{"id":2079066,"date":"2026-08-05T16:35:56","date_gmt":"2026-08-05T13:35:56","guid":{"rendered":"https:\/\/analyse.optim.biz\/?p=2079066"},"modified":"2026-08-05T16:35:56","modified_gmt":"2026-08-05T13:35:56","slug":"spacex-is-barely-space-and-mostly-x","status":"publish","type":"post","link":"https:\/\/analyse.optim.biz\/?p=2079066","title":{"rendered":"SpaceX is barely Space and mostly X"},"content":{"rendered":"<p><main id=\"content\"><\/p>\n<div class>\n<article>\n<div class=\"duet--article--lede duet--page-layout--feature-article _1se63890\">\n<div class=\"duet--ledes--feature-lede yrbje60\">\n<div class=\"yrbje61\">\n<div class=\"yrbje66\">\n<div class=\"_1xtd7xb6 _1xtd7xb4\"><\/div>\n<\/div>\n<div class=\"_1044qiz7\">\n<div class=\"yrbje62 _1044qiz3\">\n<div class=\"yrbje63 _1044qizp\">\n<div class=\"_5s9d1e0 _5s9d1e1\">\n<div class=\"_5s9d1e3\"><span class=\"_29pwo217\"><\/p>\n<ul class=\"_1phh1th0\">\n<li>\n<div 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-->Science<\/a><\/p>\n<\/div>\n<\/aside>\n<\/div>\n<\/li>\n<li>\n<div id=\"follow-category-breadcrumb_mobile-dmcyOmNhdGVnb3J5OjEwMg==\"><button aria-expanded=\"false\" aria-haspopup=\"true\"><span class=\"gnx4pm0 _1uf8q816 _19wv7tc5 _1618ekm0\"><span class=\"_1ajq89ki _1ajq89k1 _1ajq89k0\"><\/span><span class=\"_1618ekm9\">AI<\/span><\/span><\/button><\/p>\n<aside id=\"popover-dmcyOmNhdGVnb3J5OjEwMg==-breadcrumb\" style=\"position:absolute;left:0;top:0\" class=\"_1wu3rm0 _1se63890\" aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1wu3rm5\">AI<\/div>\n<p class=\"fv263x1\">Posts from this topic will be added to your daily email digest and your homepage feed.<\/p>\n<p><button class=\"duet--cta--button _11kb06m1 _11kb06m0 fv263x2 _11kb06mg\"><span><title>Follow<\/title><\/span><span>Follow<\/span><\/button><\/p>\n<p class=\"fv263x4\"><a class=\"fv263x5\" 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class=\"fv263x5\" href=\"https:\/\/www.theverge.com\/tech\">See All <!-- -->Tech<\/a><\/p>\n<\/div>\n<\/aside>\n<\/div>\n<\/li>\n<\/ul>\n<p><\/span><\/div>\n<div class>\n<h1 class=\"cbn62f2 cbn62f0 cbn62f8 _19wv7tcc _19wv7tc9\">SpaceX is barely Space and mostly X<\/h1>\n<p class=\"duet--article--dangerously-set-cms-markup cbn62fi cbn62fg _19wv7tcc _19wv7tc1\">Elon Musk\u2019s exploding rockets are a front for the real moneymakers.<\/p>\n<\/div>\n<\/div>\n<div class=\"_29pwo22 _29pwo20\">\n<div class=\"_29pwo29\">\n<div class=\"duet--article--article-byline _19wv7tcc _1p3b6390\"><span class><span>by<\/span> <!-- --> <span aria-expanded=\"false\" role=\"button\"><span id=\"follow-author-author_byline_lead_mobile-dmcyOmF1dGhvclByb2ZpbGU6ODA0\" class=\"t0jcdf0 gnx4pm0 _1p3b6392 _1p3b6395 t0jcdf1\"><span class=\"t0jcdf2\"><span class=\"_1ajq89ki _1ajq89k1 _1ajq89k0\"><\/span><\/span><span>Elizabeth Lopatto<\/span><\/span><\/span><\/p>\n<aside id=\"popover-dmcyOmF1dGhvclByb2ZpbGU6ODA0-author_byline_lead\" style=\"position:absolute;left:0;top:0\" class=\"_1wu3rm0 _1se63890\" aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1bw37384\"><img decoding=\"async\" alt=\"Elizabeth Lopatto\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1bw37385 i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/chorus\/author_profile_images\/195809\/ELIZABETH_LOPATTO.0.