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SpaceX

SpaceX is a private American aerospace company founded by Elon Musk, building Falcon 9 and Starship rockets and operating the Starlink satellite network.

Known aliases

  • NASDAQ:SPCX
  • NASDAQ: SPCX
  • Space Exploration Technologies
  • Space Exploration Technologies Corp.
  • SpaceX
  • Space X
  • SpaceX Corp.
  • SPCX
  • the firm behind Starlink
  • СпейсЕкс

Relationships

No evidence-backed relationships are recorded.

Current stories

build2 publishers

Reflection AI commits $150 million a month to SpaceX compute before shipping its first open model

Reflection AI is preparing its first open-weight model after signing compute deals worth $150 million a month with SpaceX and over $1 billion with Nebius. Open weights leave the infrastructure and upkeep with the customer, so how the model deploys is the test buyers can run themselves.

Reality

Evidence45
Adoption8
Hype gap+25
Incentives60
Confidence50
invest7 publishers

Musk will rename SpaceX's AI unit by one letter to match Trump's 'super intelligence'

Elon Musk says SpaceX will rename its AI unit from SpaceXAI to SpaceXSI to match Trump's preferred term, 'super intelligence'. The pledge came without a date or any disclosed contract or revenue showing the merged SpaceX-xAI business moving closer to Washington.

Perspective Coverage

7 publishers
Builder
Builder 21%
Operator
Operator 39%
Investor
Investor 40%

Reality

Evidence72
Adoption5
Hype gap+25
Incentives55
Confidence68
science5 publishers

Crew-13's Dragon targets a U.S. record with a 7-hour-50-minute trip to the space station

NASA's Crew-13 launched four crew Thursday on a Dragon due to dock at the space station 7 hours 50 minutes later, a U.S. record by NASA's account. NASA stated the record before the docking took place, so it holds only once the 7 p.m. arrival happens.

Perspective Coverage

7 publishers
Builder
Builder 29%
Operator
Operator 54%
Investor
Investor 17%

Reality

Evidence82
Adoption
Insufficient
Hype gap+15
Incentives45
Confidence80
product8 publishers

Tesla tops Q3 delivery forecasts with two cars making up 98.5% of what it built

Tesla delivered 486,532 vehicles in the third quarter, about 24,500 more than analysts expected, almost all of them Model 3s and Model Ys. With US buyers pulling back, that volume now rests on Europe and China while Tesla's pitch moves to robotaxis and trucks.

Perspective Coverage

8 publishers
Builder
Builder 13%
Operator
Operator 37%
Investor
Investor 50%

Reality

Evidence82
Adoption70
Hype gap+15
Incentives55
Confidence76
invest32 publishers

Anthropic's pre-Thanksgiving IPO would value it at roughly 400 times last year's revenue

Anthropic could start marketing its IPO the week of Nov. 9 at a valuation of $1.8 trillion to $2 trillion, Bloomberg reported. How much money it draws from other AI stocks before Thanksgiving depends on a share count the reports have not disclosed.

Perspective Coverage

32 publishers
Builder
Builder 14%
Operator
Operator 13%
Investor
Investor 73%

Reality

Evidence55
Adoption60
Hype gap+25
Incentives68
Confidence58
invest1 publisher

Bill Gross limits his bond advice to one-year Treasury bills paying 4.55%

Bill Gross told investors to own no bonds except one-year Treasury bills at 4.55%, citing about $84 trillion of credit and federal debt at 100% of GDP. Holding only bills gives up the gain longer bonds would make in a slowdown, and Gross himself expects the debt to bring one.

Publishers:fortune.com

Reality

Evidence45
Adoption
Insufficient
Hype gap
Insufficient
Incentives
Insufficient
Confidence55
invest8 publishers

Anthropic's IPO filing extends political risk to the customers behind more than 99% of its revenue

Anthropic's IPO prospectus warns government attitudes could hurt its commercial customer ties, though agencies supply under 1% of its revenue. That puts nearly all the revenue behind a possible $2 trillion listing within reach of how Washington sees the company.

Perspective Coverage

8 publishers
Builder
Builder 14%
Operator
Operator 35%
Investor
Investor 51%

Reality

Evidence66
Adoption70
Hype gap+10
Incentives55
Confidence70
product2 publishers

Anthropic aims for a pre-Thanksgiving IPO with an operating loss bigger than its revenue

Anthropic aims to start marketing its IPO by the week of Nov. 9, according to Bloomberg, with investors putting its value near $2 trillion. Teams building on Claude will soon be able to read the vendor's losses and spending plans in quarterly public filings.

