SpaceX's Biggest Business Isn't Rockets
Video Overview & Insights
Grok 4.5 is here, but the model itself may not be the biggest story. The real story is the AI infrastructure Elon Musk is building behind it.
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Brian is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog.
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Brian this was an absolutely FANTASTIC breakdown! I spend a dozen or two hours a week collecting this information, I canât even imagine the work that goes into a model this detailed. Thank you so much! The Doosan deal was especially interesting to me. Idk where else I could have gotten that research launchpad.
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The modern venture capital playbook is simple: keep OpenAI and SpaceX private while they actually grow, inflate their valuations based on pure AI hype, and then launch an IPO only when the early insiders need retail investors to buy their bags at peak prices. Weâve gone from "investing in companies that make profits" to "investing in companies that convert hype into exit liquidity." At this rate, that guy who wants to IPO his own life for 10 trillion dollars might actually offer better fundamentals than the next tech stock hitting the marketâŚ..managed to grow a Portfolio of around 66k to a decent 780k in the space of a few months.Thanks again Elyse Charlot Barker, for the regular updates,..0:01
00:00 Intro
00:30 Grok 4.5 Breaks Cover
How much fuel will be needed for all these launches?
08:11 Data Center Race On Earth
09:18 Installed Blackwell Chip Lead
Muzzle the dog when on a broadcast
13:07 Colossus III And Rubin Plans
22:56 Megapod Lego Data Centers
Brian - AMAZING INTEL! đđđđ
28:36 Chip Supply And Terrafab Need
33:51 Chip Share Projections And Costs
It'll be interesting to track not only the NG pipeline/LNG, but also the ASU builds...currently SpaceX and Linde are building, but it is not nearly enough to support a launch per hour cadence. It is typically a 2 year build for Linde/Air Products, so curious how quickly SpaceX can build out....the LOX volumes are tremendous volumes and likely more than existing capacity of the US.
36:04 Deployment Ramp And Analyst Slide
40:58 Morgan Stanley Assumptions Critique
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48:18 Starship Reuse And Launch Economics
52:08 Scaling Constraints And New Sites
Thoughts on the attempts/plans by Russia and China to take down Starlink?
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Is all of the information Brian shares public record? Or, is some of it from inside sources?
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TESLA is up today watch it drop 40 points on Monday! :)
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Outstanding episode!
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
The elephant in the room is AGI or Super Intelligence if reached will reduce the compute needed not there will not scaffolding that appear endless will need compute but how the compute is used will change. How this will play out is breathtaking and scary.
Merch:
$TSLA Black Hat: https://tinyurl.com/yc5fe3fz
Pretty slick getting google to invest in itselfđ
$TSLA White Hat: https://tinyurl.com/bdd9v96m
Unfortunately technology has the ability to weaponize stupidity.
More User Perspectives
Musk with a voice change
@christopherpaul477Meta annual profit is 105 billion dollar.
Spacex and tesla both are unprofitable company.
Megapods will be exciting, versatile and a huge new product for TESLA. Great video! Thanks Cernbert and Brian!
@STxFisherman*Man this episode really hit different after watching the whole thing.* That breakdown on Grok 4.5 being built for real engineering tasks across huge codebases and multiple repos was wild, especially how it's already punching with the Opus models while using way fewer tokens.
The part about xAI quietly holding like 40% of the actually installed and running Blackwell chips blew my mind, theyre executing way faster than the big announcements from everyone else. And the megapod Lego data center idea for rapid scaling plus tying it back to Starship economics for cheap launches to support all that infra, yeah the humor in how Elon stacks these companies to feed each other is next level.
The top play here has gotta be leaning hard into owning the physical AI buildout on Earth in which data centers in space I believe will take Center Stage. Cant wait for the next updates, this stuff is moving insane fast. Great chat guys.
Big tech is using Chinese LLMs which are 10x cheaper.
Also China landed their reusable rocket. On a first try.
SpaceX is highly overvalued. Change my mind.
haha love the humor
@zenhookah9296