SpaceX needs money badly. The

SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on.
Lastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO.
I strongly advise anyone interested to do a lot of research into the feasibility of these projects as currently only Starlink makes money and their TAM is limited (they also now get a lot of competition from Bezos and European companies, China as well).

SpaceX Surges 6.1% Through $116B Lockup Expiry — Is the Overhang Truly Gone?

SpaceX +6.14% Thursday, straight through the largest lockup expiry on record — 911.5 million insider shares, roughly $116 billion, turning sellable. It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?

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It dipped at the open, then reversed. Attention swung back to the first earnings report: core profit beat, segment losses narrowed sharply, only AI capex ran slightly hot. Cathie Wood bought the dip, JPMorgan revised its target, Musk called Starlink undervalued. Peer SSPC still fell 12.16%. Biggest overhang cleared, sector not following — inflection, or just the end of the selling?","image":"https://community-static.tradeup.com/news/b3e2f4792e06a23b881ae0c37c9b65a4"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. \n<br>\nLastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. \n<br>\nI strongly advise anyone interested to do a lot of research into the feasibility of these projects as currently only Starlink makes money and their TAM is limited (they also now get a lot of competition from Bezos and European companies, China as well).</body></html>","htmlText":"<html><head></head><body>SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. \n<br>\nLastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. \n<br>\nI strongly advise anyone interested to do a lot of research into the feasibility of these projects as currently only Starlink makes money and their TAM is limited (they also now get a lot of competition from Bezos and European companies, China as well).</body></html>","text":"SpaceX needs money badly. The merger was the first step to solve it as so far xAI is very disappointing (performance wise, Grok isn’t a good model like Opus or ChatGPT1). Burns cash like hell with no end in sight. The S-1 makes it clear that the biggest future revenue will come from AI, the microhard and Terafab project. It also states that both are ideas which are currently in a legally non-binding state, so they might not even happening. Intel can quit anytime, it’s not something I’d bet my money on. Lastly, the whole data centers in space is still something that most likely won’t work. They would need a huge surface area away from the sun to dissipate the heat generated by the AI chips. Not going to work IMO. 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