My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today
Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad Gerstner, says that the biggest thing investors are sleeping on is the potential for Cursor to make XAI competitive or a leader against Athropic on compute. This multiplies the revenue and profits.
Sequoia “That already starts to shatter the narrative that I was hearing two to three weeks ago, which is ‘oh, if you look at the Q1 revenue, it’s 15% YoY growth, and losing money, and an insane multiple.'”
Altimeter says SpaceXAI are getting 20% of the Rubin chips from Nvidia. The first gigawatt of Rubin Chip data center is $100 billion per year renting it out and is $300 billion per year or more if they use it for their own competitive coding model. XAI has the land and energy to put that up in 12 months or so.
Note: fixed the video
.@shaunmmaguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4.
“That already starts to shatter the narrative that I was hearing two to three weeks ago, which is ‘oh, if you look at the Q1… pic.twitter.com/BxikmAGmn5
— Jack Kuhr (@JackKuhr) June 12, 2026
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
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It will be interesting to see what happens with googles purchases in a few months. They just made around 100 billion from this ipo. Were they pu.ping money in to boost this? We will probably know in a few months
1.5 billion a month from Antrophic + 920 mil from Google are good numbers. And that is multi year deal. Companies from Musk are very good at engineering, building things fast so they will leverage that. And with 75 billion from IMO they have enough capital for building infrastructure. Guess building AI infrastructure fast and renting it to Anthropic + Google but not to Microsoft&Altman&OpenAI will beat Altman in the long run, because competition (Antropic&Google&XAI) will have more compute than they.