SpaceX's Starship Launch 14 wows, but its AI revenue estimates span a very wide range
TiernanRayTech · x · 2026-10-01
Analysts praised SpaceX's Starship Launch 14, but the real question is the company's AI compute revenue story. Tiernan Ray notes estimates for next year and beyond span a very wide, highly uncertain range, and quips at Merrill Lynch's claim there's no reason to worry about the AI trade unless it implodes.
More from Venture
- Polymarket puts 60% odds on Anthropic IPO in November — Polymarket · 2026-10-01
- Top 1% of companies outspend top 10% on AI by 8x, a16z data shows — a16z · 2026-10-01
- VadooAI Hits $273K in a Month, Postiz $230K — Open-Source Indie Wins — matchaman11 · 2026-10-01
- AMD to Acquire Fei-Fei Li's World Labs for $8.2B in Push Into World Models — r0ck3t23 · 2026-10-01
- TL20 up 68% YTD vs Nasdaq's 15% as AI bubble fears give way to compute-leasing fervor — TiernanRayTech · 2026-10-01
- a16z: AI buildout passes railroads as share of GDP, hyperscaler capex hits $780B and heads to $1T — a16z · 2026-10-01