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Grok Bot Summary of SpaceX CFO Bret Johnsen at Goldman Sachs Communacopia today. Vertical integration Vertical integration is the company’s core operating model, not a side strategy. - Rockets: own metal → engines → avionics → software - Starlink: own launch, satellites, and the end customer - AI: build facilities and power themselves, run their own models, sell to consumer and enterprise, and soon orbital compute Starship and launch Starship is the foundation for every other business. - Flight 13: big learning flight. Delivered demo V3 payloads, relit a Raptor, and got a soft, precise second-stage splashdown. Recovery team towed the stage back so engineers could study the heat shield. - Those learnings feed straight into Flight 14 and beyond. - Flight 14 (later this month): first revenue-generating Starship flight, flying production V3 Starlink satellites. - Later this year: aim to recover both first and second stages. Orbital compute Most of the AI industry agrees orbital compute is the future. Almost everyone else thinks it’s many years away. SpaceX disagrees because they control the stack. - Target: first orbital compute satellites next year - Scale: big compute in space into 2028 - Hardware approach: same V3 bus as Starlink, swap the payload, add larger solar arrays Why orbital can beat terrestrial on cost The crossover is about Starship reusability. - Falcon 9: first-stage reuse since Dec 2015; 500+ booster reflights - Starship: first stage already recovered/reflown; second-stage recovery progressing - Goal: reflight of both stages as soon as next year, which drops deployment cost sharply Terrestrial compute is getting more expensive (power, cooling, buildings, real estate). Orbital rides the opposite curve: cheaper rockets + better/cheaper satellites + scale. Johnsen said cost parity could come as soon as next year. Terrestrial compute and the $100B ARR goal - End of this year: on track for ~$100B ARR (annualizing the December number) - New update: another hosting deal closed earlier this month → about $1.1B/month starting Dec 1 → roughly +$13B ARR - Capacity: end this year well over 2 GW; next year 5–10 GW deployed - Confidence comes from line of sight to power, facilities, and permitting, plus being NVIDIA-exclusive for allocation - They stand compute up fast for themselves and for industry partners, which strengthens the NVIDIA relationship How they monetize compute Most hosting deals are short: ~90 days with a 90-day out (~6-month commits), including the newest deal. Why keep them short? - High conviction in their own products (Grok, Grok Bot, Cursor team after closing that deal) - Don’t want to lock forever capacity they may need internally - Internal bar: don’t let internal monetization fall below external hosting Earnings framing for next year: roughly $30–$50 per watt monetization range; they said they’re at the high end. Hosting customers appear to monetize even higher, which is why demand stays strong. Payback is under one year on new compute capex, so residual GPU value and financing options look attractive. “Not all CapEx is the same” — GPUs with <1-year payback are different from a launch tower built for decades. AI products and M&A Historically SpaceX was almost all organic growth. This year they did M&A because the AI product cycle rewards speed to frontier. - Closed Cursor deal weeks ago; product cycles already accelerating (called out Grok Bot) - Grok 4.6 improved on 4.5; 4.7 coming soon - Pitch: best infrastructure + competitive model + lower token cost = best position for customers - Market mood shift: months ago people bought the infra story but doubted the products; ~90 days later that skepticism is fading Starlink broadband Started as “better than nothing” (~2020–21). Now enterprise-grade with strong uptime/SLAs. - Resiliency pitch: boards will ask why Starlink wasn’t in the network if you go down - Mobility: aircraft backlog is large and production is ramping; cruise ships, yachts, trains too - Awareness, especially outside the US, is still a growth unlock - Longer-term: physical AI (robots, cars, aircraft) will need always-on connectivity terrestrial networks can’t fully cover Mobile / direct-to-cell Not a distraction. Same V3 bus, different payload. - Fly direct-to-device satellites through next year - Target service turn-on: first half of 2028 - V1 today (e.g. T-Mobile / T-SAT): text / light voice, great for emergencies and dead zones - Next gen: full 5G-quality from space - US: mid-band spectrum from EchoStar, FCC path for space + terrestrial - Go-to-market: flexible — own terrestrial build, or partner with carriers - International: same regulator-by-regulator playbook as broadband (Starlink now in 170+ countries) Near-term priorities: 1. Starship (enables everything else) 2. Terrestrial compute (funds growth and teaches them how to do orbital) Bottom line in one line Own the full stack, make Starship reusable at scale, use terrestrial AI compute as a cash engine now, and use the same satellite bus + Starship cadence to win broadband, mobile, and orbital AI.

