Episode notes
Description: SpaceX isn’t going public to build rockets. It’s going public because AI is breaking Earth’s power grid. This episode breaks down why the SpaceX IPO could be the most important infrastructure story of the AI era.
We’ll talk about:
- Why Elon Musk reversed his “SpaceX will never IPO” stance
- How AI power demand quietly became the real bottleneck in the AI race
- Starlink V3 and orbital data centers as the next layer of AI infrastructure
- Why space-based compute could redefine who controls AI at scale
Keywords: SpaceX IPO, Elon Musk, AI infrastructure, Starlink V3, Starship, orbital data centers, NVIDIA H200, data center power, space computing