Pretty smart for SpaceX though. They’re turning an asset they made for a money-pit (Grok) into probably a major source of revenue ahead of their IPO.

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floatrock an hour ago | parent | next [-]

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?

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giwook 41 minutes ago | parent [-]

I don't think it's the conspiracy theory that you're making it out to be.

It is publicly known that the vast majority of deals in the AI space are circular in nature without the need for explicitly encoding any of it in a legal contract or even tacit agreements.

e.g. Nvidia has invested significantly in many AI companies including both Anthropic and OpenAI which rely heavily on Nvidia's hardware and will undoubtedly use some of said investment towards that end.

	▲	floatrock 32 minutes ago \| parent [-]
		Nvidia and Oracle are already public companies, they're just aiming for their next quarterly statements. SpaceX is getting dressed for their debutante ball and is putting on the makeup to make a grand entrance on the auction floor. Is there a difference? I legitimately have no idea. You are right that we can add another entry to the list of interconnected circular dealmakings. All this ain't gonna end well next time the music stops playing.

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BrianGragg 21 minutes ago | parent | prev | next [-]

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

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23rf 2 hours ago | parent | prev [-]

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.

	▲	giwook 40 minutes ago \| parent [-]
		The enemy of my enemy is my friend.