Keep pulling the thread on Sean McGuire.
Sean McGuire predicts that within the next 5 years, orbital compute will dominate net new inference compute.
Sean McGuire believes SpaceX AI is an order of magnitude better at building next-generation AI cloud infrastructure than any other company.
SpaceX's prospectus states that orbital data centers could be operational as early as 2028.
The primary technical challenge for deploying orbital compute satellites is the operational readiness of the Starship launch vehicle.
SpaceX is moving forward with a $60 billion all-stock deal to acquire the AI coding company Cursor.
Anthropic is meeting with US officials to resolve a national security dispute with the Trump administration concerning foreign access to its most advanced AI models.
On its third day of trading, June 16, 2026, SpaceX's stock rose by as much as 17%, briefly surpassing Microsoft in market value.
Following the SpaceX acquisition of Cursor, Thrive Capital's stake is expected to be worth over $10 billion.
Andreessen Horowitz held a stake in Cursor worth approximately $6 billion prior to the SpaceX acquisition.
Less than 5% of SpaceX's total shares were made available in its IPO, resulting in a low float that can contribute to price volatility.
In 2025, SpaceX generated approximately $19 billion in revenue, while Microsoft had $281 billion in sales.
Nvidia sold $25 billion in investment-grade debt, with investor orders exceeding $85 billion.