Publishers:businesstimes.com.sgfinancialpost.comnews.bloomberglaw.comsiliconangle.comstraitstimes.com

Perspective Coverage

5 publishers
Builder
Builder 8%
Operator
Operator 16%
Investor
Investor 76%

Reality

Evidence55
Adoption50
Hype gap+30
Incentives55
Confidence60
product4 publishers

Musk, Luckey and Gingrich have until 28 January 2027 to name the military's next technologies

Defense Secretary Pete Hegseth gave the Project Meridian study 120 days to report on what US forces need to fight future wars. Defense-tech vendors now have a report date to plan around, co-written by two executives whose companies already sell drones and satellites to the government.

Perspective Coverage

4 publishers
Builder
Builder 17%
Operator
Operator 39%
Investor
Investor 44%

Reality

Evidence70
Adoption
Insufficient
Hype gap+20
Incentives78
Confidence68
invest1 publisher

At ARK's $700 million a flight, SpaceX's AI deals already match the revenue of 37 Starship launches

ARK's Brett Winton says each Starship flight could add over $700 million of annual SpaceX revenue, a figure tied to ARK's $2.5 trillion 2030 valuation. At about $2.0 trillion, SPCX already trades at 80% of that target while AI contracts bring in close to $2.2 billion a month, more than launches earn.

Reality

Evidence35
Adoption45
Hype gap+40
Incentives85
Confidence30
product5 publishers

AT&T, Verizon and T-Mobile pool airwaves for satellite phone service before setting a launch date

AT&T, Verizon and T-Mobile formed a company on Oct. 1 to pool some of their airwaves so ordinary phones can reach satellites beyond tower range. Analysts read it as a defense against SpaceX, while a driver who loses signal on a back road this week has the same options as before.

Perspective Coverage

5 publishers
Builder
Builder 25%
Operator
Operator 44%
Investor
Investor 31%

Reality

Evidence50
Adoption5
Hype gap+55
Incentives65
Confidence60
product6 publishers

Google's orbital compute paper implies about 1,800 Starship launches in a decade

Google's orbital compute paper needs Starship to lift 370,000 tons to reach $200-a-kilogram launches, about 180 flights a year for a decade. Its first TPU in orbit will run in 15-minute bursts while Google tests whether a satellite can supply a kilowatt of steady power and keep the chip cool.

Perspective Coverage

6 publishers
Builder
Builder 40%
Operator
Operator 31%
Investor
Investor 29%

Reality

Evidence72
Adoption8
Hype gap+22
Incentives62
Confidence68
invest4 publishers

Anthropic's $15 billion-a-year SpaceX compute deal can end on 90 days' notice from either side

Anthropic pays SpaceX $1.25 billion a month for compute through May 2029 on terms either side can end with 90 days' notice. That notice period covers about $3.75 billion of the roughly $45 billion the contract is worth if it runs to term.

