SpaceX just reported $14.6 billion in quarterly revenue and the first profit in its history, and the surprise is where the money came from: AI. Host Ejaaz Ahamadeen breaks down how SpaceX became the number one neocloud renting compute to Anthropic and Google, the power bottleneck, the potential Tesla merger, and what could still go wrong.
SpaceX just reported $14.6 billion in quarterly revenue and the first profit in its history, and the surprise is where the money came from: AI. Host Ejaaz Ahamadeen breaks down how SpaceX became the number one neocloud renting compute to Anthropic and Google, the power bottleneck, the potential Tesla merger, and what could still go wrong.