to be standing at the base of that test stand." He explains the NASA contract: "The contract SpaceX has right now is to demonstrate cargo transfer to the space station and return of experiments to Earth. What we're hoping NASA will exercise is an option on that contract to also carry astronauts. I think they will exercise that option fairly soon." On the coming gap in American spaceflight: "The Space Shuttle is retiring in 2010. So unless our spacecraft is active, the US will not have the ability to send people to orbit. For about five or six years, unless SpaceX is successful, there will be no American manned space capability. There'll just be the Russians." He describes the situation bluntly: "The Russians are charging us over $70 million per seat after the shuttle retires. They got us over a barrel and they're doing us hard. We'll spend half a billion dollars per year on the Russians just buying tickets for six or seven astronauts to go to the space station." Musk shares SpaceX's cost: "Our cost per person, even assuming no reusability, assuming every bit of it is expended and no refurbishment, is about $15 million per person. And it's us. The jobs are here. So I think it's kind of a no-brainer. But no-brainers in Washington DC don't always happen." On Congress: "We've been given money for the cargo portion but not for the manned portion. The amount we're asking for to get this done is $300 million. For every year that we're dependent on the Russians, we have to send them half a billion dollars. It seems kind of ludicrous. But anyway, that's DC." Someone asks about the space elevator: "The idea is you have this really long cable, like 40 to 60,000 miles long, with the ends way out in space and the base on Earth. There are a lot of issues with the space elevator. It relies on super strong materials, carbon nanotubes. Until we build, say, a carbon nanotube footbridge, then I think we should not really be thinking too much about building a 60,000-mile elevator. Not this century." On space solar power: "If there's anyone in the world who should love space solar power, it's me. I'm chairman and the largest shareholder of a solar company called SolarCity, and I've got a rocket company. So it should be perfect. Unfortunately, I don't think space solar power makes sense. I wish it did because that'd be awesome. But even if you assume it costs zero to transport the solar panels to space, when you take into account the equipment to convert the energy to microwaves, then equipment on the ground to convert it back to electricity, just that capital cost blows you out of the water. It's not competitive with terrestrial solar power. So there's no point in even thinking about it." On fuel costs: "The fuel and oxidizer cost is really super low. For our big rocket, it's only a couple hundred thousand dollars. For our small rocket, it's about $30,000 or $40,000. If you just look at the propellant cost, it's very, very cheap." On the long-term goal: "One of the design goals for Falcon 9 is that it can go from in the hangar to in the air in under 60 minutes, which would be super fast for a rocket, particularly a big rocket. It's going to take several flights before we get there. But as long as we lay the foundation and make sure the design is capable of that, we can at least have the possibility of getting to a flight an hour in the future."
16:43

