Comment by jmintz
17 days ago
is spacex a space company? I thought they were an internet provider that wants to use their strategic advantages to get into AI including AI infra like data centers.
17 days ago
is spacex a space company? I thought they were an internet provider that wants to use their strategic advantages to get into AI including AI infra like data centers.
SpaceX since the IPO is an AI company with two side projects: social networks and space.
I say this based on their filing which says that the vast majority of predicted profits will come from their AI company, citing a $36.5T total addressable market.
This is peanuts compared to the 100T TAM in my prospectus around posting insightful comments on HN and Reddit that will help transform humanity.
SpaceX and everything Elon are stock companies - they're Microstrategy but with a veneer of a real business slapped on top.
That’s the real response. It’s all financial engineering
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