Hook

Their other posts in the index, biggest breakout first.
if you thought SpaceX was just a rocket company you need to rethink what you thought you need to rethink what you thought you also need to understand what just happened because you might already be paying for their service without even knowing it on June 5th, 2026 last week Google signed a contract to pay SpaceX 920 million Google signed a contract to pay SpaceX 920 million per single month, not for launches, not for satellites, but for the computing power and Anthropic, the company behind Claude, which we covered in the last video is paying 1.25 billion a month for the same thing. In this series I will tell you what SpaceX really is and what computing power means and why everybody is scrambling for it and why SpaceX lost 4.9 billion last year it's the largest IPO ever filed in history and why this matters to you whether you ever buy a share or not. So why is Google paying a rocket company for computing power? Every single time you use Google Search, Claude, or any AI tool, it runs on servers. Think of servers like the kitchen in a restaurant. You only see the dishes, but behind every single search result and every AI response, there's a kitchen processing it. Tens of thousands of them running around the clock. So right now there is a global shortage of chips that run those kitchens, they are called GPUs. Like electricity in the 1920s, cities that could not get electricity could never grow. A serious AI company needs hundreds of thousands of GPUs. The problem is the world doesn't have enough. So SpaceX has built a warehouse full of those generators and the biggest companies in the world are paying for access. Google is paying 920 million per month and Anthropic is 1.25 billion over 2 billion combined every single month to SpaceX. So two days before the Google deal was public, SpaceX had already updated its IPO filing to include it. This IPO is the largest in the history of financial markets. 1.75 trillion valuation. So what is SpaceX? Yes, this is what SpaceX looked like in 2002. 10 people and yes, this guy is Elon Musk. The company is now asking Google to pay 920 million in a month. SpaceX was founded to build reusable rockets. So before SpaceX, every single rocket was on a one-way trip. It's like building a new car for every single Uber drive and you throw it away at the destination. SpaceX figured out a way how to land a rocket back and use it again. Cost per launch dropped from hundreds of millions to tens of millions. No one had done this at a commercial scale. Around 2019 SpaceX launched Starlink. Think of it as a cell tower in space, except it's not using any cables. It's not like one tower. There are thousands of satellites orbiting the earth. Anybody on earth can connect to the internet. No cables, no ground infrastructure. So when SpaceX goes public on NASDAQ, it will be three things all combined. A rocket company, an internet company and an AI company. One company, three businesses. We will break it down what exactly is making money with.