Elon Musk in 2008: "NASA was going to pay Russia $70M per astronaut. SpaceX could do it for $15M" Musk is presenting SpaceX to a small audience. He shows a video of the Falcon 9 first stage firing: "This is almost a million pounds of thrust in vacuum, about four times the maximum thrust of a 747. It's pretty much Armageddon down there. You don't want to be standing at the base of that test stand." He explains the NASA contract: "The contract SpaceX has right now is to demonstrate cargo transfer to the space station and return of experiments to Earth. What we're hoping NASA will exercise is an option on that contract to also carry astronauts. I think they will exercise that option fairly soon." On the coming gap in American spaceflight: "The Space Shuttle is retiring in 2010. So unless our spacecraft is active, the US will not have the ability to send people to orbit. For about five or six years, unless SpaceX is successful, there will be no American manned space capability. There'll just be the Russians." He describes the situation bluntly: "The Russians are charging us over $70 million per seat after the shuttle retires. They got us over a barrel and they're doing us hard. We'll spend half a billion dollars per year on the Russians just buying tickets for six or seven astronauts to go to the space station." Musk shares SpaceX's cost: "Our cost per person, even assuming no reusability, assuming every bit of it is expended and no refurbishment, is about $15 million per person. And it's us. The jobs are here. So I think it's kind of a no-brainer. But no-brainers in Washington DC don't always happen." On Congress: "We've been given money for the cargo portion but not for the manned portion. The amount we're asking for to get this done is $300 million. For every year that we're dependent on the Russians, we have to send them half a billion dollars. It seems kind of ludicrous. But anyway, that's DC." Someone asks about the space elevator: "The idea is you have this really long cable, like 40 to 60,000 miles long, with the ends way out in space and the base on Earth. There are a lot of issues with the space elevator. It relies on super strong materials, carbon nanotubes. Until we build, say, a carbon nanotube footbridge, then I think we should not really be thinking too much about building a 60,000-mile elevator. Not this century." On space solar power: "If there's anyone in the world who should love space solar power, it's me. I'm chairman and the largest shareholder of a solar company called SolarCity, and I've got a rocket company. So it should be perfect. Unfortunately, I don't think space solar power makes sense. I wish it did because that'd be awesome. But even if you assume it costs zero to transport the solar panels to space, when you take into account the equipment to convert the energy to microwaves, then equipment on the ground to convert it back to electricity, just that capital cost blows you out of the water. It's not competitive with terrestrial solar power. So there's no point in even thinking about it." On fuel costs: "The fuel and oxidizer cost is really super low. For our big rocket, it's only a couple hundred thousand dollars. For our small rocket, it's about $30,000 or $40,000. If you just look at the propellant cost, it's very, very cheap." On the long-term goal: "One of the design goals for Falcon 9 is that it can go from in the hangar to in the air in under 60 minutes, which would be super fast for a rocket, particularly a big rocket. It's going to take several flights before we get there. But as long as we lay the foundation and make sure the design is capable of that, we can at least have the possibility of getting to a flight an hour in the future."

Grey

56,512 views • 3 months ago

For years, NordSpace has been building towards one goal: launching Canadian payloads on Canadian rockets from Canadian soil in a way that’s technologically scalable and commercially sustainable through painstaking vertical integration. Today, that vision is rapidly taking shape and we are pleased to share this inspiring video preview of what Canada’s historic first sovereign orbital space launch will look like. Enjoy! Tundra is NordSpace’s domestically designed, built, and operated light-lift responsive orbital rocket. It can carry up to 1,100 kg fully optimized to Low Earth Orbit (LEO) powered by our proprietary Hadfield rocket engines that are 3D-printed, regeneratively cooled, and pump fed representing the most powerful orbital-class propulsion system in Canada. The modular architecture means the same engine powers both the multi-engine first stage and the vacuum-optimized second stage, reducing complexity while creating a direct scaling path toward our future reusable Titan medium-lift vehicle, capable of 5,000+ kg to LEO. The Atlantic Spaceport Complex (ASX), under construction in Newfoundland and Labrador, is positioned at 46 degrees latitude providing launch access to polar, sun-synchronous, and mid-inclination orbits with the widest range of nominal launch inclinations of any Canadian spaceport. It’s the only fully Canadian-owned and purpose-built commercial orbital launch facility in the country with the highest approved launch cadence and safety distances allowing us to maximize the efficiency, reliability, scalability, and unit economics of our entire launch program. What distinguishes NordSpace is our commitment to vertical integration and first principles approach to business and technology. Rockets, spaceport, and spacecraft are all designed, manufactured, and operated in Canada by one streamlined team. We have already demonstrated flight-ready propulsion, completed integrated rocket tests, and have our first pathfinder satellite, Terra Nova, manifested for launch in 2026 with our edge-AI imaging payload (Chronos) for space domain awareness nd our electric propulsion system (Zephyr-EP). With recently announced $8.3 million in Phase 1 federal funding through the Department of National Defence’s Launch the North initiative, NordSpace is targeting Initial Operational Capability by 2028. Canada is about to become a true spacefaring nation, and our future on Earth and in space will never be the same. Let’s give’r! 🇨🇦🚀 National Defence Defence Research and Development Canada Canadian Space Agency
3:12

