00:00 - Back at $170, up ~15% in two sessions: the "visible incremental progress" trade
02:20 - Starship Flight 14: first Starlink V3s to orbit, engine-outs, and the call to go orbital
07:36 - Flight 15/16 NET dates vs reality: Raptor V3 engines pulled for cryo testing
09:08 - Terafab: Intel vs TSMC fighting over allocation, advanced facility ahead of schedule
13:32 - AI roundup: Grok 4.7 sucks, Opus 5.5 top dog, Meta's Muse vs Grokbot, Gemini 4, Reflection AI
28:25 - White House AI summit nothingburger, Anthropic's wet lab, Elon/Shivon split
15 Sept 2026
AI "Pause"? + Massive construction progress
00:00 - The AI "pause" / frontier pacing push, and why SpaceX shareholders hate it
06:45 - Construction pace: Starbase, TerraFab, Giga Texas fab, and the Louisiana island site
10:38 - Grok 4.7 still not out, now "Opus 5 tier"; Elon pivots hype to Grok 4.8
13:49 - Meta's Muse clones Grokbot, and why that's bullish for compute demand
16:30 - GPT-6 Astra: OpenAI is out of compute, the Microsoft-via-SpaceX angle
18:25 - CFO Brett Johnson at Goldman Sachs: $1.1B/month compute deal, 2027 guide cut to 5-10 GW
21:06 - Starship Flight 14: "revenue generating" but still slipping to Sept 19/22
1 Sept 2026
Starbase LA, Openai vs Cursor, and more
00:00 - Starbase Louisiana: $100B spaceport, $100M for 125,000 acres; Starship Flight 14 set for September 15
06:16 - Orbital AI data centers pulled forward to Q4 2027; NVIDIA Q2 earnings and TerraFab tenant speculation
09:53 - OpenAI roundup: Jalapeno chip vs NVIDIA, Cursor cut from ChatGPT subscriptions, Astra hacking report
18:51 - Grok 4.6 now on AWS, Google Cloud, and Azure; Starshield AI Pentagon contract
21:30 - Wrap-up and positions
24 Aug 2026
OpenAI and Anthropic Q2 2026 numbers not good enough for SpaceX. Grokbot to the rescue?
We discuss OpenAI and Anthropic's reported Q2 2026 numbers and whether or not their growth rates are sufficient for SpaceX's needs. Can Grokbot spur more growth?
00:00 - Intro: Anthropic and OpenAI Q2 revenue numbers, and why SpaceX bag holders care
03:40 - Fable 5 is the smartest model, but it's stuck at ~10% of Anthropic's revenue mix
05:07 - The math: OAI And Anthropic Revenues
07:26 - The two lanes of AI spend: building the app vs serving the customer (Duolingo example)
12:54 - Grokbot: from harness to wholesale employee replacement, and salary-sized token budgets
17:20 - September releases: GPT-6 Astra, Fable 5.1, and Grok 4.7
21:25 - Starship Flight 14 slips to September 15 — and will they catch the ship?
18 Aug 2026
SpaceX's Todo list for the rest of 2026 to get to 300 by end of 2027
To remain on track to get to 300 by january 2028, SpaceX needs to get these items done in 2026
14 Aug 2026
SpaceX Completes Cursor Merger
00:00 - The Cursor acquisition closes: Cursor's dual role at SpaceX — Grok training and driving usage
04:47 - Grok bot vs. OpenClaw: a managed agent at ~10x cheaper token prices
10:29 - The culture edge: acceleration vs. safety-minded competitors
11:57 - Deal financials: $60B all-stock, ARR doubled to $4B, Q3 AI segment set to turn profitable
15:49 - Terafab construction has started — ahead of the 2029-2030 consensus
11 Aug 2026
SpaceX to 500b compute ARR by Q4 2027?
Analysis on recent compute growth estimates and really the insane ramp available in 2027
00:00 - Highest morale yet: the $100B ARR math (2 GW × $50B/GW)
02:44 - 2027: is Elon's 10 GW target actually plausible?
03:55 - The build-out: locations, turbines, and the labor bottleneck
09:50 - Who pays: frontier labs, 50% margins, and the Microsoft workaround
16:55 - Demand check: OpenRouter tokens 6.4T → 69T in half a year
19:59 - NVIDIA's $500B fund → $6T valuation by 2028
6 Aug 2026
SpaceX Q2 2026 Earnings Reaction
low key best earnings report ive ever seen tbh
00:00 - Intro
00:36 - AI segment: revenue, compute buildout & capex
09:23 - Space segment & Starship
11:04 - Starlink & direct-to-cell
18:30 - Guidance & outlook
20:27 - NVIDIA exclusivity & orbital compute
25:22 - Position recap
30 Jul 2026
SpaceX Earnings Preview Q2 2026
An earnings preview/walkthrough and personal estimate for Q2 2026 SpaceX earnings
0:00 Intro & Q2 2026 expectations ($7.23B vs Street $6.87B)
0:38 Space Launch segment
1:34 Launch mix: customer vs. internal payloads
2:38 Starship R&D costs & segment losses
4:51 Connectivity segment: subscribers & ARPU
7:20 Government, enterprise & mobile revenue drivers
10:20 AI segment: Anthropic compute ramp
11:46 AI operating loss & adjusted EBITDA turning positive
13:41 Questions for management & wrap-up
28 Jul 2026
Bagholder reacts to Starship flight 13, flight 14 announcements
Successful flight 13 + elon announces flight 14 will land the ship and more
25 Jul 2026
The Bagholder Journey Begins
I am the worlds number one spacex bagholder
Current position: 1529 shares, weighted average 209.70
x @daeron0x
reddit @smellyfingernail
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