| Tesla started out as an EV company in 2003… Yet today it’s also an AI and robotics company with the Optimus robot, the Robotaxi program, and the Dojo supercomputer cluster. And it’s no secret the stock has had a monster run since then. Let’s discuss how SpaceX is now following the same business playbook as Tesla, and how you can claim Pre-IPO shares today. Go here for urgent instructions. SpaceX was founded in 2002 as a rocket company. Its mission was to make space travel cheaper, more reliable, and eventually multiplanetary. And that's exactly what it did for two decades. But in just the past few months, SpaceX has quietly turned itself into one of the most ambitious AI companies in the world. The catalyst was the xAI acquisition. SpaceX acquired Elon Musk's AI company xAI in an all-stock deal. The combined entity was valued at roughly $1.25 trillion (SpaceX at $1 trillion and xAI at $250 billion). In a memo to employees, Musk called the merger the creation of "the most ambitious, vertically-integrated innovation engine on (and off) Earth." That single deal gave SpaceX three new things:
- Ownership of Grok, the large language model that competes with ChatGPT
- xAI's massive training infrastructure, including the Colossus supercomputer cluster
- A declared mission to move AI compute off the planet entirely
That last point is the most important. Earth-based data centers are running into hard limits. Power grids are strained, cooling is expensive, and land near major population centers is scarce. Musk's solution is orbital data centers. A constellation of solar-powered satellites that act as supercomputers in space. SpaceX has already asked regulators for permission to launch up to one million such satellites. Musk has said that within two to three years, space-based AI compute could be cheaper than anything possible on Earth. And SpaceX is the only company with the launch infrastructure to make it happen. Starship is the only rocket capable of delivering the necessary mass at the required cadence. That gives SpaceX a moat that no AI company on Earth can match. Just over a week ago, SpaceX doubled down again. It secured an option to acquire Cursor — the fast-growing AI coding tool used by software engineers across the industry — for $60 billion later this year. Here’s the big takeaway. SpaceX is no longer just a rocket company that sells satellite internet. It's becoming an AI infrastructure company whose competitive moat is literal orbital hardware, and the only vehicle that can service it at scale. I’m incredibly bullish on the company. That’s why I’m claiming my shares thanks to this little-known backdoor… And that’s why I’m urging investors to do the same. Go here for details. Ian Wyatt |
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