For years, NordSpace has been building towards one goal: launching Canadian payloads on Canadian rockets from Canadian soil in a way that’s technologically scalable and commercially sustainable through painstaking vertical integration. Today, that vision is rapidly taking shape and we are pleased to share this inspiring video preview of what Canada’s historic first sovereign orbital space launch will look like. Enjoy! Tundra is NordSpace’s domestically designed, built, and operated light-lift responsive orbital rocket. It can carry up to 1,100 kg fully optimized to Low Earth Orbit (LEO) powered by our proprietary Hadfield rocket engines that are 3D-printed, regeneratively cooled, and pump fed representing the most powerful orbital-class propulsion system in Canada. The modular architecture means the same engine powers both the multi-engine first stage and the vacuum-optimized second stage, reducing complexity while creating a direct scaling path toward our future reusable Titan medium-lift vehicle, capable of 5,000+ kg to LEO. The Atlantic Spaceport Complex (ASX), under construction in Newfoundland and Labrador, is positioned at 46 degrees latitude providing launch access to polar, sun-synchronous, and mid-inclination orbits with the widest range of nominal launch inclinations of any Canadian spaceport. It’s the only fully Canadian-owned and purpose-built commercial orbital launch facility in the country with the highest approved launch cadence and safety distances allowing us to maximize the efficiency, reliability, scalability, and unit economics of our entire launch program. What distinguishes NordSpace is our commitment to vertical integration and first principles approach to business and technology. Rockets, spaceport, and spacecraft are all designed, manufactured, and operated in Canada by one streamlined team. We have already demonstrated flight-ready propulsion, completed integrated rocket tests, and have our first pathfinder satellite, Terra Nova, manifested for launch in 2026 with our edge-AI imaging payload (Chronos) for space domain awareness nd our electric propulsion system (Zephyr-EP). With recently announced $8.3 million in Phase 1 federal funding through the Department of National Defence’s Launch the North initiative, NordSpace is targeting Initial Operational Capability by 2028. Canada is about to become a true spacefaring nation, and our future on Earth and in space will never be the same. Let’s give’r! 🇨🇦🚀 National Defence Defence Research and Development Canada Canadian Space Agency

NordSpace 🇨🇦

15,258 views • 4 months ago

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.
31:08

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.

Jaynit

78,177 views • 1 month ago

3 days ago, Elon Musk sat in front of JP Morgan’s 3,500 wealthiest investors and explained why the AI economy is moving to space: 1. Starship is the first rocket in history designed to be fully reusable. Every other mode of transport... planes, cars, ships... you take reusability for granted. Rockets have always been thrown away after one use. That ends with Starship. Once you achieve full reusability, the only cost is fuel. Starship runs on liquid oxygen and methane. Both are cheaper than jet fuel. 2. Sending cargo to orbit will soon cost less than international air freight. This is not a distant projection. It is the direct mathematical outcome of reusable rockets plus cheap propellant. The economics of space change entirely. 3. Starlink V3 is 10 to 20 times more capable than what's currently in orbit. The satellite is so large it can only launch on Starship. It cannot fit on any other rocket on Earth. 100 times more bandwidth. Half the latency. It may become the highest bandwidth, lowest latency communication system that exists. 4. AI and robots will consume bandwidth at a scale humans cannot picture. Peak human bandwidth is a few hundred bits per second. A computer runs at a trillion. The appetite of AI for data infrastructure will be unlike anything built for human use. Starlink V3 is being built for that world... not this one. 5. Data centers are moving to space. Not as an experiment. As the primary way to scale AI compute going forward. It is increasingly hard to build power plants on the ground. Nobody wants one near their home. Space removes that constraint entirely. 6. From the moon, you can scale to 1,000 terawatts of compute per year. From Earth... maybe 1. The moon has no atmosphere and one-sixth Earth's gravity. You can manufacture solar panels from moon materials and launch data centers with a railgun. No rockets needed. The math on this is not close. 7. Current human civilization uses less than one trillionth of the sun's energy output. You could scale to a million times Earth's entire economy and still be using less than one millionth of what the sun produces. The ceiling on what's possible is so far above us it barely registers as a ceiling. 8. There is not a single high-volume computer memory fab in America right now. Zero. The chips needed to build the AI future do not exist in sufficient quantity anywhere in the Western world. That is why SpaceX is building one. Not to compete. Because there is no other option. 9. SpaceX has been cash flow positive since around 2014. The IPO is not a distress move. Past funding rounds were not even fundraising... they were liquidity events for employees. The company bought back its own stock. The IPO is happening now because the next phase requires capital private markets cannot absorb. 10. The senior team has barely changed in over a decade. The CFO has been there 15 years. Musk joined as the seventh employee in 2002. He says people who believe in the mission don't leave. And above technical skill, he now looks for one thing... whether someone is genuinely a good person.
17:54

