SpaceX is heading towards its IPO, but Brian Wang says the real story is much bigger than rockets.
In this episode of @overthehorizon , Brian breaks down why SpaceX may be turning into “Elon Web Services”: a giant AI infrastructure machine built on compute, energy, Starlink, Starshield, orbital AI, and future in-space manufacturing.
We discuss the reported Google and Anthropic AI compute deals, Colossus 2, SpaceX’s massive AI CapEx, Starlink’s rapid subscriber growth, Starship-enabled V3 satellites, direct-to-device connectivity, Terafab, AI chips, Golden Dome, Starshield, and why SpaceX could become the satellite foundry for governments and companies around the world.
Brian’s core argument is explosive:
SpaceX is not just building rockets.
It may be building the infrastructure layer for the AI age.
If Elon controls launch, satellites, AI compute, energy access and orbital infrastructure, then the SpaceX IPO may be far bigger than most investors realise.
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