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@PhoenixGolf55 @business Good investment either way long term, but was at IPO price.

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@ValueInIdeas @tune_ventures Does not include the $26B in new data center revenue SPCX has or the $4B ARR from Cursor. That would push it to ~40 P/S

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@Gfilche You forgot about Google

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@tom76349 @deltaIV9250 It's 55B in the initial phase which will already produce a massive amounts of chips. And it's not just about cash, Google is behind in the AI race despite enormous resources. Amazon Leo is way behind despite generous funding.

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@AlvyrFinance @zerohedge Nah no one cares about her. Statements like that are "priced in" and expected.

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@InquiryMars @canraptor_ It's a giant revenue source?

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@HafniumDK @teslaeurope Because someone has to finance the development, otherwise it would just not exist?

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@MTSlive Possible tied to the May-June ramp up in the SpaceX / Anthropic contract?

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@NiohBerg Trump is already begging for negotiations "What I would suggest to Iran: You've shot your missiles, that's enough. Get back to the table and make a deal," - President Trump to Iran. " very pathetic

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@BoringBiz_ @dan_tmt Yeah if you take their annualized loss of 10B (which already accounts for operational cost for the data center) from Q1 for https://t.co/MP6kfr7p5Q then that's still 16B net income annualized, and they only sell part of the compute capacity.

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@Starship_block3 Maybe they mean 100 ton to high inclination leo

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@Geordi_newforgi @rah_66_comanche Orbital data centers can easily fill the demand. Shipping 1 GW would require about 66 Starship flights.

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@megagoose11 @StarCobShipSon I think for Starship the gap will be bigger though until there is a fully reusable competitor which could take until late 2030s.

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@Cosmic_Andrew1 You are comparing the entire AI compute market with one company lol. And I would not underestimate NIMBY and politicial blockades. Nuclear growth initially also looked very promising but NIMBY killed it.

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@Elevatorcait @Truthful_ast @DaRealJerma9851 In what way?

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@Truthful_ast @Robotbeat They haven't done it from scratch. It's an iteration of their Falcon 9 attempts, also no reusability demonstrated so far.

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@BenjaminDEKR It's not this is just about data classification / RLHF stuff. You are falling for clickbait.

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@YknZhu When available for SuperGrok subscribers?

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@HenrikBaxter @FT You guys have been saying that for years. The Twitter acquisition was suppose to margin call him

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@RealNickMugalli @DeItaone It's just about data classification stuff / RLHF.