Limitless Podcast This Week In AI: Why SpaceX's $1.5 Trillion IPO is Undervalued
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Dec 12, 2025 SpaceX's upcoming $1.5 trillion IPO is seen as undervalued due to its plan to transform Starlink satellites into AI data centers in orbit. The hosts dive into the U.S.-China rivalry in the GPU market and discuss new advancements like Google's Project Aura eyewear. They highlight a breakthrough by Noose Research in AI modeling and the implications of these technologies on future communications in space. The conversation explores how rapid deployment could define AI leadership in the coming years.
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SpaceX IPO Aimed At Orbital AI Data Centers
- SpaceX's proposed $1.5T IPO is driven by a plan to build AI data centers in orbit using Starlink satellites.
- Deploying orbital GPUs quickly could decide the winner of the AI race and reshape civilization.
IPO Shifted By Orbital Compute Economics
- Elon shifted from 'no IPO' because orbital compute changes the economics and speed of deployment.
- Raising $30B via IPO buys the capital to rapidly scale satellite compute and energy capacity.
Prioritize Rapid Deployment Of Compute
- If you want to win the AI race, prioritize deploying compute and energy faster than rivals.
- Focus investment on scalable launch capacity and satellite networks to monopolize orbital compute tolls.