Positive users praise SpaceX for strategically overbuilding compute to profit from the Google GPU deal, while negative users call the revenue projections and valuation fraudulent or inflated.

Pos

62.5%

Neg

37.5%

9 comments with sentiment.

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mkchr@MfkChr

@carlquintanilla Hard to tell if Musk stepped back from his Grok ambitions, or if his master plan from day one was to dominate the AI infrastructure and compute leasing layer, time will tell

3h148

LIKES6RETWEETS1

Ed Gilmore@elg

@carlquintanilla I said this a year ago, and I’ll say it again: @HowardSchilit it’s time for the 5th edition of Financial Shenanigans.

3h1336

REPLIES1

Jim O'Kane@TVDadsdotcom

@carlquintanilla How dare SpaceX make revenue on their compute resources! We were told those resources were built *checks notes* to make revenue on compute!

3h1051

Anthony Miller@barmix_tony

The SpaceX AI revenue projections put out by Morgan Stanley and Goldman are intentionally fraudulent and they harm retail investors.

They believe the system allows this due to the Spitzer case which supposedly "separates" analysts claims from the S-1. The S-1 is the CYA document. We all know however retail investors rely on the same firm's sell-side analysts who are paid to model reality. These investors don't know these people can make false claims without recourse.

Earlier Gemeni acknowledged the Google GPU lease rate was 8x market. I asked it why Google did it and it said it was because Google owned SpaceX and it helped the IPO Valuation.

Here is the Gemeni's analysis of Goldman and Morgan Stanley's 2030 AI revenue projections:

Goldman Sachs projects $322B and Morgan Stanley $190B in SpaceX AI revenue by 2030—a 60–100x jump from $3.2B in 2025. This segment underpins the vast majority of SpaceX’s trillion-dollar IPO story.

The GPU Math: Temporary premium lease rates must eventually decline to market inference rates (~15,000–21,000/GPU/year). To hit analyst targets at these market rates, SpaceX would need 10 to 18 million GPUs—a 45–80x expansion from its 220,000-GPU fleet today.

Power and Grid: Running 10–18M GPUs requires 20 to 40 GW of power. This exceeds entire national grids and faces 4-to-7-year interconnection delays, making it physically impossible to build by 2030.

Capital & Supply: AI Build costs of $1 trillion to $2 trillion dwarf SpaceX’s $75B IPO. Furthermore, rival hyperscalers have already locked up NVIDIA allocations, CoWoS packaging, and HBM memory through 2027.

Building this AI capacity is physically impossible even with $1 trillion in capital, and the analyst understand the manufacturing and power constraints well.

My claim: Goldman Sachs and Morgan Stanley are committing fraud via a system they believe legally insulates them from liability. They are intentionally using nuances created by the Spitzer case to harm retail investors.

3h482

Variant Insight@VariantInsight

@carlquintanilla How convenient for $GOOGL as a 5% shareholder - deal can be cancelled in 90 days by either party. Wouldn’t it be convenient if Google cancels right after they dispose of their SpaceX stock 🤔

2h831

⚡️Gato⚡️@GatoMags

@carlquintanilla Compute is the new real estate

5h101

David Tayar@davidtayar5

@carlquintanilla “story”?

5h89

Jordan Rohan@JordanRohan

@carlquintanilla SpaceX just doubled its 2027 EBITDA and cut is revenue multiple in half

4h77

Scott Perry@scottperry

@carlquintanilla When even the hosts of CNBC are calling bullshit on an IPO, it’s time to pull a Kenny Rogers and GTFO

4h69

Jorge L Grisman@jorge_utd

@carlquintanilla Are those GPUs already on site? On this is a new order?also what SpaceX needs to support cursor compute usage as well for Inference which absolutely insane.

3h62

Van Hitman Heart@VHeart27989

@carlquintanilla Another way Musk is ahead of the game. Google and Anthropic need his compute. Carl gets it. SpaceX will likely be a success.

2h55

Trace Cohen@Trace_Cohen

@carlquintanilla We bet on founders to figure it out.

4h54

kainosflux@kainosflux

@Trace_Cohen @carlquintanilla This

3h161

Ferbin@Ferbin08

@carlquintanilla what counts as 'unused' here?

if google's running search/ads on the same chips, that's not idle capacity. that's normal margins. infrastructure story is real but different angle.

4h52

saiyar@saiyar

Elon purposely overbuilt.

Why do you people constantly play these doom and gloom narratives that just end up with you looking retarded time after time? Are you that bitter you can’t own Elon’s company stock? Then just quit your job but enough with compromising yourself running this nonsense.

1h47

Bizarro Trump@BizarroTrump10

@carlquintanilla !!!! A "business" they don't even mention in their dog and pony show.

4h45

RE Hunter@REHunter145

@carlquintanilla XrentalGPUs

4h41

With Malice Toward None.@JeffJos18568843

@carlquintanilla Someone quipped it’s like a failed startup that sublets the office space it no longer needs.

3h37

Psychic Trader@BonSi35115

@carlquintanilla Why not just fill in that trillion dollar revenue void entirely and promise 83 billion monthly?

2h35

SpaceX News@SpaceXNews

@carlquintanilla Yeah basically. And X users on free accounts still only get 20 grok queries per day. Probably to prevent abuse, but still.

2h34