3 days ago, Elon Musk sat in front of JP Morgan’s 3,500 wealthiest investors and explained why the AI economy is moving to space: 1. Starship is the first rocket in history designed to be fully reusable. Every other mode of transport... planes, cars, ships... you take reusability for granted. Rockets have always been thrown away after one use. That ends with Starship. Once you achieve full reusability, the only cost is fuel. Starship runs on liquid oxygen and methane. Both are cheaper than jet fuel. 2. Sending cargo to orbit will soon cost less than international air freight. This is not a distant projection. It is the direct mathematical outcome of reusable rockets plus cheap propellant. The economics of space change entirely. 3. Starlink V3 is 10 to 20 times more capable than what's currently in orbit. The satellite is so large it can only launch on Starship. It cannot fit on any other rocket on Earth. 100 times more bandwidth. Half the latency. It may become the highest bandwidth, lowest latency communication system that exists. 4. AI and robots will consume bandwidth at a scale humans cannot picture. Peak human bandwidth is a few hundred bits per second. A computer runs at a trillion. The appetite of AI for data infrastructure will be unlike anything built for human use. Starlink V3 is being built for that world... not this one. 5. Data centers are moving to space. Not as an experiment. As the primary way to scale AI compute going forward. It is increasingly hard to build power plants on the ground. Nobody wants one near their home. Space removes that constraint entirely. 6. From the moon, you can scale to 1,000 terawatts of compute per year. From Earth... maybe 1. The moon has no atmosphere and one-sixth Earth's gravity. You can manufacture solar panels from moon materials and launch data centers with a railgun. No rockets needed. The math on this is not close. 7. Current human civilization uses less than one trillionth of the sun's energy output. You could scale to a million times Earth's entire economy and still be using less than one millionth of what the sun produces. The ceiling on what's possible is so far above us it barely registers as a ceiling. 8. There is not a single high-volume computer memory fab in America right now. Zero. The chips needed to build the AI future do not exist in sufficient quantity anywhere in the Western world. That is why SpaceX is building one. Not to compete. Because there is no other option. 9. SpaceX has been cash flow positive since around 2014. The IPO is not a distress move. Past funding rounds were not even fundraising... they were liquidity events for employees. The company bought back its own stock. The IPO is happening now because the next phase requires capital private markets cannot absorb. 10. The senior team has barely changed in over a decade. The CFO has been there 15 years. Musk joined as the seventh employee in 2002. He says people who believe in the mission don't leave. And above technical skill, he now looks for one thing... whether someone is genuinely a good person.

