The New Product SpaceX Is Betting Its Entire Company on

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In June 2026 SpaceX raised ~$85B in the biggest IPO ever — then bet the company on AI 1, a first-generation compute satellite wider than a 747 that hasn’t flown yet. One AI 1 carries ~150 kW peak / 120 kW average compute — roughly one Nvidia GB300 rack (72 GPUs, ~140 kW) — powered by SpaceX-made solar at ~250 W/m² and cooled by up to 110 m² of liquid radiators. Earth data centers already fight 100–300 MW buildings and a grid that’s short; Wall Street gives this a ~7% chance. I walk through the spec sheet from the Bastrop reveal, why Starlink V3 makes the bus possible, and whether the math actually works.

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I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions.

Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.

I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.

I have been a shareholder of Lemonade since 2025 and currently own Lemonade stock. Nothing I say constitutes as investment or financial advice.

I currently own SpaceX stock. Nothing I say constitutes as investment or financial advice.

I currently own NVIDIA stock. Nothing I say constitutes as investment or financial advice.

My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel.

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