SpaceX just quietly amended its S-1 announcing another mega deal
$920M/month from Google from October 2026 through June 2029
With both parties being able to terminate the agreement with 90 days notice
Things are getting exciting 🚀
I don't know if Graham Platner's candidacy survives these latest allegations in the New York Times. It may well do so.
But I do find it the height of hypocrisy that the same Democrats who said that we need to believe all women are rushing to discredit the story because it quotes a GOP operative who dated Platner in the 2010s.
I mean, how do they square that?
People won’t like this, but @nickshirleyy should be one of the correspondents on 60 Minutes.
Put one of the top journalists in the world on the show and the views take care of themselves.
GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.