{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Loop AI","title":"AI Just Saved SpaceX: Record $14.6B Quarter, First Profit and a Tesla Merger","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/47d471c0\"></iframe>","width":"100%","height":180,"duration":1495,"description":"Four months ago, half of Wall Street wrote off SpaceX's record IPO as massively overvalued. Last night it reported $14.6 billion in revenue in a single quarter and the first profit in its history. The surprise is where the money came from: AI. SpaceX has become the number one neocloud, renting compute to Anthropic and Google for billions of dollars a month, and its AI business now out-earns Starlink. Ejaaz breaks down the xAI pivot, how Elon brings 200,000 GPUs online a month, the power bottleneck, and Elon's projection of a $500 billion to $1 trillion annual run rate in 2027.\n\nThen the bigger picture: the SpaceX and Tesla merger committees, Starlink and StarMind, where Tesla's cars and Optimus robots fit, TeraFab's plan to build the biggest chip plant on Earth, and what could still go wrong.\n\n==\nTimestamps\n00:00 Wall Street Wrote Off SpaceX\n01:34 The IPO Hangover\n02:10 The xAI Pivot\n03:14 The $14.6B Quarter\n04:42 How SpaceX Became the #1 Neocloud\n06:26 200,000 GPUs a Month\n07:14 The Power Bottleneck\n08:58 Too Much Demand\n10:12 Short-Term Leases at a Premium\n10:59 The Red Flags\n11:56 Tread Carefully: Share Unlocks\n12:36 The Tesla Merger\n13:53 Starlink and StarMind\n17:04 Where Tesla Fits\n19:41 TeraFab and the Chip Problem\n21:03 What Could Go Wrong\n23:37 Final Thoughts\n\n#spacex #elonmusk #tesla #ai #stockmarket\n\n==\nAlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.\n👉 https://finance.yahoo.com/about/promos/gold/alphaspace/?ncid=100003571","thumbnail_url":"https://img.transistorcdn.com/eEvfDcioyXt_JP5dOd1j7wEY5UftNIM06PjgQA_TLes/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS82MmQx/ODlmNDYyMjIxZTU3/NTgwOGJjMmUzZTkz/OWE5Ny5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}