- SpaceX is in an IPO roadshow — CFO Bret Johnsen shared a 17-minute pitch as shares prepare to debut next week; the S‑1 showed $18.7B revenue but a $4.9B loss in 2025.
- Starlink claims 10.3 million users and 100% year‑over‑year growth, with commercial airlines among its customers — pitched as connectivity where terrestrial networks can't reach.
- SpaceX is spending heavily on AI (most of $21B capex last year), bought xAI, and is promoting orbital AI/data centers (Colossus 2) plus deals with Anthropic and Cursor as part of a vertically integrated strategy.
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