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1wu3rm5 _1bw37380\">Elizabeth Lopatto<\/div>\n<div class=\"_1bw37381\">\n<div class=\"_1bw37382\">Senior Reporter<\/div>\n<\/div>\n<p class=\"fv263x1\">Posts from this author will be added to your daily email digest and your homepage feed.<\/p>\n<p><button class=\"duet--cta--button _11kb06m1 _11kb06m0 fv263x2 _11kb06mg\"><span><title>Follow<\/title><\/span><span>Follow<\/span><\/button><\/p>\n<p class=\"fv263x4\"><a class=\"fv263x5\" href=\"https:\/\/www.theverge.com\/authors\/elizabeth-lopatto\">See All by <!-- -->Elizabeth Lopatto<\/a><\/p>\n<\/div>\n<\/aside>\n<p><\/span><\/div>\n<p><span class=\"duet--article--timestamp g4xafw6 g4xafw1 g4xafw0 _19wv7tc5 _19wv7tcc\"><time datetime=\"2026-08-05T16:35:56+00:00\">Aug 5, 2026, 4:35 PM UTC<\/time><\/span><\/div>\n<div class=\"_29pwo2m _29pwo2w\">\n<div class=\"_29pwo2x\"><span class=\"_29pwo217\"><\/p>\n<ul class=\"duet--article--share-buttons _1e9wo7z0\">\n<li>\n<div class=\"_1e9wo7zo\"><button aria-label=\"Copy link\" class=\"_1e9wo7z4 _1e9wo7z1\"><title>Link<\/title><\/button><\/div>\n<\/li>\n<li><button aria-expanded=\"false\" aria-haspopup=\"true\" aria-label=\"Share article\" class=\"_1e9wo7z4 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aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1wu3rm5\">Tech<\/div>\n<p class=\"fv263x1\">Posts from this topic will be added to your daily email digest and your homepage feed.<\/p>\n<p><button class=\"duet--cta--button _11kb06m1 _11kb06m0 fv263x2 _11kb06mg\"><span><title>Follow<\/title><\/span><span>Follow<\/span><\/button><\/p>\n<p class=\"fv263x4\"><a class=\"fv263x5\" href=\"https:\/\/www.theverge.com\/tech\">See All <!-- -->Tech<\/a><\/p>\n<\/div>\n<\/aside>\n<\/div>\n<\/li>\n<\/ul>\n<p><\/span><\/div>\n<div class>\n<h1 class=\"cbn62f2 cbn62f0 cbn62f8 _19wv7tcc _19wv7tc9\">SpaceX is barely Space and mostly X<\/h1>\n<p class=\"duet--article--dangerously-set-cms-markup cbn62fi cbn62fg _19wv7tcc _19wv7tc1\">Elon Musk\u2019s exploding rockets are a front for the real moneymakers.<\/p>\n<\/div>\n<\/div>\n<div class=\"_29pwo22 _29pwo20\">\n<div class=\"_29pwo29\">\n<div class=\"duet--article--article-byline _19wv7tcc _1p3b6390\"><span class><span>by<\/span> <!-- --> <span aria-expanded=\"false\" role=\"button\"><span id=\"follow-author-author_byline_lead_desktop-dmcyOmF1dGhvclByb2ZpbGU6ODA0\" class=\"t0jcdf0 gnx4pm0 _1p3b6392 _1p3b6395 t0jcdf1\"><span class=\"t0jcdf2\"><span class=\"_1ajq89ki _1ajq89k1 _1ajq89k0\"><\/span><\/span><span>Elizabeth Lopatto<\/span><\/span><\/span><\/p>\n<aside id=\"popover-dmcyOmF1dGhvclByb2ZpbGU6ODA0-author_byline_lead\" style=\"position:absolute;left:0;top:0\" class=\"_1wu3rm0 _1se63890\" aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1bw37384\"><img decoding=\"async\" alt=\"Elizabeth Lopatto\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1bw37385 i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/chorus\/author_profile_images\/195809\/ELIZABETH_LOPATTO.0.