SpaceX Just Raised $85.7 Billion and Nobody Is Ready

ApoStructura put the $85.7 billion SpaceX just raised next to what they have historically spent on programs, and said people are not ready for the magnitude of things to come. Ten million views on a raise chart, and a war chest that size is how Starship, Starlink, and orbital compute stop being sequential projects and start shipping in parallel for the next twenty years.

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mntruell said there is lots to do together and he is excited to be joining forces with SpaceX to build useful AI. A named operator attaching to SpaceX to build useful AI is how that company gets a software-labor partner, and that pairing compounds for a decade.

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Cursor said they are joining forces with SpaceX to advance the frontier of useful AI and to expect significant improvements to Cursor soon. If Cursor starts eating SpaceX engineering data, the next ten years of software labor get an industrial tutor that no other IDE can buy.

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I asked why the Cybercab has a 219 hp motor if the car was designed to never have a steering wheel and pedals and will not go above 85 mph. A 219 horsepower robotaxi is a car, and over the next five years Tesla will sell that car with a wheel because the volume has to go somewhere.

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I said Tesla FSD should be approved globally without pause because it saves lives, and any government that does not approve it is willingly killing its own people. The ten-year cost of delay is measured in traffic deaths, not in cautious press releases.

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I said there is no reason to trust ratings from the firms that stamped mortgages AAA before the 2008 crash - it is all a scam. If those stamps stay the scoreboard, Tesla stays mispriced for years while the physical stack ships.

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I said I love that Waymo exists and is doing an incredible job, but intelligence is the most important thing in self-driving, Tesla is far and away the best at it, and they have 400x the scale and far lower costs. Intelligence plus 400x scale is how Tesla owns autonomy over the next ten years while Waymo stays a city-by-city service.

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I said the Moon is genuinely rich in oxygen - lunar dirt is something like 40 to 45 percent oxygen by mass, oxygen is the heavy majority of any rocket's propellant load, and if you pull it out of the dirt and fling it into orbit with a catapult you have built a gas station in space. Twenty years of that and every spacecraft passing through stops hauling oxidizer up from Earth.

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