SpaceX is starting to look like much more than a rocket company. One of the most interesting pieces of the thesis is compute. SpaceX has shown it can build massive AI infrastructure incredibly quickly—and Grok gets the advantage of being backed by that compute. Combine that with Starlink, launch infrastructure and potentially orbital data centers, and the long-term opportunity gets interesting. I broke down the full $SPCX thesis 👇 https://positivedrifthq.substack.com/p/is-spacex-really-a-space-company?r=8mpqbw
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