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1wu3rm5 _1bw37380\">Elizabeth Lopatto<\/div>\n<div class=\"_1bw37381\">\n<div class=\"_1bw37382\">Senior Reporter<\/div>\n<\/div>\n<p class=\"fv263x1\">Posts from this author will be added to your daily email digest and your homepage feed.<\/p>\n<p><button class=\"duet--cta--button _11kb06m1 _11kb06m0 fv263x2 _11kb06mg\"><span><title>Follow<\/title><\/span><span>Follow<\/span><\/button><\/p>\n<p class=\"fv263x4\"><a class=\"fv263x5\" href=\"https:\/\/www.theverge.com\/authors\/elizabeth-lopatto\">See All by <!-- -->Elizabeth Lopatto<\/a><\/p>\n<\/div>\n<\/aside>\n<p><\/span><\/div>\n<p><span class=\"duet--article--timestamp g4xafw6 g4xafw1 g4xafw0 _19wv7tc5 _19wv7tcc\"><time datetime=\"2026-08-05T16:35:56+00:00\">Aug 5, 2026, 4:35 PM UTC<\/time><\/span><\/div>\n<div 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data-concert=\"article_sponsorship_headline_above_desktop\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--layout--entry-body-container j2p4kx0 _1044qiz3 _1044qiz17\">\n<div class=\"j2p4kx1\">\n<div class=\"duet--layout--entry-body mebm7x0\">\n<div class=\"duet--ledes--standard-lede-bottom\">\n<div class=\"h9mca15\">\n<div class=\"waimqt2 waimqt0\">\n<div class=\"_15bq8c60\"><a class=\"_15bq8c61\" href=\"https:\/\/www.theverge.com\/business\/948996\/spacex-ipo-elon-musk\"><\/p>\n<div class=\"_15bq8c62\">Part Of<\/div>\n<div>\n<div class=\"_15bq8c63 _1d77m8a0\">SpaceX\u2019s massive IPO: all the latest news<\/div>\n<\/div>\n<div class=\"_15bq8c64\">see all updates <\/div>\n<p><\/a><\/div>\n<div class=\"_4aoxp30 waimqt6\">\n<div class=\"_4aoxp33\"><a class=\"_4aoxp36\" href=\"https:\/\/www.theverge.com\/authors\/elizabeth-lopatto\"><img decoding=\"async\" alt=\"Elizabeth Lopatto\" data-chromatic=\"ignore\" loading=\"lazy\" width=\"36\" height=\"36\" data-nimg=\"1\" class=\"_4aoxp34\" style=\"color:transparent\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/chorus\/author_profile_images\/195809\/ELIZABETH_LOPATTO.0.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=96\"><\/a><\/div>\n<div class=\"_4aoxp35\"><span aria-expanded=\"false\" role=\"button\"><span id=\"follow-author-standard_article_details-dmcyOmF1dGhvclByb2ZpbGU6ODA0\" class=\"t0jcdf0 gnx4pm0 _1p3b6392 _1p3b6393 t0jcdf1\"><span class=\"t0jcdf2\"><span class=\"_1ajq89k1 _1ajq89k0\"><\/span><\/span><span>Elizabeth Lopatto<\/span><\/span><\/span><\/p>\n<aside id=\"popover-dmcyOmF1dGhvclByb2ZpbGU6ODA0-standard_article_details\" style=\"position:absolute;left:0;top:0\" class=\"_1wu3rm0 _1se63890\" aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1bw37384\"><img decoding=\"async\" alt=\"Elizabeth Lopatto\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1bw37385 i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/chorus\/author_profile_images\/195809\/ELIZABETH_LOPATTO.0.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1wu3rm5 _1bw37380\">Elizabeth Lopatto<\/div>\n<div class=\"_1bw37381\"><\/div>\n<p class=\"fv263x1\">Posts from this author will be added to your daily email digest and your homepage feed.