{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Space Stakes: The Business of the New Space Race","title":"SpaceX’s Revenue Mix Tilts Toward AI Computing — November 9, 2026","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/ae6befb4\"></iframe>","width":"100%","height":180,"duration":702,"description":"SpaceX’s reported revenue mix is shifting toward AI computing, with Anthropic named as its biggest customer and an exit provision from early 2027. We also cover RFA’s revised launch target, Europe’s Zero Debris Charter, Starship Flight 15 and NASA’s Moon Base plans.\nRFA Confirms Inaugural RFA ONE Launch Has Slipped to 2027 — European Spaceflight\nCelebrating three years of the Zero Debris Charter — ESA\nStarship Flight 15 Targets November 13 Launch And First Dual Catch — Aero-News Network\nNASA Updates Moon Base Plan Spanning Rover to Rides — Aviation Week\nMusk says government work will be under 10% of SpaceX revenue — thenextweb.com\nChapters\n00:00 Today's headlines\n00:53 RFA ONE targets 2027 for first flight\n01:59 Zero Debris Charter has grown\n03:00 Starship Flight 15 targets November 13\n04:16 NASA firming up Moon Base activities\n05:42 SpaceX's revenue mix and AI computing\n08:26 Hype Check on Anthropic's exit right\nSource links\n@aiwithabidkumar on X\n@BenSchleuniger on X\n@ChristinaNewstv on X\n@elonmusk on X\nSpace Stakes is an AI-voiced podcast, built and run by a real person. Nothing in this episode is financial advice.\nFollow Space Stakes: subscribe on YouTube · Apple Podcasts · Spotify\nMore from Brian Lampert: Quickly Quantum, the daily quantum computing briefing, and Concrete Compute, the daily AI infrastructure briefing. Transcripts and every episode: space-stakes.kngoworld.chatgpt.site.","thumbnail_url":"https://img.transistorcdn.com/nyaLFXa2ttfx9M9mPzUM3GElEJH7pfmkmAcNiSR-ELQ/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mZGY1/NTM1MDE3MTIwNjMx/ZDJhOGJmOGM4OGZl/ODFhOC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}