flux 3 can continue video and audio across a seam, connect keyframes and generate sound with the frames. the shift is from making a clip to directing a sequence.
after 15 years building software, one lesson keeps getting clearer: automate the repeatable. keep humans in the loop for irreversible decisions. log every handoff. speed matters. recoverability matters more.
my takeaway: SpaceX is trying to build one system where launch expands the network, the network creates cash and reach, compute trains the models, and software puts them to work.
the exciting part is not any one forecast. it is whether this loop keeps tightening.
watched SpaceX's Q2 call yesterday. the numbers were huge, but the part I keep thinking about is the system underneath them.
Starship, Starlink, compute, Grok and Cursor are starting to reinforce each other. this is becoming one operating loop, not five separate bets.
management said the cloud contracts, with Cursor included, put SpaceX on a path to a $100B annualized revenue run rate based on December revenue.
Musk also moved the internal $1T revenue projection to 2030, with 2029 called possible. both are projections, not today's revenue.