Sam Altman's altruistic intentions are too good to be true. Only a matter of time till he gets exposed just like Sam Bankman Fried of FTX. He's not the good guy he is painting himself out to be.
The path to launch is filled with obstacles and success is only possible through the tireless efforts of many working together towards a common goal. “Critical Path” continues the ongoing Starship series, following SpaceX engineers through the final days before launch of the first Starship V3 and the challenges that come with development of the world’s most powerful and fully reusable rocket.
@TheNotoriousMMA You're still the first simultaneous Double Champ and this loss won't ever take that away from you. Sending love from one of your biggest fans Conor. Hang in there!! God has more plans for you!!
Erling Haaland is taking the world by storm.
He drinks raw milk and eats beef liver and heart.
He doesn’t fear the sun. He gets sunlight in the morning and limits blue light at night.
In this video, I’m reviewing his diet…
Gwynne Shotwell just gave CNBC the clearest explanation of what SpaceX's AI strategy actually is and most investors are still processing it as a rocket company (Save this).
The first thing she clarifies is the question everyone gets wrong.
When CNBC asked whether orbital compute makes Earth-based data centers obsolete, Shotwell said no, you will need both.
But @Gwynne_Shotwell was direct about where the growth goes, compute expansion in space will far outpace compute expansion on Earth over time, because the physical constraints that limit data center growth on Earth land, power, cooling, permitting, simply do not exist in orbit.
Radiative cooling in space is free, solar energy in orbit is constant and abundant.
The reason every hyperscaler is fighting over land and power rights for data centers today is because Earth is a constrained environment and space is not.
The Anthropic deal is the part that reveals SpaceX's actual posture in the compute market.
Anthropic is paying SpaceX $1.25 billion per month through May 2029, but the contract includes a six-month exit clause and Shotwell explained exactly why that clause is there.
SpaceX will never sell compute it actually needs.
SpaceX is building compute for itself first, selling the overflow to companies like Anthropic second and reserving the right to pull that compute back the moment internal demand requires it.
The Cursor situation adds another layer entirely.
Most investors are treating it as a done deal, but Shotwell's framing is more interesting than the acquisition itself.
She describes it as a model company with excellent training data meeting a company with enormous compute and says they are currently looking at each other's models, learning from each other, and collaborating closely before any final decision is made.
The vertical integration picture that emerges from all of this is unlike anything else trading in the public markets today.
SpaceX is building its own natural gas pipelines, mining its own propellant, constructing its own launch infrastructure, building its own chips, deploying its own satellites, operating its own data centers on Earth and in orbit, running its own AI models and selectively selling overflow capacity to the most sophisticated AI companies in the world.
Bullish on SpaceX