The SpaceX IPO Isn't The End. It's Just The Beginning.
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This Week in AI, we discuss SpaceX as a possible buy ahead of a major IPO, focusing on its valuation, Starlink growth, and the companyтАЩs plans for space-based AI data centers.
We also cover OpenAIтАЩs reported data center deal and S-1 filing, AnthropicтАЩs Fable 5 model, and AppleтАЩs WWDC updates on Siri.
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TIMESTAMPS
0:00 SpaceX IPO Frenzy
3:19 AI Data Centers in Space
8:38 StarlinkтАЩs Explosive Growth
14:26 Hardware Scaling Advantage
17:00 Valuing SpaceXтАЩs Future
22:09 OpenAIтАЩs Gigawatt Gamble
26:40 Fable 5 and Safety
29:35 SiriтАЩs Big Comeback
33:18 Closing Thoughts and Reactions
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RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresтБа
