XAI gets to about breakeven by renting half of their AI Data center and Anthropic can serve its models and more money and can get to a better IPO. Both get to IPO before OpenAI. Both stronger against OpenAI. OpenAI IPO is hurt. Anthropic is already at pre-IPO valuation of $1.2 trillion. SpaceX XAI will …
Starlink supplier projects 100M starlink high speed internet terminals 2028 and 200 million 2030. This is inline with my projections from last week based on looking at customers and price points. I divided up countries into high speed internet subscription tiers. And I have project may ten Starship launches in 2026 and 100 in 2027 …
SpaceX dish production is ramping toward 50,000 dishes/day. It is already at ~25k/day recently. The high speed internet subscriber base could more than double to ~20–25 million by end of 2026 and then ~50 million in 2027. This will be about $25-30 billion of revenue by the end of 2026 when including launch revenue. The …
Cursor is already at ~$2 Billion ARR (annual recurring revenue as of February 2026) and was on track to triple to over $6 billion ARR by the end of 2026 even before the xAI deal. The brand-new partnership with xAI/SpaceX gives them massive Colossus supercomputer access, which removes their biggest remaining bottleneck and should let …
SpaceXAI and Cursor_ai are partners trying to catch up to Anthropic and Claude Code. XAI data center and hundreds of thousands of chips can power Cursor Composer 2. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s …
Amazon announced an additional $5 billion investment in Anthropic immediately, plus up to $20 billion more in the future (tied to commercial milestones). This brings its total committed capital to as much as $33 billion. The announcement does not specify how much new equity/percentage this adds or the exact structure, but it will increase Amazon’s …
It is being reported that xAI will rent tens of thousands of GPUS to AI coding company Cursor. It is about $2.5-18 per hour for GPU rentals. For 10,000 GPUs it would be $15-40 million of rent. For 50,000 GPUs it would be $75 million to $200 million per month. If XAI was renting half …
Elon Musk says that Anthropic’s Claude Sonnet model has 1 trillion parameters and Claude Opus has 5 trillion parameters. XAI’s Grok 4.20, which has 0.5 trillion parameters and there are seven larger models being trained at XAI. Grok Imagine V2 2 variants of 1-trillion-parameter models 2 variants of 1.5-trillion-parameter models 1 variant of a 6-trillion-parameter …
xAI’s Colossus 2 (MACROHARD) now has 7 models in training at once. Grok Imagine V2 2 variants of 1-trillion-parameter models 2 variants of 1.5-trillion-parameter models 1 variant of a 6-trillion-parameter model 1 variant of a 10-trillion-parameter model SpaceXAI Colossus 2 now has 7 models in training: – Imagine V2– 2 variants of 1T– 2 variants …
The Tesla Terafab will likely take a 2-4 years to build and those first phases will not be all of the 100+ million square foot building or complex. The start of the project with the pilot lab facilities can start paying immediate dividends. Speeding up the design of the chips and allowing for more experimentation …
Nvidia has 19 car company partners for robotaxi. Those car companies have deployed cars with driver assist but they do not have unsupervised robotaxi. The LIDAR needed for driver assist is produced in substantial volume but only a few thousand are produced for robotaxi grade LIDAR sensors. The car partners have not bought and installed …