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4 days agoSpaceX is an infrastructure company. Deeply dependent on government good will and contracts. It leases it’s data center compute to actual AI companies.


SpaceX is an infrastructure company. Deeply dependent on government good will and contracts. It leases it’s data center compute to actual AI companies.
I agree. But suffice to say if NASA walks away from SpaceX because they fail to deliver, it’ll make an outsized dent to their perceived value.