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Showing posts from June, 2026

Speculations on What Could Show Physics Beyond the Standard Model

Post-spacetime physics refers to the idea that our familiar 4D spacetime is not fundamental but emerges from deeper structures—whether geometric (fiber bundles, higher-dimensional manifolds), quantum (entanglement, information), or vacuum effects. Eric Weinstein’s Geometric Unity (GU) proposes a 14-dimensional geometric framework (involving a metric bundle over 4D spacetime) from which the Standard Model forces, gravity, and ... Read more

SpaceX Has Another $150 Million Per Month Deal

SpaceX is adding another $900 million of revenue in 2026 and $1.8 billion of revenue per year with another AI rental. This is with Reflection. It adds from July 2026 to 2029. This means $900 million more in 2026 and a runrate of $2.35 billion per month in Q4. $28 billion per year in 2027 ... Read more

Modern Warfare Deadlock or Domination

Drone walls and layered short/medium/long-range droning have effectively recreated a modern version of trench attrition warfare, where large-scale land capture is extremely difficult and costly for near-peer adversaries. Only small, incremental gains have been seen in Ukraine. Countries that cannot match drone quantity and integration at scale risks failure or stalemate. Drone Walls and Layered ... Read more

Bill of Materials (BOM) and Cost Estimate for Starfall

Starfall is explicitly designed for mass production (like Starlink satellites), so unit costs drop sharply with volume. It is tiny compared to a Starship upper stage (~2.1 t dry mass vs. ~85–100 t), with far simpler systems (no main propulsion, parachute landing, jettisonable shield). Here is a realistic BOM (Bill of Materials) breakdown and cost ... Read more

Trillions of Dollars in Opportunity

AI Gives a venture capital take of Anything anywhere delivery via Space rocket. 1hr global TAM for 2k lb / 5.6m³ container • Core TAM: $50B to 100B slice of ~$250B air cargo + $300B express for time-critical high-value goods (pharma, electronics, auto/aero parts, medical). • Expansion opportunity True global JIT slashes inventory costs across ... Read more

Last Mile of Space and Earth Rocket Package Delivery

SpaceX will be proving out a key part of delivery from space or anywhere on earth in one hour anywhere. Starship flying then eject Starfalls. 50-100 per Starship. Reusable system delivers anywhere. No launch tower and no drone ship needed. Can also deliver people (military commandos first). Two of the last few pieces have been ... Read more

3 Days Until SPACEX Gamechanger. ANYTHING. ANYWHERE

A new SpaceX vehicle will be demonstrated on Tuesday June 23 2026. It changes everything. SpaceX will be able to deliver anywhere on Earth. They can take anything up and down from space. This opens up multiple huge revenue streams. Deliver even without catch towers or drones ships. ANYWHERE. In future, variants will deliver people ... Read more

Tesla SpaceX Merger Announcement and Vote Could Happen Over Next 3 Months

Elon exercised his remaining ~304 million Tesla options from the 2018 performance package. This was done via net share settlement — Tesla withheld ~17.5 million shares to cover the ~$7.1 billion exercise cost. No cash changed hands and no shares were sold on the open market. Elon’s Tesla ownership rose to roughly 19.9% (~20%), giving ... Read more

Anthropic Used Cursor Use Data to Get Ahead, So SpaceXAI Will Use Cursor to Get Ahead

Insider Jason Calcanis said Anthropic stabbed Cursor in the back. Anthropic allegedly used massive Cursor user data/token consumption to train and improve their own internal coding capabilities (Claude Code or similar). They then restricted or cut off Cursor’s access to their models. This left Cursor in a terrible position. Negative gross margins (reported around -23%) ... Read more

SpaceX Starship Going for Orbit in August and September

SpaceX President Gwynne Shotwell launch roadmap for Starship • Flight 13: July • Flight 14: August. SpaceX intends to attempt a full orbital injection • Flying from cape canaveral • Post-Flight 14 Cadence: SpaceX plans to transition to an unprecedented launch rate of flying every single month for 2026 and then going to 100-200 launches ... Read more

Elon Musk Reaches $1.4 Trillion in Net Worth

Elon Musk reached $1.4 trillion in net worth and this is more than the next five richest people in the world. In the age of AI and space 2025, 12 months ago is ancient history. In 2025, SpaceX was making $18.7 billion per year and only had a near monopoly in space payload puttin gup ... Read more

Elon Musk 4.04X Richer than Second Place. Gates Never Did It.

Forbes Real-Time Billionaires and Bloomberg listed Elon Musk at ~$1.3 / $1.27 trillion, with Larry Page (second) at ~$314 billion → ratio ≈ 4.04X richer. Bill Gates never reached 4X. He dominated the top spot for many years (roughly 13 consecutive years from ~1995–2007 per Forbes). The gap was smaller. In 1999, the ratio over ... Read more

Oil Flows and Market Impact and Hormuz Flows

There could be a deal between the USA and Iran. This would restore oil traffic over the next 30-60 days. The US has a southern route through Hormuz that has about 3-7 million barrels per day which is two to four large oil supertankers per day. US Energy Secretary Chris Wright said vessels under US ... Read more

SPACEXAI 5 Data Center Locations + More Energy + Rubin Chips = $300 + Billion Revenue Runrate

SPACEXAI has five data center locations. Three sites for terrestrial data centers and the fourth is distributed AI with Tesla and the fifth is AI data centers in Space. Ground / Terrestrial: 3–5 GWThis is the bulk of the near-to-medium term capacity.Core Colossus Cluster (Memphis, TN + Southaven, MS) — ~2 GW near-term foundation Colossus ... Read more

Youtube Needs to Give Creators Processes to Prevent Hijacking and Have Fast Recovery

Gustavo Ripa channel (a legitimate Uruguayan musician/guitarist with older albums like Calma from ~2010 and ~12K subscribers) is currently (June 14 2026) being used to host live streams about “Elon Musk’s First Trillion-Dollar Interview: SpaceX IPO & SPCX Target Price.” This guy has never had any live streams before and his first live stream is ... Read more

Is Echostar a Way to Get SpaceX at $80-113 Per Share ?

I have worked with Cern Basher to analyze Echostar. Full disclosure I own Echostar and SpaceX. Based upon this analysis, the value of SpaceX within Echostar works out to an implied price of $80-113 per share depending upon how the parts of Echostar are valued. Echostar has 266 million shares of SpaceX spread over 288 ... Read more

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

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

Morningstar Analyst Mostly Ignores SpaceX Biggest Current and Future Businesses

Morningstar ignores SpaceX largest current business and vastly underestimates all of its future businesses. They come up with a valuation only half of the IPO and even achieving AI data centers in space is not worth the full IPO valuation. They value an AI data center in space scenario as only worth $1.3 trillion. The ... Read more