The AI race is shifting from who has the best model to who can actually deploy and access the most reliable gigawatts of compute at scale. In a recent All-In podcast episode, Chamath stated that a full 1 GW AI data center now costs around $100 billion to build. The Milk Road AI post you …
Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over …
SpaceX is more valuable than TSMC, Meta and is almost as valuable as Amazon. Tesla is the tenth most valuable company. The key for SpaceX to scale near term revenues and profits is with Artificial intelligence, Cursor AI compute revenue and AI data center rentals.
The valuation conversion from SpaceX to Echostar is being suppressed with the $5 billion short position and the fears from missing the June 1, 2026 debt payment of $183 million. This missed payment triggered a 30 day grace period. A few days ago, I had said that SpaceX was going to over $200 per share. …
The Echostar spectrum continues to go fine adding about $130 million six times per day. SPCX becomes marginable on July 13th. Does that become a catalyst date for SATS as people unwind their short position (to short SPCX directly if they are trying to hedge their SPCX exposure)? SpaceX price updated from $160.95 → $173.7 …
There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US …
Elon Says $1 Trillion Revenue for SpaceX in 2030 , this is like I have been projecting. SpaceX can get to $200 billion each for high speed internet. 400 million customers up from 12 million today. Adding at 1 million per month and in 2-4 months reach 1.5 million per month. They will need to …
SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus …
Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about “Elon Musk’s First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price.” This guy has never had any live streams before and his first live stream is …
I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 …
My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad …
