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SpaceX IPO Up 20% and Brian Wang Analysis Ahead of BG2 and Big Venture Capitalists

My, Brian Wang, analysis from weeks ago matches what Sequoia and Brad Gerstner, Altimeter Capital and Gavin Baker have said yesterday and today Sequoia capital Shaun Maguire says that, in his opinion, if you add the Anthropic and Google deals + Starlink growth, SpaceX could reach a ~$50B revenue run rate in Q4. BG2, Brad ... Read more
Recent posts

Live Rental Prices for H100 and Other GPUs Increasing

Alongside the launch of our H100 1-Click Rental Index, we wrote up what the GPU rental market actually looks like in early 2026, and the headline is that the spot market for compute has gone from "finally cooling off" in October to a hard squeeze again, in roughly five months.… pic.twitter.com/XayxYXWcZ6 — SemiAnalysis (@SemiAnalysis_) June ... Read more

SpaceX IPO in Hours. Going to the Moon, $200+

SpaceX IPO is hours away. They will open up trading about about 11pm-noon EST. What else will be happening to SpaceX trading, unlock of share, index buying. What will matter more? The technology unlocks. SpaceX Starship working in as little as two months and delivering live V3 satellites. Sign up to talk to Brian Wang ... Read more

SpaceX is Already an AI Leader – AI Cloud Revenue Leader in 2027

Why Analysts Are Getting SpaceX Wrong – Most analysts are feeling one part of the elephant understand space but not AI or understand neither – S1 (300-page F1) only covers through Q1 last year, predates the AI revenue pivot – Many still exclude the new AI contract revenue from 2026 projections – JPMorgan, Morgan Stanley, ... Read more

What Must You Know Before the SpaceX IPO?

What must you know before the SpaceX IPO? What many supposed analysts do not understand? They do not understand the AI business. What businesses is SpaceX in and where are they leading? How valuable are those things and how quickly can they make more money? How much money is and can SpaceX make renting out ... Read more

Why SpaceX Needed $75 Billion from the IPO and Changed Strategy for AI in 2027 and Beyond

SpaceX was going to launch about 5,000 to 8,000 Version 3 communications satellites in 2027 and then another 20,000 Version 3 communication satellites in 2028. This was the old plan until it was confirmed that AI data centers in space would work and would be easier to build. They are raising $75 billion or may ... Read more

Forbes Ranks Elon Musk as First Trillionaire

Forbes ranks Elon Musk as the first trillionaire ever. He is over triple the net worth of Larry Page who is second place. It is rare for whoever is richest to triple second place. IF SpaceX runs during the IPO on Friday and after then Elon will race to $1.5 trillion or even $2 trillion ... Read more