SpaceX files S-1 for Nasdaq IPO under ticker SPCX targeting $1.75 trillion valuation and discloses xAI driving 60 percent of 2025 capital spending
Grok reached 550 million monthly active users with 1 GW of compute deployed.
@TrungTPhan The thinking tools of physics are incredibly powerful and can be applied to any field
Trung Phan@TrungTPhanElon crunching the cost to manufacture a rocket in a spreadsheet during a plane ride in 2002 and realizing SpaceX could do it at 1/50th the cost is the most productive use of a spreadsheet on a plane ride ever
#76Elon Musk@ELONMUSKThe SpaceX team is incredible!
#389Erik Brynjolfsson@ERIKBRYNIf the TAM for @SpaceX's IPO is $26.5 trillion in AI, what's the right number for @AnthropicAI, @OpenAI and @Google ?
#1402bilal@BILALTWOVECyou can just say things
Anthropic is paying SpaceX $1.25 billion per month for compute. Per month.
That's $15 billion a year flowing to a company whose total annual revenue is $18 billion. One AI lab is about to account for the majority of SpaceX's commercial income.
We only know this because SpaceX filed for an IPO today and had to disclose the terms. The deal was announced weeks ago with no financials attached. Source: Axios
Chubby♨️@kimmonismusAnthropic is paying SpaceX $1.25 billion per month for compute. Per month. That's $15 billion a year flowing to a company whose total annual revenue is $18 billion. One AI lab is about to account for the majority of SpaceX's commercial income. We only know this because SpaceX filed for an IPO today and had to disclose the terms. The deal was announced weeks ago with no financials attached. Source: Axios
#1894Nick Dobos@NICKADOBOSSpaceX: “We believe we have identified the largest TAM in human history”
Well okay then.
Sawyer Merritt@SawyerMerrittSpaceX's IPO prospectus (S-1 filing) is now officially public! You can read the full document here: https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
#1992Steven Sinofsky@STEVESIIncredible!!
