this post was submitted on 19 Jun 2026
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It's not even a surprise, this is from SpaceX s-1 document: only 7% of their estimated valuation is from Space related activities
Is "Enterprise Applications" like shooting datacenters into space, or copilot business edition?
I think the "Space-Enabled Solutions" part sounds more like designing satellites than the space-launch business.
They bought Cursor for AI. Earlier this year cursor switched to pay per use model, so now every engineer is spending dozens to hundreds of AI Bucks. I don’t think Cursor is profitable on that yet, but I imagine xAI are looking to scale that model, both to turn Grok into something that earns an income, and to scale up to profit despite cost of datacenters/training.
I’m skeptical there is really a profitable market, but it might be the most grounded of his predictions. The technology exists, the business model is successful at a small scale, so they just need to scale
could you provide details on that?