50 Sitios Web de los que No Podrás Salir Durante Horas Una Vez que Entres 1.) ' — Observar el mundo con imágenes satelitales en vivo 2.) ' — Ver todos los aviones en el cielo en este momento 3.) ' — Academia de IA para todas las edades 4.) ' — Mapa en vivo de vientos y tormentas 5.) ' — Observar en tiempo real los rayos que caen en el mundo 6.) ' — Lista en vivo de los últimos terremotos 7.) ' — Cables submarinos que transportan internet 8.) ' — Observar la deforestación de los bosques desde satélite 9.) ' — Estadísticas del mundo actualizadas segundo a segundo 10.) ' — Número de tweets y búsquedas en este momento 11.) ' — Comparar los tamaños reales de los países 12.) ' — Mapas de hace siglos 13.) ' — Archivo de 150 mil mapas históricos 14.) ' — Mapa mundial dibujado por voluntarios 15.) ' — Mirar el mundo desde la ventana de alguien al azar 16.) ' — Paseos virtuales por ciudades 17.) ' — Teletransportarse a un punto aleatorio del mundo 18.) ' — Catálogo de los lugares más extraños del mundo 19.) ' — Experiencias interactivas de conocimiento 20.) ' — Viaje a escala desde el átomo hasta el universo 21.) ' — Explorar el sistema solar en 3D 22.) ' — Mapa real del cielo en el navegador 23.) ' — La foto astronómica del día de la NASA 24.) ' — Todo el archivo visual de la NASA gratis 25.) ' — Artículos visuales narrados con datos 26.) ' — El estado del mundo con datos reales 27.) ' — Lo que creemos saber erróneamente sobre el mundo 28.) ' — Visualizar datos complejos 29.) ' — Datos abiertos del Banco Mundial 30.) ' — Base de datos oficial de estadísticas de Turquía 31.) ' — Archivo de millones de libros, películas y software 32.) ' — 70 mil libros gratuitos con derechos de autor expirados 33.) ' — Registro de todos los libros del mundo 34.) ' — Archivo digital de la Biblioteca del Congreso de EE.UU. 35.) ' — Archivo del patrimonio cultural de Europa 36.) ' — Colección de biblioteca digital de América 37.) ' — Recorrer museos desde casa 38.) ' — Descargar obras de arte en alta resolución 39.) ' — Archivo de 250 mil obras de arte 40.) ' — Tesoros visuales olvidados de la historia 41.) ' — Archivo gratuito de cultura y educación 42.) ' — Colección abierta del Museo Metropolitano 43.) ' — Árbol genealógico de los géneros musicales 44.) ' — Seleccionar país y década para escuchar esa era 45.) ' — Convertir ediciones de Wikipedia a audio 46.) ' — Pozo de conocimiento aleatorio 47.) ' — Tiempo, amaneceres y eventos celestes 48.) ' — Flujo actual de noticias científicas 49.) ' — Preimpresiones gratuitas de artículos científicos 50.) ' — Visualizar datos con código en vivo Internet no se limita a esos cinco sitios que el algoritmo pone frente a ti.

🚨 El mundo acaba de ver un eclipse solar de una vez en la vida, lluvias de meteoros densas e intensas… y Saturno apareció nítido para todos los astrónomos aficionados. Todo al mismo tiempo. ¿Solo otra coincidencia? #UltimaHora# #EclipseSolar# #Espacio#