Okay this is genuinely insane.
SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.
It's called AI1, and the reason behind it breaks your brain.
AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.
They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.
So Musk's answer is: stop building them on Earth.
In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.
And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."
One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.
AI1 is just the first one. The plan is a constellation of up to a million of them.
And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.
The race for AI compute just left the planet. Literally.
@SpaceX
Thank you to the survivors of the USS Liberty for traveling to Washington DC on the 59th anniversary of the attack.
Your courage to express the facts is the reason the tragedy of the USS Liberty will not be forgotten.
It was an honor to host you and to speak on your behalf.
JUST IN: Zcash crashes 48% after Claude AI finds critical vulnerability allowing unlimited minting of $ZEC.
It went unnoticed for 4 years until it was patched on June 1st.
Corporation: "We made $4B but spent $3.9B so we only owe taxes on $100M."
Government: "Totally reasonable."
You: "I made $60K but spent $58K on survival."
Government: "You owe taxes on $60K."
You: "That's notβ"
Government: "File by May 15."
Realising Apple went public at under $2 billion and 15 times revenue in 1980.
SpaceX wants you to buy at $2 trillion and 100 times revenue in 2026.
That is not getting in early. That is being the exit for venture capitalists who have held this equity for years at a fraction of what you are being asked to pay.
Almost none of the retail investors buying this IPO will read the 300 pages before the book closes on June 11.
That is your entire competitive advantage right there.