SPACEX is undervalued if it follows the revenue and profit surge of Micron. SPACEX is 4 Months away from boostings its AI revenue from $1 billion per year in April to $33 billion per year runrate in October 2026. Gigawatts times Billions per GW = Revenue per GW They have 2 gigawatts of AI data …
Why Analysts Are Getting SpaceX Wrong – Most analysts are feeling one part of the elephant understand space but not AI or understand neither – S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot – Many still exclude the new AI contract revenue from 2026 projections – JPMorgan, Morgan Stanley, …
Anthropoic released Claude Fable 5 – A Mythos Class Model. It is a step up in many ways. It seens to be stepping up innovative science improvement. It still feels like very solid incremental improvements but not breaking away yet. But feeling like we are getting closer. It is expensive to run it. Introducing Claude …
How much of a gamechanger is the Anthropic deal with SpaceX? What is the income statement impact ? What is likely to happen for the SpaceX IPO pricing and trading on the day and for the rest of the year. As a disclaimer and disclosure, Brian is an investor with stakes in Tesla, SpaceX, and …
Anthropic is likely at 75-90% profit margin most of the time on user subscriptions. Most users are likely in the 10-50% usage levels and some don’t use it all just like stored balance credit cards. This means that AI data center operators at 60-80% profit margin or chip and memory makers in the same range …
Anthropic has introduced Claude Opus 4.8. It builds on Opus 4.7 with improvements across benchmarks, and is a more effective collaborator. It’s available today for the same price. Opus 4.8 launches alongside several new features. Users on claude.ai now have control over the amount of effort Claude puts into a task. Claude Code has a …
Elon is saying SpaceX built its own super-optimized AI training software from scratch in the C programming language. It is 10 times faster than Google JAX framework. It’s designed to run on a massive cluster of 220,000 cutting-edge NVIDIA GB300 GPUs connected by ultra-fast 800G networks. They use pipeline parallelism and get as close to …
Anthropic added ~$11B ARR in one month which is more than the combined 10-year build of Palantir, Snowflake, and Databricks (which employed tens of thousands collectively). No precedent in capitalism history. SaaS/cloud created $5–10T value over decades, yet one model company matched the output of the top three recent SaaS giants instantly. Growth rates (500%+ …
I have an article about replatforming and how business can become radically bigger, faster and more profitable with new technologies and processes. But here we focus on actual transformation and step changes to the world and industries. The Industrial revolution had 10-20X the annual GDP growth rate of the Agrarian or pre-industrial ages. The stone …
XAI Colossus 1 and part of 2 is leasing to Anthropic for $15 billion per year. This will mean SpaceXAI will be able to have more deals to build faster with huge profits. They can be renting ½ of the new capacity to scale the earth based data centers to 100B+/year high-margin rental business by …
2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of …