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🚀 The Q1 Rocket Report is out. SpaceX's market share of launch (both by kg to orbit and by number of spacecraft launched) is now 99% in the U.S. and 86% globally. China, Russia, and "other U.S." dropped from the prior quarter. Number of spacecraft launched grew 35% YOY.

Starfall?! Most Tesla investors have never heard of it. But this quiet SpaceX project could be one of the biggest tailwinds for TSLA in the 2030s and beyond. It is not just "another capsule." It is a 10 feet diameter, 2.5 feet tall disk-shaped, reentry vehicle designed to bring high-value payloads back from orbit safely and affordably. It weighs about 4,600lbs and is the missing piece for in-space manufacturing at scale. The first FAA-approved launch test is scheduled for June 21st 2026. Starfall’s sole purpose is to be a rapid point-to-point cargo delivery vessel. It unlocks commercial in-space manufacturing by...

The Pentagon artificial intelligence chief on Monday said Elon Musk’s Grok chatbot is tantamount to national security in a sworn statement that noted xAI’s technology has been used throughout the Iran war. Cameron Stanley, the chief digital and artificial intelligence officer for the Department of Defense, wrote that the chatbot “enabled U.S. forces to deploy over 2,000 munitions to 2,000 distinct targets within 96 hours during Operation Epic Fury, a testament to the greatly increased operational efficiency made possible by the Grok Gov Model.”Stanley’s statements were used as evidence in efforts by the Trump administration to preserve the xAi data...

If you submitted an indication of interest for SpaceX IPO shares, you will need to confirm your indication of interest after the IPO has officially been priced, which is currently expected tomorrow evening (June 11th). Confirming an indication changes your indication to an order to buy shares at the offer price that SpaceX sets. Keep in mind that you will have a short window of time to confirm your indication of interest. Some participating brokerages are saying that public the window may open late in the evening and close as early as 7 AM ET the following morning (June 12)....

In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture humanoids at high-volume in America, xAI’s business and alignment plans, DOGE, and much more. Elon Musk -- "In 36 months, the cheapest place to put AI will be space" | 2:49:45 Dwarkesh Patel and Stripe | 1,628,229 views | February 5, 2026

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing. "On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components. After December 31, 2026, the agreement may be terminated by either party...

In a significant development for the tech and semiconductor industries, Apple and Intel have struck a preliminary agreement under which Intel will manufacture some of the chips that power Apple devices. The news, reported by Robbie Whelan and Rolfe Winkler for The Wall Street Journal on May 8, 2026, marks a notable comeback effort for Intel and highlights ongoing efforts to strengthen domestic U.S. chip production. The Role of the Trump Administration: The U.S. government played a pivotal role in facilitating the deal. Last summer, the Trump administration converted nearly $9 billion in federal grants into a roughly 10% stake...

NEWS: Elon Musk's xAI gets USDA backing in pursuit of FedRAMP High authorization. This unlocks secure, truth-seeking AI for the federal government’s most sensitive workloads and multiple agencies are already piloting it. Grok's Government adoption just got a massive boost.

NEWS: U.S. Department of Agriculture (USDA) to adopt Grok. The U.S. Department of Agriculture (USDA) says it’s “proud” to move forward with a plan to deploy xAI’s Grok across the agency. The USDA is also sponsoring Grok for federal approval, calling it a step toward equipping its workforce with the most capable AI available. A major win for xAI. (Source: Fast Company)

Environmental groups are legally challenging a permit that Mississippi granted to xAI allowing the company to build a massive, methane gas-burning power plant in the state. The permit application had "deficiencies," like inaccurate air pollution estimates, the groups said, adding that regulators rushed what should have been a careful process. Now part of SpaceX, xAI wants to build the power plant to provide electricity for its data center in nearby Memphis, Tennessee, and another one coming in Southaven, Mississippi. Elon Musk's xAI, now owned by SpaceX, is facing a new legal challenge from environmental groups in Mississippi, where the company...