Jaynit

180,770 views • 1 month ago

Jared Isaacman's opening statement during his hearing to be the new NASA Administrator 🇺🇸 "As mentioned before, I have lived the American dream. I have been fortunate to have an amazing business and aeronautics career, to have led two notable missions to space, to help charitable causes that matter deeply to my family, and now I am beyond thankful to have a chance to repay my debt to this nation by serving alongside the brilliant minds at the world’s most accomplished space agency The last time I sat before you, I introduced myself, my qualifications, and the challenges and opportunities ahead. This time, I am here with a message of urgency" After more than a half-century, America is set to launch NASA astronauts around the Moon in just a matter of months — a challenging endeavor to say the least — and one that requires fulltime leadership. Secretary Duffy, in his letter to this committee endorsing my nomination, emphasized this point. That message is shared by more than two dozen other letters of support, including an online petition started by members of the NASA workforce and a letter from 36 NASA astronauts — who, like me, have sat through anomaly investigations, launch and flight readiness reviews, have accepted the risks of going to space, and understand what is at stake And I know it is not lost on anyone in this room that we are in a great competition with a rival that has the will and means to challenge American exceptionalism across multiple domains, including in the high ground of space. This is not the time for delay, but for action, because if we fall behind — if we make a mistake — we may never catch up, and the consequences could shift the balance of power here on Earth" The Congress, and specifically this Committee, understand the urgency of the moment — placing a historic investment in human space exploration that President Trump signed in the one big beautiful bill. It’s now time for NASA and our partners to deliver To that end, I want to assure you, Senators, I am not here for personal gain, to favor or enrich contractors, to close centers, or to disrupt programs essential to completing America’s objectives in space. If confirmed, I am here to bring urgency and an extreme focus to the mission — to do all I can working with the best and brightest at NASA to lead humanity’s effort to unlock the secrets of the universe and ensure American leadership across the last great frontier. In concert with that grand endeavor, we will ensure the following: The success of the Artemis program that President Trump began during his first term. America will return to the Moon before our great rival, and we will establish an enduring presence to understand and realize the scientific, economic, and national security value on the lunar surface Along the way, we will pioneer the next ‘giant leap’ capabilities to extend America’s reach even further into space, including expanding and accelerating investments into nuclear propulsion and surface power programs. These efforts, in addition to industry partners building reusable launch vehicles, we will set the stage for future missions to Mars and beyond We will never accept a gap in capabilities again — not with our space station presence in low Earth orbit or our ability to send American astronauts to the Moon We will strive to build an orbital and lunar economy that can fund the future we all want to see in space and not rely exclusively on the taxpayer. We will begin making the investments now for the inevitable spacefaring future that is just on the horizon We will make the most efficient use of every dollar allocated — pushing for more x-planes, more rovers and telescopes, more exciting missions like Hubble, James Webb, and Dragonfly with the aim of enlightening the world through breakthrough scientific discoveries — knowing that if NASA doesn’t do it, no one else will Some of the most talented people in America show up to work at NASA. Alongside a reinvigorated culture and intense focus on achieving the near-impossible — what no other organization is capable of or dares to accomplish —we will achieve these objectives… And when, not if, we get the job done — it will be because of the professionals at NASA, our international & commercial partners, this committee and Congress, and President Trump’s administration that will have succeeded in ushering in a new golden age of science and discovery. We will do it for America, for humankind, and in doing so, we will inspire the world and the generations to follow to take us even farther We are just getting started on the greatest adventure in human history — and with urgency, purpose, and extreme focus on the mission, NASA will lead the way, Thank you" Let's get him confirmed 🚀
4:53

