Musk: SpaceX compute payback now under 12 months, could hit ~6 months next year
caolonghua · x · 2026-10-21
On SpaceX's Q3 earnings call, Elon Musk said the payback period for compute is now under 12 months and "it's not impossible" it drops to about 6 months next year. The claim is a striking counterpoint to AI-compute bubble narratives, implying extremely fast returns on training/inference infrastructure.
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