HyperChange

For 15 years SpaceX has been building it’s Starship rocket.It’s the biggest rocket ever. A literal skyscraper that can fly into space and deploy cargo.Until now, it was just an experiment.But, on Monday morning, September 28th, SpaceX made it real. Not only flying Starship successfully to orbit, but having it successfully deploy cargo as well.It wasn’t just a test, up and down, to see if the rocket would blow up.They put 26 state of the art V3 Starlink satellites on Starship flight 14, and it deployed every single one of them.These new, massive satellites (enabled by Starship) are so big that this single launch moved the needle on Starlink’s entire network capacity.A 3% boost in network capacity from a single launch.On the last earnings call, SpaceX management said that Starlink could eventually handle the majority of internet traffic.WHAT?!That is an insane proposition. Until you break it down. And realize that SpaceX plans to launch Starship flights weekly, as soon as 2027, and will be launching tens of thousands more V3 satellites.Starlink’s network capacity isn’t set to go up 20%, 50%, 100% … no it’s going up 100X. 10,000%.Today, Starlink generates ~$20B in revenue per year. If the network 100Xs, we could be looking at $2T in revenue potential. Sure, maybe prices come down 75% … Ok $500B in revenue potential.That’s just from this new V3 satellite program … What about V4? V5? Starlink is looking more and more like an EASY $500B+ in revenue business by the mid 2030s.But forget Starlink. This Starship test is SO MUCH BIGGER than Starlink.Starink is just one example of the kind of thing that Starship will be launching.It’s the railroad of space. That’s why Flight 14 was such a big deal.SpaceX’s $2T+ valuation rests the success of Starship. Now, that seems like a sure thing.Over the course of the next 12 months, Starship flights will get more and more frequent.They won’t just be launching Starlink satellites (although that will dominate the early flights) … they will also be launching orbital datacenters. This will be SpaceX’s next $1T+ revenue business.As an investor who is concerned about the long-term fundamentals of the business, Starship’s Flight 14, was a massive milestone.Sure, there will be setbacks, and things won’t scale perfectly going forward … but something big has shifted. Starship has deployed commercial cargo.The 0 to 1 moment has happened. Now it’s about going 1 to N.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm not a financial advisor this is not financial advice. I'm long SpaceX stock and may buy or sell shares at anytime.

My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)YouTube Solving the Money Problem:    / @solvingthemoneyproblem   SMR on X: https://x.com/stevenmarkryan1:22 Do you own $SPCX??4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters9:23 Starlink’s Insane Potential15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI25:22 SpaceX Is AI Compute Maxxing On Earth27:49 Agents Will Change How We Build Code29:48 Orbital Compute & Starship46:54 Bidding War for SpaceX Compute51:21 Grok can help SpaceX with AI53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media1:04:57 Terafab not getting enough coverage1:09:14 Asteroid Mining, Raw Materials from the Moon1:10:04 The Tesla + SpaceX Merger My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.

SpaceX is in prime position to disrupt Apple and the entire smartphone industry and launch Starphone. A satellite based device that would remove social media and focus on AI and communication. Think no doomscrolling but just calling, texting, maps (with Robotaxi) and X payments plus grok. It would be the final phone before Neuralink takes off. I think SpaceX should do it and put an end to social media doomscrolling what about you? Then they will own the interface to communicate to AI with? I think Elon's going to launch a phone what about you.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX this is not financial advice.

One of the biggest pieces of news on Tesla's conference call was an update on Optimus. Tesla is building a 1M unit per year factory in Fremont, California that is set to start production in July or August of this year. They are also building a 10M unit production line in Austin that is set to begin production next summer! Things are heating up! They are keeping the prototypes secret because of copy cats, but one thing is forsure Optimus is making crazy progress and will be coming soon. The big reveal when production starts is going to be crazy.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla this is not financial advice.

The USA is almost $39T in debt, and are financial situation seems to be getting worse by the day. One idea I keep coming back to is a Sovereign Wealth Fund. Something that countries like Norway, China, UAE & Singapore have created and utilized as a tremendous $1T+ benefit to citizens. There are a ton of reasons this is super complicated and may never happen. It's political and could easily be ruined by short-term thinking, and we would need capital to fund it (even though we are operating at a deficit). But something about the idea of America being incentivized to own its own success seems like it has massive potential. What are your thoughts? How would you make this happen??My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This show is not financial advice, I'm not a financial advisor.