We all remember 2 weeks ago when SpaceX bought $10B of Cursor services. https://news.ycombinator.com/item?id=47855293

Since Cursor often relies on Claude models, some of those services will flow back to their own datacenter compute. Especially if there's, lets call it, "customer demand loadbalancing optimization agreements" that makes those Cursor services prioritize Claude models using the app keys that get load-balanced onto the SpaceX datacenter.

Did SpaceX just spend $10B to rent out its own datacenter, juicing their recurring revenue metrics with their own AI services investment?

I see it more of lets make money off the hardware we are not using anymore.

From Elon on X: ... After that, I was ok leasing Colossus 1 to Anthropic, as SpaceXAI had already moved training to Colossus 2.

https://x.com/elonmusk/status/2052069691372478511

Its not even that. Its better to be involved in the game with a leader/help out a competitor who is competing against someone you don't like and don't want them to win, than to sit it out.

Yep - and in the meantime it's an asset of SpaceX to boost their IPO price, as long as this is done before people realize that xAI is apparently becoming a datacenter company not an AI one.

Then you've got SpaceX buying 1200 cybertrucks from Tesla, so it's serving as failure laundering vehicle for all his endeavors.

Not a merger, right, unless I missed something (admittedly skimming).

Yeah it's corporate subprime. Bundle a load of overpriced "assets" with made up valuations into something that's actually valuable, then shove it on the public markets so everyone has to buy it in their index trackers.

>we'll even buy compute from China if we can sell Anthropic models there.

Considering that Anthropic mass-bans Chinese users accounts based on using VPN (used to circumvent the Chinese firewall) and then demands an ID or a residence permit of a country where Claude officially works to ensure that the user doesn't live in China, seems unlikely.

Don't forget the whole, "maybe this will make it easier for xAi to distill anthropic models and we can make another attempt at mechahitler"

Thank you for the "real speak" section. Accurate and hilarious.

> funded by Middle East non-democratic governments

What's the problem here exactly? Are you insinuating any non-democratic government is bad and evil and only democratic governments are the correct and right way to govern? sort of like: "there is only one true prophet, and it's the one I follow, and all the others are false!"