Four months ago, half of Wall Street wrote off SpaceX's record IPO as massively overvalued. Last night it reported $14.6 billion in revenue in a single quarter and the first profit in its history. The surprise is where the money came from: AI. SpaceX has become the number one neocloud, renting compute to Anthropic and Google for billions of dollars a month, and its AI business now out-earns Starlink. Ejaaz breaks down the xAI pivot, how Elon brings 200,000 GPUs online a month, the power bottleneck, and Elon's projection of a $500 billion to $1 trillion annual run rate in 2027.
Then the bigger picture: the SpaceX and Tesla merger committees, Starlink and StarMind, where Tesla's cars and Optimus robots fit, TeraFab's plan to build the biggest chip plant on Earth, and what could still go wrong.
== Timestamps 00:00 Wall Street Wrote Off SpaceX 01:34 The IPO Hangover 02:10 The xAI Pivot 03:14 The $14.6B Quarter 04:42 How SpaceX Became the #1 Neocloud 06:26 200,000 GPUs a Month 07:14 The Power Bottleneck 08:58 Too Much Demand 10:12 Short-Term Leases at a Premium 10:59 The Red Flags 11:56 Tread Carefully: Share Unlocks 12:36 The Tesla Merger 13:53 Starlink and StarMind 17:04 Where Tesla Fits 19:41 TeraFab and the Chip Problem 21:03 What Could Go Wrong 23:37 Final Thoughts
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