Jeg er hverken tilhænger af jubel-optimisme eller pessimisme omkring omkring $SPCX Men i det danske medie billede savner jeg dækning af, citat næste del. @BodilGantzel @PerNordnet @aktieuniverset
Bro… if Anthropic is worth $2 TRILLION, then SpaceX is worth a gazillion dollars. And I’m only half joking. If you think I’m bluffing, just think about what SpaceX actually owns now. They have Grok, and it keeps getting better. They have Colossus, one of the biggest AI supercomputers ever built. They have 𝕏, giving Grok instant distribution and a massive stream of real-time information. They have Starlink, a global communications network. They have reusable rockets that launch the satellites. They build the satellites. And now they’re working toward putting AI compute in space. You see, most AI companies have to go out and buy or rent huge amounts of compute just to train and run their models. SpaceXAI is building the compute itself… and it’s already gotten to the point where Anthropic is literally paying SpaceXAI for access to Colossus. Think about that deeper. One of the most valuable AI companies in the world is a CUSTOMER of the company people still mostly think of as a rocket company. SpaceX is building the infrastructure the AI runs on. They own Grok. They own massive compute. They own the distribution through 𝕏. They own global connectivity through Starlink. They own the rockets. They own the satellite network. And eventually, they want to own an enormous amount of the compute sitting above Earth too. Keep it simple… SpaceX owns the entire stack. The model + compute + data + distribution + connectivity + rockets + satellites. So yeah… If the market decides a standalone AI company like Anthropic deserves a $2T valuation, I have a very hard time believing SpaceX stops anywhere close to where it is today.
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“ They own Grok. They own massive compute. They own the distribution through 𝕏. They own global connectivity through Starlink. They own the rockets. They own the satellite network.” Ja jeg fristes til at betale 5-10 kr for noget der er 1kr værd i dag men med 100kr potentiale

Aug 19, 2026 · 6:21 PM UTC

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Ejer og ejer... Det er gældsfinansieret.
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