Jared Isaacman's opening statement during his hearing to be the new NASA Administrator 🇺🇸 "As mentioned before, I have lived the American dream. I have been fortunate to have an amazing business and aeronautics career, to have led two notable missions to space, to help charitable causes that matter deeply to my family, and now I am beyond thankful to have a chance to repay my debt to this nation by serving alongside the brilliant minds at the world’s most accomplished space agency The last time I sat before you, I introduced myself, my qualifications, and the challenges and opportunities ahead. This time, I am here with a message of urgency" After more than a half-century, America is set to launch NASA astronauts around the Moon in just a matter of months — a challenging endeavor to say the least — and one that requires fulltime leadership. Secretary Duffy, in his letter to this committee endorsing my nomination, emphasized this point. That message is shared by more than two dozen other letters of support, including an online petition started by members of the NASA workforce and a letter from 36 NASA astronauts — who, like me, have sat through anomaly investigations, launch and flight readiness reviews, have accepted the risks of going to space, and understand what is at stake And I know it is not lost on anyone in this room that we are in a great competition with a rival that has the will and means to challenge American exceptionalism across multiple domains, including in the high ground of space. This is not the time for delay, but for action, because if we fall behind — if we make a mistake — we may never catch up, and the consequences could shift the balance of power here on Earth" The Congress, and specifically this Committee, understand the urgency of the moment — placing a historic investment in human space exploration that President Trump signed in the one big beautiful bill. It’s now time for NASA and our partners to deliver To that end, I want to assure you, Senators, I am not here for personal gain, to favor or enrich contractors, to close centers, or to disrupt programs essential to completing America’s objectives in space. If confirmed, I am here to bring urgency and an extreme focus to the mission — to do all I can working with the best and brightest at NASA to lead humanity’s effort to unlock the secrets of the universe and ensure American leadership across the last great frontier. In concert with that grand endeavor, we will ensure the following: The success of the Artemis program that President Trump began during his first term. America will return to the Moon before our great rival, and we will establish an enduring presence to understand and realize the scientific, economic, and national security value on the lunar surface Along the way, we will pioneer the next ‘giant leap’ capabilities to extend America’s reach even further into space, including expanding and accelerating investments into nuclear propulsion and surface power programs. These efforts, in addition to industry partners building reusable launch vehicles, we will set the stage for future missions to Mars and beyond We will never accept a gap in capabilities again — not with our space station presence in low Earth orbit or our ability to send American astronauts to the Moon We will strive to build an orbital and lunar economy that can fund the future we all want to see in space and not rely exclusively on the taxpayer. We will begin making the investments now for the inevitable spacefaring future that is just on the horizon We will make the most efficient use of every dollar allocated — pushing for more x-planes, more rovers and telescopes, more exciting missions like Hubble, James Webb, and Dragonfly with the aim of enlightening the world through breakthrough scientific discoveries — knowing that if NASA doesn’t do it, no one else will Some of the most talented people in America show up to work at NASA. Alongside a reinvigorated culture and intense focus on achieving the near-impossible — what no other organization is capable of or dares to accomplish —we will achieve these objectives… And when, not if, we get the job done — it will be because of the professionals at NASA, our international & commercial partners, this committee and Congress, and President Trump’s administration that will have succeeded in ushering in a new golden age of science and discovery. We will do it for America, for humankind, and in doing so, we will inspire the world and the generations to follow to take us even farther We are just getting started on the greatest adventure in human history — and with urgency, purpose, and extreme focus on the mission, NASA will lead the way, Thank you" Let's get him confirmed 🚀

Latest in space

222,252 views • 8 months ago

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.
2:27

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.

Dustin

44,710 views • 4 months ago

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.
30:32

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.

