SpaceX's First Earnings, the Nvidia Starmind AI1 Deal, and Supercomputers On and Off Earth| Episode #14
Mach33 Financial Group
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We research and invest in companies developing expansion technologies shaping the future of humanity, including space, AI, robotics, and advanced infrastructure
- "Starlink V3 plus Starship will hit this income statement like a freight train. And I don't think people will expect it." Which is why the flight tests matter more than the quarter.
- SpaceX's First Earnings Report, AI Compute Market Predictions | Episode #13 x.com/i/broadcasts/1…
- $81,000 per satellite per year to launch the shielding mass, at $1,500/kg. That is 99% of the total cost of shielding. The shield is cheap, the ride up is not.