The SpaceX initial public offering (“IPO”) is expected to be the largest IPO of all time, with the company targeting a market capitalization of $1.75 trillion, according to the Financial Times. Despite the massive valuation and huge anticipation for the company’s public debut, there are a few under-the-radar details about the IPO that should chill investors looking to participate in the Elon Musk-helmed company.The Financial Times reported that SpaceX is looking to raise $75 billion from the offering, up recently from a target of $50 billion, as executives look to haul in more cash at the company’s highest valuation of...

In 2002, a part-time single mother at a small rocketry consultancy was driving on an LA freeway when she decided she was being an idiot for not taking a job at a startup with zero successful launches and seven employees. Gwynne Shotwell joined SpaceX as employee number seven. Her job: convince governments and corporations to buy rides on rockets that didn't exist yet. The Falcon 1 failed three times. On the fourth attempt, September 2008, it reached orbit. Two months later, Shotwell negotiated a $1.6 billion NASA contract that saved the company from bankruptcy. She was promoted to President the...

public offering prospectus with regulators later this week ​or next week, ​The Information reported on Tuesday. Advisers involved in the preparation predict the company could ​try to raise more ​than $75 billion in the IPO, ‌the ⁠report said, citing a person ​with direct knowledge of the ​plans. The individual investor portion might exceed 20%, but the percentage has ​yet ​to ⁠be finalized, as per the report. In February, Bloomberg reported that SpaceX was considering a dual listing to give CEO Elon Musk greater control. A dual listing would enable Musk to

Elon Musk just became the first person ever worth $800 billion or more after his rocket maker SpaceX acquired his artificial intelligence and social media company xAI. Forbes estimates that the deal, which values the combined company at $1.25 trillion, boosted Musk’s fortune by $84 billion, to a record $852 billion. Before the deal, Musk owned an estimated 42% stake in SpaceX worth $336 billion, based on a tender offer launched in December that valued the privately-held rocket maker at $800 billion. He also owned an estimated 49% stake in xAI worth $122 billion, based on a private fundraising round...

As Elon Musk tries to sweep his Mars ambitions under the rug like an embarrassing teenage phase, he’s now shifting focus to the Moon — with no less eye-brow raising ideas. According to new reporting from the New York Times, Musk told employees at xAI — his AI company recently acquired by SpaceX — that it needs to construct a factory on the Moon to churn out AI satellites. And to launch the satellites into space, he says, it needs to build an enormous electromagnetic catapult. Sci-fi readers already know where this is going: Musk is thinking about building a...

In the last week SpaceX has acquired XAI and presumably related to that they submitted plans to the FCC exploring the construction of a compute cluster in Earth orbit with one million spacecraft. So, I try to use Universe Sandbox to visualize this.... and it's not easy. For technical reasons this is a limited version visualizing the kind of orbits we expect, but you can play with it yourself if you own Universe Sandbox. What Would SpaceX's Space Datacenter Plans Look Like? | 11:31 Scott Manley | 1.83M subscribers | 50,409 views | February 10, 2026

SpaceX is considering a potential merger with either Tesla or xAI, according to people familiar with the matter. Bloomberg's Loren Grush and Kiel Porter break down what this possible consolidation of Elon Musk's empire could mean with Caroline Hyde and Ed Ludlow on "Bloomberg Tech." SpaceX Said to Consider Merger With Tesla or xAI | 4:57 Bloomberg Technology | 715K subscribers | 10,262 views | January 30, 2026

Grok goes Global with KSA: Announcing our landmark partnership with Saudi Arabia and @HUMAINAI—the first time a country adopts Grok at scale. xAI will build a new generation of hyperscale GPU data centers in the Kingdom, deploying Grok nationwide.

Tesla boss Elon Musk has become the first person ever to achieve a net worth of more than $500bn (£370.9bn), as the value of the electric car company and his other businesses have risen this year. The tech magnate's net worth briefly reached $500.1bn on Wednesday afternoon New York time, before dipping slightly to just over $499bn later in the day, the Forbes billionaires index reported. Alongside Tesla, valuations of his other ventures, including the artificial intelligence start-up xAI and rocket company SpaceX, have also reportedly climbed in recent months. The milestone further cements Musk's status as the world's richest...

We are building Grokipedia @xAI. Will be a massive improvement over Wikipedia. Frankly, it is a necessary step towards the xAI goal of understanding the Universe.