Brad

12,955 views • 1 month ago

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...
3:50

BREAKING: Elon Musk is days away from filing the largest IPO in human history. $75 billion. One raise. Bigger than Saudi Aramco. If it prices where he wants, he becomes the first person ever worth $1 TRILLION. And he just told Wall Street he's rewriting their rules... Here's what's actually happening and why it affects every investor in America: According to The Information and Reuters, SpaceX is aiming to file its S-1 prospectus with the SEC as soon as this week. More than 21 banks are working on the deal, with roles split by investor channel and region. Target valuation: $1.75 trillion. That would instantly make SpaceX one of the ten most valuable companies on earth. Bigger than Walmart. Bigger than Exxon. Bigger than Meta. On day one. For context, Saudi Aramco held the record for the largest IPO ever at over $29 billion in 2019. SpaceX is reportedly looking to raise more than $75 billion. That's not beating the record. That's more than doubling it. And it could be more money than every single US company raised through IPOs in 2024 and 2025 combined. Now here's the part that has Wall Street losing its mind. Elon Musk wants to allocate up to 30% of the IPO shares to retail investors. Normal IPOs give retail 5% to 10%. The rest goes to hedge funds, pension funds, and institutional investors who get first pick at the best prices. That's how Wall Street has worked for decades. Musk said no. He wants everyday investors to get three times the normal allocation. SpaceX's CFO Bret Johnsen has reportedly already shared the proposal with the investment banks. Each bank is getting a narrowly defined role based on regional strengths rather than the usual broad competition for the same institutional clients. Why would Musk do this? Because Tesla investors made him. Tesla has consistently been one of the most purchased stocks on Robinhood for years. Retail investors believed in Tesla when Wall Street was betting against it. They held through the short seller attacks. Through the production hell. Through the skeptics calling it a bubble. Musk remembers that. Now he's returning the favor with SpaceX. He wants retail investors in early. Not after the institutions have already taken their profits on the first day pop. Let's talk about what SpaceX actually IS right now. Because the company filing this IPO is not the same SpaceX from five years ago. In February 2026, Musk merged xAI into SpaceX in a deal that valued the combined entity at $1.25 trillion. So the company going public now spans three major businesses: SpaceX: the rocket and satellite company that has dominated global launch activity in recent years. Starlink: the satellite internet network that has become SpaceX's largest revenue driver, with millions of subscribers worldwide. xAI: the artificial intelligence company behind Grok, now being integrated into SpaceX operations and Starlink network management. Six weeks after the merger, the IPO target jumped to $1.75 trillion. That's a $500 billion increase in six weeks. Here's the financial picture as we know it. SpaceX reportedly generated roughly $15 to $16 billion in revenue last year. About $8 billion in profit, according to Reuters, driven primarily by Starlink. At a $1.75 trillion valuation, that puts the price to sales ratio somewhere between 90x and 110x depending on the revenue figure used. For comparison: Apple trades at about 9x sales. Microsoft at about 13x. Even Nvidia at the peak of AI mania traded around 40x. SpaceX is asking for roughly 100x. That is an extraordinary number. But here's the thing about Musk. People have been saying his companies are overvalued for 15 years. They said Tesla was overvalued at $50 billion. Then at $100 billion. Then at $500 billion. Tesla hit $1.5 trillion. The people who bet against Musk's valuations have lost more money than almost any other trade in market history. SpaceX has dominated global rocket launches in recent years, with a cadence no competitor comes close to matching. Starlink is by far the largest satellite internet provider operating at global scale. The company holds billions of dollars in government contracts, including work with NASA and the Pentagon. And Starship, the most powerful rocket ever built, is getting closer to full operational status with every test. No other company on earth can do what SpaceX does at this scale. Not Boeing. Not Lockheed. Not Blue Origin. Not anyone. That kind of dominance is what justifies paying a premium...

