SpaceX

SpaceX began on ToTheMoon as a space story at the end of an episode and gradually became part of the AI conversation: a company that folds launches, Starlink, compute and the xAI models into one stack. The hosts ask why the market has begun pricing whole infrastructure empires rather than individual models (episode 124), and what it means when compute and capital end up under a single owner.

In 2024 the subject was rockets. Plans for 120 launches a year and a new pad drew complaints from Blue Origin and United Launch Alliance, and behind the environmental framing the hosts saw a fight over slots and the risk that competitors would try to stop SpaceX through a conservative Congress; since reusable stages and satellite connectivity deliver real benefit, a slogan cannot settle the dispute (episode 015). The return of a second stage to Earth closed episode 012, and episode 033 mentioned a demo of rocket flights from London to New York in thirty minutes.

From late 2025 SpaceX is treated as an AI-market player: the IPO planned for 2026 (episode 088) and the absorption of xAI, which matters as a change in who controls models and infrastructure (episodes 096 and 097). The Cursor purchase was read as a way to speed up a vast engineering organization (episode 107), and the Colossus capacity given to Anthropic as a deal made while Musk sues OpenAI (episode 109). When the company overtook Microsoft near three trillion, the valuation was read as a bet on more than rockets (episode 124); in episode 126 one host put it plainly: “I didn't buy SpaceX, I'll buy whoever SpaceX gives money to.”