Perspective Coverage

4 publishers
Builder
Builder 14%
Operator
Operator 21%
Investor
Investor 65%

Reality

Evidence60
Adoption70
Hype gap+35
Incentives65
Confidence62

Earlier coverage

  1. Google's Suncatcher satellite carries four AI chips that must cool down after each 15-minute Gemini run

    Science · October 1, 2026 · 1 publisher

  2. SpaceXAI weighs an X subscription ladder topping out at a $100 Grok Ultra plan

    Product · October 1, 2026 · 3 publishers

  3. Google's first orbital TPU test puts one server's worth of chips on a SpaceX rideshare

    Invest · October 1, 2026 · 3 publishers

  4. Satlyt raises $8M to run its AI software on satellites other companies build

    Product · October 1, 2026 · 2 publishers

  5. Hegseth hands the Pentagon's 120-day capability-gap study to the heads of SpaceX and Anduril

    Invest · September 30, 2026 · 6 publishers

  6. Canada Rocket Company's London engine test site would cost a third more than the startup has raised

    Invest · October 1, 2026 · 1 publisher

  7. Venture-backed IPO proceeds roughly doubled in 2026's first half even without SpaceX's $86 billion

    Invest · October 1, 2026 · 1 publisher

  8. NewOrbit's founder puts satellite launch waits at 30 to 36 months, up from about a year

    Science · October 1, 2026 · 1 publisher

  9. Anthropic tells IPO investors its own models could resist shutdown or act like blackmailers

    Security · September 29, 2026 · 2 publishers

  10. SEC's new pre-IPO fraud cases trace investor money away from the deals it was raised for

    Invest · September 30, 2026 · 2 publishers

  11. Bezos supplies a fifth of Blue Origin's reported $10 billion first outside round

    Invest · September 30, 2026 · 1 publisher

  12. SpaceX Crew-13 will fly stem-cell heart and Parkinson's tissue models to the space station

    Science · September 28, 2026 · 2 publishers

  13. Starship reaches orbit on its 14th flight, dropping 26 Starlink satellites after losing an engine at liftoff

    Science · September 28, 2026 · 6 publishers

  14. Trump's AI accord leaves model safety checks to the model makers

    Security · September 30, 2026 · 5 publishers

  15. SpaceX gives a Starship veteran until year-end to bring six compute phases online in Memphis

    Leadership · September 30, 2026 · 1 publisher

  16. Anthropic's IPO would reprice $80 million of crypto perp bets behind $643 million in trading

    Invest · September 30, 2026 · 1 publisher

  17. Robinhood joins Oura's IPO syndicate as the last of 18 underwriters

    Invest · September 30, 2026 · 1 publisher

  18. Starship's first working payload of 26 Starlink V3 satellites reached orbit on a shortened flight

    Product · September 28, 2026 · 12 publishers

  19. NASA plans two more Boeing Starliner flights and an uncrewed test of the capsule's thruster fixes

    Science · September 28, 2026 · 3 publishers

  20. NASA will fly Starliner uncrewed again before putting astronauts aboard in mid-2028

    Leadership · September 29, 2026 · 1 publisher

  21. SpaceX puts ten Falcon 9 launches' worth of Starlink capacity on Starship's first orbital attempt

    Invest · September 28, 2026 · 11 publishers

  22. Anthropic's IPO plan puts 50.1% of key votes in one share its seven cofounders control

    Build · September 28, 2026 · 1 publisher

  23. SpaceX flies Starship to orbit despite an early upper-stage engine shutdown

    Leadership · September 28, 2026 · 3 publishers

  24. Default 401(k) funds keep buying AI giants whatever their profits are made of

    Invest · September 28, 2026 · 1 publisher

  25. GMO expects new share supply to end the AI bubble before AI revenue disappoints

    Invest · September 27, 2026 · 1 publisher

  26. Google's Suncatcher launch puts one server's worth of TPUs through a cooling test in orbit

    Product · September 25, 2026 · 6 publishers

  27. Fed hikes aim at the inflation that keeps US nominal growth above a 5.16% yield

    Invest · September 27, 2026 · 1 publisher

  28. Google's four-TPU MVP satellite tests whether radiation and heat rule out orbital AI compute

    Build · September 27, 2026 · 5 publishers

  29. SpaceX pays $60bn in stock for Cursor, six times the price of staying just partners

    Invest · August 15, 2026 · 2 publishers

  30. Nvidia's $21bn SpaceX stake makes the chip vendor a part-owner of its own customer

    Invest · August 14, 2026 · 4 publishers

  31. Nvidia halves the OpenAI backstop, and the buildout's credit now moves with its share price

    Product · August 15, 2026 · 2 publishers

  32. Cursor's case for being bought is unit economics, and the post-close note promises nothing else

    Product · August 14, 2026 · 4 publishers

  33. Cursor is SpaceX property now, which makes your editor a vendor bet

    Build · August 16, 2026 · 3 publishers

  34. Robinhood matched BNB Chain's 500,000 tokenized-stock holders in about six weeks

    Invest · August 16, 2026 · 2 publishers

  35. Cursor ships a code host; GitHub goes dark for 402 minutes the same day

    Build · August 17, 2026 · 5 publishers

  36. Cursor becomes a code host by default, and GitHub's seven outages in 15 days is the opening

    Product · August 17, 2026 · 4 publishers

  37. Your internal comms are now a balance-sheet asset: Google paid $10M for Spirit's email

    Leadership · August 19, 2026 · 2 publishers

  38. Grok Bot's entry price is $300 a month, and all 50 of your bots share one machine

    Build · August 19, 2026 · 2 publishers

  39. LRO photographs the Falcon 9 crater, and a piece of debris becomes a calibration target

    Science · August 18, 2026 · 5 publishers

  40. Berkshire's $38 billion Alphabet stake is a governance disclosure, not a tech bet

    Leadership · August 18, 2026 · 1 publisher