Surmount

26,794 views • 4 months ago

🚨 🚨 BEZOS HAS 3 OPTIONS LEFT AFTER NEW GLENN'S LAUNCHPAD EXPLOSION. ALL 3 ARE CATASTROPHIC. This is the moment nobody wants to talk about. After years of development, a $1B+ heavy-lift rocket program, and a final ground test before Amazon's Kuiper satellite mission → Blue Origin is now boxed into THREE choices. And every single one is a nightmare: ⚠️ OPTION 1: REBUILD LC-36 FROM SCRATCH – The only launchpad Blue Origin owns is now a debris field – One 600-foot lightning tower toppled. Erector-gantry: gone. Ground equipment: destroyed. – Pad rebuilds after a full vehicle explosion take 12–24 months minimum – Amazon's Kuiper constellation — already years behind SpaceX Starlink — falls further behind – Every month of delay costs Amazon market share it cannot get back ⚠️ OPTION 2: BORROW OR BUY LAUNCH CAPACITY FROM A COMPETITOR – The only competitor with available heavy-lift pads is SpaceX – Asking your direct rival for a launchpad is not a business negotiation — it's a surrender – SpaceX has every incentive to slow-walk, overcharge, or simply say no – Amazon would be funding the company that is actively destroying Kuiper's market window – Jeff Bezos built Blue Origin specifically to avoid this dependency ⚠️ OPTION 3: ABSORB THE DELAY AND KEEP INVESTING – New Glenn's first stage was enveloped in fire during a routine hotfire test — the final check before orbital flight – The vehicle collapsed. The upper stage tilted and fell. Fires burned at multiple stories – This wasn't a launch failure. This was a ground test. The hardest problems haven't even been attempted yet. – Blue Origin has no second pad, no backup vehicle, and no timeline for the next attempt – And Starlink already has 7,000+ satellites in orbit Let that sink in. There is no Option 4. There is no clean exit. There is no "we rebuild and catch up by Q4." The media is showing you "rocket science is hard" and "no injuries reported." They're NOT showing you that Blue Origin just destroyed its only launchpad — the single piece of infrastructure that connects years of development to an actual orbital mission — three hours before midnight on May 28, 2026. This is the most consequential single test failure any American space company has faced since SpaceX's Pad 40 explosion in 2016. Follow now → this story is moving fast. RT so others see what's really at stake. Prepare accordingly. 🚨🚨🚨 I'll keep you updated. Turn on notifications. 🚨
0:21

🚨 🚨 BEZOS HAS 3 OPTIONS LEFT AFTER NEW GLENN'S LAUNCHPAD EXPLOSION. ALL 3 ARE CATASTROPHIC. This is the moment nobody wants to talk about. After years of development, a $1B+ heavy-lift rocket program, and a final ground test before Amazon's Kuiper satellite mission → Blue Origin is now boxed into THREE choices. And every single one is a nightmare: ⚠️ OPTION 1: REBUILD LC-36 FROM SCRATCH – The only launchpad Blue Origin owns is now a debris field – One 600-foot lightning tower toppled. Erector-gantry: gone. Ground equipment: destroyed. – Pad rebuilds after a full vehicle explosion take 12–24 months minimum – Amazon's Kuiper constellation — already years behind SpaceX Starlink — falls further behind – Every month of delay costs Amazon market share it cannot get back ⚠️ OPTION 2: BORROW OR BUY LAUNCH CAPACITY FROM A COMPETITOR – The only competitor with available heavy-lift pads is SpaceX – Asking your direct rival for a launchpad is not a business negotiation — it's a surrender – SpaceX has every incentive to slow-walk, overcharge, or simply say no – Amazon would be funding the company that is actively destroying Kuiper's market window – Jeff Bezos built Blue Origin specifically to avoid this dependency ⚠️ OPTION 3: ABSORB THE DELAY AND KEEP INVESTING – New Glenn's first stage was enveloped in fire during a routine hotfire test — the final check before orbital flight – The vehicle collapsed. The upper stage tilted and fell. Fires burned at multiple stories – This wasn't a launch failure. This was a ground test. The hardest problems haven't even been attempted yet. – Blue Origin has no second pad, no backup vehicle, and no timeline for the next attempt – And Starlink already has 7,000+ satellites in orbit Let that sink in. There is no Option 4. There is no clean exit. There is no "we rebuild and catch up by Q4." The media is showing you "rocket science is hard" and "no injuries reported." They're NOT showing you that Blue Origin just destroyed its only launchpad — the single piece of infrastructure that connects years of development to an actual orbital mission — three hours before midnight on May 28, 2026. This is the most consequential single test failure any American space company has faced since SpaceX's Pad 40 explosion in 2016. Follow now → this story is moving fast. RT so others see what's really at stake. Prepare accordingly. 🚨🚨🚨 I'll keep you updated. Turn on notifications. 🚨

🇨🇳 Guo Shen 郭深

889,517 views • 2 months ago

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.
1:34

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.

John Gedmark

122,069 views • 3 years ago