Christian Garrett@CGarrett_15
SpaceX has a $26B run rate AI compute business….Starlink should cross a $20B run rate…Cursor is at $3B of ARR…am I doing this right?
2:47 PM · Jun 5, 2026 · 45.4K Views
Molly O’Shea claims SpaceX AI compute hit a $26B run rate and Cursor reached $3B ARR, drawing widespread skepticism
The figures assert Google and Anthropic pay SpaceX $2.17B monthly
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Sentiment
Users praised SpaceX for quickly increasing its AI computing power and earning significant revenue from contracts with Anthropic and Google, but some viewed those deals as temporary or one-sided and worried about possible legal issues.
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37.5%
Neg
62.5%
8 comments with sentiment.
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Vinod Dar@Vkdjupiter
@CGarrett_15 SPCX-TSLA builds compute capacity faster, better, cheaper than anyone else. It has turned compute from a capital sink into a capital source. Once networked Teslas become a source of distributed computing yet another source of value creation and ROI expansion will emerge.
1dViews 1.2KLikes 1
BOOKMARKS1
Gene@genejchan
@CGarrett_15 You're missing $6B+ from the 2 new Starshield/military deals
18hViews 333Likes 3Bookmarks 1
LIKES14
Molly O’Shea@MollySOShea
@CGarrett_15
1dViews 1.2KLikes 14
RETWEETS1
Russian Bot@RussianBotPTVL
@maks_1_1__ @CGarrett_15 Yeah - I’m sure random fucko on X knows best
23hViews 129Likes 1Bookmarks 1
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maks_1_1_@maks_1_1__
@CGarrett_15 That's terrible deal for SpaceX, good AI could make much more money long term.
1dViews 1.2KLikes 1
mark pincus@markpinc
@chamath Amazing.
Chamath Palihapitiya@chamath
SpaceX just paid for the http://X.ai acquisition many times over.
5hViews 528Likes 3Bookmarks 0
stanlΞy@stanthepixelman
@CGarrett_15 every number here ends in B and none of them feel real
1dViews 729Likes 2
zyy@zyy65344114
@Vkdjupiter @CGarrett_15 They are faster by bypassing local laws. https://earthjustice.org/press/2026/naacp-asks-court-for-emergency-action-to-stop-illegal-air-pollution-from-xais-data-center-power-plant
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Samuel@Samuelai_Qauntu
@CGarrett_15 @MollySOShea After all this they Still got about 345k blackwells left by the way that can be rented for near 35b on there own, but you also missed xai and x at 6b+, and non-starlink at 5b+.
1dViews 417Likes 1
Enrique@mindthelongterm
@CGarrett_15 Considering the compute deals are short-medium term in nature as stated by the term deals and Elon...probably best to not get to ahead with those.
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Lot Simon@LotSimon78315
@CGarrett_15 $26B + $20B + $3B and the IPO hasn't dropped yet. The scoreboard is broken. 🚀
1dViews 259Likes 1
Alexa Web3 (e/acc)@alexabelonix
@CGarrett_15 this is where it gets messy. i wrote about how i used ai to find objections earlier
1dViews 519
Utkarsh Singh@Utkarsh51557661
@CGarrett_15 not quite. even small wins take years to build.
1dViews 479
Relax_to_Rich@R2R_Capital
@CGarrett_15 Numbers match current industry growth, actual revenue hinges on client renewals and global expansion pace.
23hViews 170
New Dimension@New_Dimension10
@CGarrett_15 These are short lived agreements and Google is major investor in space x and they will do things ghat will help justify the ipo price. You cannot substitute sustainable earnings/profit with short term contracts to justify valuation. Space X valuation is just stupid.
1dViews 149
Stanley Waite@stanleywaite1
@CGarrett_15 Grok is a FLOP going by this !!!
1dViews 133
Alex Gerard@AlexGer83527737
@maks_1_1__ @CGarrett_15 Yes they stated they want to double that selling tokens vs compute and are working on it
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TIMA@timaxbt
@CGarrett_15 Cursor climbing very impressively.
6hViews 12Likes 1
Izzy@fentrocity
@zyy65344114 @Vkdjupiter @CGarrett_15
1dViews 11Likes 1