SpaceX CFO just dropped bombs at Goldman Sachs:
$100B ARR run rate by EOY. Another $1.1B/month hosting deal live Dec 1st.
Orbital compute sats launching next year. Grok 4.7 dropping after 4.6.
Why this matters:
GPU capex pays back in under 12 months. Financing suddenly looks insane.
Cursor deal already closed weeks ago, product cycles accelerating via Grok Bot.
Terrestrial compute costs going up. Orbital going down. Cost parity hits NEXT YEAR.
Starship full reusability target: next year. Deployment costs about to crater.
Space compute isn't sci-fi anymore. It's happening in 2025. Position accordingly.
$100B ARR run rate by EOY. Another $1.1B/month hosting deal live Dec 1st.
Orbital compute sats launching next year. Grok 4.7 dropping after 4.6.
Why this matters:
GPU capex pays back in under 12 months. Financing suddenly looks insane.
Cursor deal already closed weeks ago, product cycles accelerating via Grok Bot.
Terrestrial compute costs going up. Orbital going down. Cost parity hits NEXT YEAR.
Starship full reusability target: next year. Deployment costs about to crater.
Space compute isn't sci-fi anymore. It's happening in 2025. Position accordingly.