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Earlier quoted context omitted.
> I just can't, can't wait until this whole Musk fugazzi finally blows up. Be careful what you wish for. The collateral damage would be mind boggling.
>The collateral damage would be mind boggling. Nah. Nothing critical is running on top of any of SpaceXAI's offerings.
Earlier quoted context omitted.
> I just can't, can't wait until this whole Musk fugazzi finally blows up. Be careful what you wish for. The collateral damage would be mind boggling.
>The collateral damage would be mind boggling. Nah. Nothing critical is running on top of any of SpaceXAI's offerings.
"in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee" Anthropic is paying them 1.2…
$45 billion for a 3 year rental .
* https://arstechnica.com/tech-policy/2026/05/report-spacex-ip...
Their stated TAM is bonkers. A total of $28.5 trillion: $370B Space, $1.6T Connectivity, $26.5T in AI. With AI becoming more and more commoditized, the AI number is insane.
Just compute the energy output of the Sun and claim they'll build a Dyson sphere around it.
Can charge a nice hefty subscription fee for using the Sun, just like Netflix.
Crazy this company will IPO for >1B with such bad financials! That said, Starlink seems to be a real cash machine, not as good as ads but enough to support AI bets. 2025: - Revenue: $18.7B, up from $14.0B in 2024 - Operating loss: -$2.6B - Net loss: -$4.9B - Adjusted EBITDA: $6.6B - Operating cash flow: $6.8B - Capex: $20.7B Segment breakdown: - Starlink / Connectivity: $11.4B revenue, $4.4B operating income, $7.2B a…
Crazy this company will IPO for >1B with such bad financials! That said, Starlink seems to be a real cash machine, not as good as ads but enough to support AI bets. 2025: - Revenue: $18.7B, up from $14.0B in 2024 - Operating loss: -$2.6B - Net loss: -$4.9B - Adjusted EBITDA: $6.6B - Operating cash flow: $6.8B - Capex: $20.7B Segment breakdown: - Starlink / Connectivity: $11.4B revenue, $4.4B operating income, $7.2B a…
Typo: I'm sure you meant >1T. >ARPU: $99/month in 2023, $81 in 2025, $66 in Q1 2026 Oof, are they already on diminishing returns phase? While I don't think the financials are bad, I agree, this is definitely not a 1T company (but the market can stay irrational ...).
* "SpaceX IPO Scandal": https://news.ycombinator.com/item?id=47388640
* "SpaceX and OpenAI: The Mega IPO Grift": https://news.ycombinator.com/item?id=47648226
"in May 2026, we entered into Cloud Services Agreements with Anthropic PBC (“Anthropic”), an AI research and development public benefit corporation, with respect to access to compute capacity across COLOSSUS and COLOSSUS II. Pursuant to these agreements, the customer has agreed to pay us $1.25 billion per month through May 2029, with capacity ramping in May and June 2026 at a reduced fee" Anthropic is paying them 1.2…
"We do not anticipate declaring or paying any cash dividends to holders of our common stock in the foreseeable future." Sounds like 'never' to me.