SpaceXAI Claimed as AI's No.3 Player With $4.5-5B Run Rate, Challenging Google
thedealdirector · x · 2026-09-25
- The author argues the race for third place in AI is settling around "SpaceXAI" (SpaceX+xAI+Cursor), ahead of Google AI, though the call is controversial.
- Cursor+xAI's combined run rate sits at $4.5-5B; Google doesn't disclose Gemini inference revenue but it's likely in a similar ballpark.
- Alphabet's earnings: 24% YoY revenue growth, Cloud up 82%, $514B backlog, and nearly 90% of the Fortune 100 using Gemini Enterprise; new Gemini 3.6 Flash and 3.5 Flash-Lite models launched.
- The piece is paywalled and builds its comparison from recent earnings calls.
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