SpaceX, SpaceX & SpaceX

IPO price. $135

Retail. Process. 

• Allocation. Confirmation

Gavin Baker on 4th largest cloud ahead of Oracle. 

• Jensen likes to give GPu’s to people that can use them

Brad Gerstner on how “smart” people lose money. Price target lower by $20. 🤣

Antonio Gracias on SpaceX. $70b stake. Owned by firm. But he’ll hold. 

Great interview here. 

• What is the Kardashev scale
• Why use Chop Sticks. Less weight for legs. 
• Need massive and FAST reusability. Like an Airplane.  Seems obvious. 
  • Heaviest, largest flying object. V3 is 2x Saturn 5. V4 5x thrust of Saturn. 
  • Expect it to be flying hourly. Like a plane. 
• Local production of “heavy mass objects” on moon. 
  • In short need to “mine”. Though he didn’t say that.
• Will launch satellites into orbit from moon. Near zero cost to launch.

Gavin Baker interviewing Bret Johnson CFO of SpaceX

• Lowest cost by kg to space and 10x improvement with Starship. 
• The core of the company is launch capability. 
• Holy grail is rocket reusability. 
• Logical extension.  Dat center in space 
  • No regulatory
  • 5x more efficient energy. 
  • Free cooling. 
  • No land to buy or lease. 
  • Kind of doing it already with StarLink Satellite.
  • Wingspan 100 yards

1 | Regulatory / Land / Siting | Avoids NIMBY issues and land leases. No “data center in my backyard” problems.
2 | Power / Energy | ~5x+ more energy per solar cell in space (no atmosphere/clouds). Cheaper cells possible (no glass needed in vacuum). Continuous power in proper orbit.
3 | Cooling | Radiative cooling in space is simple and passive (extends Starlink tech). Much easier/cheaper than complex liquid cooling and plumbing on Earth.
4 | Cost Trajectory | Space costs trend down over time (silicon + manufacturing scale/Moore’s Law). Terrestrial data center costs trend up (power, cooling, land, regulatory

Here is some perspective on launch capacity and payload of Starship.