AI Bubble or Not…This Company Owns the Future - As they Own the infrastructure!

YouTube ^ | 08/12/2024 | BestInTesla

[SmokingJoe]

This video argues that even if the current AI market is experiencing a bubble similar to the dot-com crash of 2000, SpaceX is uniquely positioned to dominate the future.

The host posits that while many AI companies may fail, those with robust business models, profitability, and genuine innovation will emerge as industry leaders.

Key takeaways include:

Vertical Integration: SpaceX is described as the only company that owns the full infrastructure stack: rockets for deployment, satellites for global connectivity, ground networks, and massive AI compute capabilities (8:15 - 9:02).

The Infrastructure Play: SpaceX is building a global internet backbone via Starlink, which now boasts over 13 million subscribers and serves as a critical utility (4:02 - 5:21).

Massive Compute Expansion: The company is aggressively building out AI data centers, aiming for 10 gigawatts of compute capacity by the end of next year. This is framed as a significant portion of the world's total AI compute power (10:33 - 12:45).

Non-Human Traffic: The video highlights a projection from Cloudflare that non-human (AI-generated) internet traffic will grow to be 1,000 times greater than human traffic within five years, a trend that will rely heavily on the global connectivity provided by Starlink (5:47 - 6:44).

Resilience: The host emphasizes that SpaceX is already profitable, has a substantial cash reserve, and operates with a unique engineering culture that attracts top-tier talent, making it a company that is difficult to bet against regardless of market volatility (9:40 - 10:13, 15:36 - 16:24).

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TOPICS:
KEYWORDS: ai; musk; spacex

[SmokingJoe]

We'll see.

[Attention Surplus Disorder]

I don’t think you bet against the Elon.

[The Duke]

The following video pretty much convinced me that SpaceX is a good investment. One key factor is that their biggest/best customer, by far, is themselves.

https://www.youtube.com/watch?v=DlXb3zSLdFY

[BenLurkin]

Who is John Galt?

[woodbutcher1963]

I bought in @ $113 two weeks ago.
Thought about buying more at 108. didn’t pull the trigger

[plain talk]

SPCX is in the Nasdaq-100 QQQ. One can get the benefits of a larger basket with less risk.

[ProtectOurFreedom]

Those are all the reasons I bought a modest amount of stock at the IPO price. The shares are for gifts to the kids.

[qwerty1234]

If I could only own one stock, this would be it. As it is, it is one of my larger holdings.

Buy it and forget about it for ten years - pay no attention to the ups and downs in the meantime.

[6ppc]

Same here, same numbers. I think it’s a great bet.

[SmokingJoe]

SpaceX reportedly passes first key tests for America's Golden Dome.

SpaceX, Northrop Grumman and other companies completed the first stage of testing for the $185 billion missile-defense system as per Bloomberg.

The early tests included:

• Design and component-level testing
• Transferring data from sensors to interceptors
• Demonstrating propulsion systems

There is currently no official confirmation from Elon Musk or SpaceX.

https://x.com/i/status/2087529324760973383

[SunkenCiv]

The useful space around Earth is far smaller than it looks: a few narrow orbital bands, fewer than 1,900 slots in Geostationary Orbit, and one patch of ice at the Moon's south pole roughly the size of Switzerland. That ice is water, water is H2O, and the oxygen in it can be liquified into rocket fuel -- whoever builds the first gas station on the Moon controls the only refueling point between here and Mars. 

How SpaceX Is Making America Uncatchable | 24:49 
Maxinomics | 596K subscribers | 1,077,823 views | June 10, 2026

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There's a new, very real space race. But this time the goal isn't just getting to space, it's to occupy space. The best, most valuable areas of space. 

Why Nations Lose Sleep Over SpaceX | 12:28 
Maxinomics | 597K subscribers | 949,871 views | December 9, 2024

[yelostar]

…SpaceX is described as the only company that owns the full infrastructure stack: rockets for deployment, satellites for global connectivity, ground networks, and massive AI compute capabilities

Funny…excluding the rockets, all of these things would be useful for a 24/7/365 orbital-based global surveillance umbrella.

🤔

[napscoordinator]

I have 13 shares so far. Two different purchases. I’m buying $500 worth of shares every month in my Roth IRA. It is money I could lose if worst comes to worst. but I fully feel that long-term. It’s gonna be a good investment.