October 1st, 2026 Google in partnership with planet labs launched a prototype satellite carrying four TPUs into orbit on SpaceX’s Transporter-18 rideshare mission. This launch is the first step of Project Suncatcher. Google is working long-term to one day host scalable machine learning infrastructure in space. Over the coming weeks, in-orbit data will be gathered …
Elon’s 250 kW Starlink satellites will bring multi-gigabit satellite internet and 5G satellite cellphone everywhere even high density cities. 250 kilowatts per satellite, 10 terabits per second in both directions, and a path to more than 100 terabits per second. I detailed the 250 kilowatt per Starlink satellite as beating the Space Station in my …
Twenty SpaceX MiniHard AI data centers versus eight million fully monetized Tesla robotaxis—which could generate more profit? Brian Wang breaks down the shocking impact of monthly MiniHard production. AI leasing economics, and the assumptions behind this extraordinary comparison. The key: how quickly SpaceX can turn power, chips, and buildings into paying compute. Brian WangBrian Wang …
Tickerplus data indicates Anthropic’s ARR seems to have flatlined around the time when the token index peaked. Anthropic is at about $76 billion ARR. 👀 Interesting data from @tickerplus. Acc to this data, Anthropic's ARR seems to have flatlined around the time when the token index peaked. Many people questioned (rightly) at the time the …
Anthropic’s confidential prospectus now lists agreements that could reach up to $84.5 billion for NVIDIA-double the earlier $45 billion figure. Most of these provisions remain cancelable with 90 days’ notice. This is likely up from $15 billion per year to $25-30 billion per year. Probably about $2.3 to $2.5 billion per month. The SpaceX slice …
In 2026, Starlink on cruise ships is no longer a novelty. It is the default on almost every major line, and passenger reviews have settled into a consistent pattern: usable like a decent hotel connection, not like fiber at home. The old don’t even try email at sea era is gone. Congestion, price, and package …
One new AI data center every month. If SpaceX achieves that MiniHard production pace, the consequences for AI capacity, revenue, and competitors are enormous. MiniHard will become SpaceX’s most important near-term product. Repeating a proven data-center design could turn individual construction projects into a steady stream of usable AI capacity. I compare it to mass …
List of those who were WRONG when they predicted SpaceX Starship would not work or there were fatal design flaws. List in the comments, who should be on the –They Were WRONG and now we Remember and Mock them for Being WRONG. Also, we were RIGHT. Will Lockett (Planet Earth and Beyond) Explicit titles: “Starship …
For those, who were saying that I was wrong and Bank of America was right about the costs of a gigawatt of AI in space, Elon Musk has replied to my X posts with a 100% and laughing emoji. Also, SpaceX has this morning launched SpaceX Starship to orbit and deployed Commercial V3 satellites. If …
SpaceX Starship has gone orbital. Flight 14 worked, but there was one engine out. IF SpaceX Starship has 120 launches with new AI1 satellites that would be a gigawatt of AI in space. There will be no SpaceX AI satellite made for Falcon 9. It would take 700 to 3000 launches of a Falcon 9 …
The minimum level of truly meaningful AI Data Center in space is about 10 Gigawatts before the end of 2030. The reason is that the world is adding 20 to 40 gigawatts per year of data center on earth. Creating a new category of AI data center to move the global needle needs to have …