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Elon Musk tweeted SpaceX will be worth more than Earth if it accomplishes its goals. Peter Diamandis notes Earth's material wealth is about $600 trillion; adding financial assets brings it to $1.7 quadrillion.
China's Long March 10B booster successfully landed on July 10th, a first for China. SpaceX's Falcon 9 has achieved 580 booster reflights; booster 1067 flew its 36th mission on July 11th.
Hammer argues forcing a trillionaire to sell company shares to pay taxes is worse than their existence. He says rewarding innovation like SpaceX and Tesla is good, but actual policy actions matter more.
SpaceX's IPO raised $75 billion at a valuation of $1.75 trillion, trading today around a $2 trillion market cap on roughly $35 billion of forward revenue.
Jason Calacanis highlights major philanthropic contributions to Trump Accounts: Michael Dell donated $6 billion, Gwen Shotwell contributed $350 million in SpaceX shares, and Brad Gerstner gave $100 million.
Nathaniel Whittemore reports Cursor (now SpaceX AI) began work in April on a general-purpose agent called SAND, designed as a personal assistant for office tasks like email and spreadsheets.
Brett notes SpaceX is not taking Falcon 9 ride-share bookings for 2028-2029, and Blue Origin’s pad explosion has delayed its launch schedule, creating a medium-term tightness in launch availability.
Daniel argues vertical integration is key, citing SpaceX’s internal Starlink demand as the cash flow engine funding its rocket development, whereas other companies lack sustainable demand.
Brett observes that once Starship is operational, SpaceX will have excess upmass capacity and could offer standardized 'PEZ dispenser' launch slots, but satellite companies must commit to that design.
Anthropic announced a partnership with SpaceX AI, gaining access to the Colossus 1 data center with 220,000 Nvidia H100 GPUs operating at 300 MW capacity.
Elon Musk tweeted he leased Colossus 1 to Anthropic after meetings where their team passed his 'evil detector,' while SpaceX AI had moved training to the Blackwell-based Colossus 2 cluster.
Whittemore speculates Elon's AI play has pivoted from model builder to compute czar, viewing SpaceX as a vertically integrated AI infrastructure company rather than a model competitor.
Anthropic deepened its partnership with SpaceX, scaling GB200 capacity in the Colossus 2 data center throughout June.
SpaceX's IPO filing reveals Anthropic agreed to pay $45 billion over three years for Colossus compute, roughly $1.25 billion monthly, making it SpaceX's biggest revenue generator.
Elon Musk tweeted that SpaceX is offering AI compute as a service at significant scale and is in discussions with other companies, anticipating orbital data centers will enable extreme scale.