<\/p>\n<p><button class=\"duet--cta--button _11kb06m1 _11kb06m0 fv263x2 _11kb06mg\"><span><title>Follow<\/title><\/span><span>Follow<\/span><\/button><\/p>\n<p class=\"fv263x4\"><a class=\"fv263x5\" href=\"https:\/\/www.theverge.com\/authors\/elizabeth-lopatto\">See All by <!-- -->Elizabeth Lopatto<\/a><\/p>\n<\/div>\n<\/aside>\n<p> <span class=\"duet--article--dangerously-set-cms-markup _4aoxp37\">is a reporter who writes about tech, money, and human behavior. She joined The Verge in 2014 as science editor. Previously, she was a reporter at Bloomberg.<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div id=\"zephr-anchor\" class=\"_1044qiz13\">\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Once, <a href=\"https:\/\/www.theverge.com\/tech\/887899\/spacex-ipo-risks-ai\">I had some questions<\/a> about why SpaceX, Elon Musk\u2019s healthiest company, <a href=\"https:\/\/www.theverge.com\/tech\/872619\/elon-musk-merges-spacex-with-xai-and-x\">acquired xAI<\/a>, his sickliest one. Now I have some questions about why we\u2019re calling the whole thing SpaceX.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Look, what we have here, by revenue, is primarily a telecom company and a company that rents compute, according to SpaceX\u2019s <a href=\"https:\/\/www.theverge.com\/science\/975335\/spacex-made-more-money-as-a-neocloud\">first quarterly earnings statement as a public company<\/a>. The space sector of the business didn\u2019t break a billion dollars this quarter and contributed only a touch over 10 percent of the company\u2019s revenue. SpaceX remains its own biggest customer. There just aren\u2019t enough other people who want its rockets. And, I dunno, maybe if the rockets were a primary focus of the company, SpaceX wouldn\u2019t be in danger of <a href=\"https:\/\/www.theguardian.com\/science\/2026\/aug\/05\/spacex-rocket-moon-crash-impact-falcon-9\">blasting a new crater into the Moon<\/a> with its space trash.<\/p>\n<\/div>\n<div class=\"duet--article--block-placement _1xorkac2 _1xorkac0 duet--article--article-body-component\">\n<div class=\"duet--article--article-pullquote c39lj10\">\n<div class=\"c39lj11\"><\/div>\n<p class=\"duet--article--dangerously-set-cms-markup c39lj12 _19wv7tc9\">The lion\u2019s share of the spending (and the hype) is nonetheless around what is graciously being referred to as \u201cAI\u201d<\/p>\n<\/div>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">The telecom part \u2014 SpaceX calls it \u201cconnectivity\u201d \u2014 is Starlink, the satellite internet service, which had $4.2 billion in revenue, and was the only part of SpaceX that did not have a loss from operations. And while Gwynne Shotwell, on the call, outlined plans for a phone service meant to compete with AT&amp;T, Verizon, and T-Mobile, the lion\u2019s share of the spending (and the hype) is nonetheless around what is graciously being referred to as \u201cAI\u201d to capture whatever contributions Grok may be making. Analyst Alexander Potter expects spending on the neocloud business, which leases data center capacity to AI companies, to climb to $65 billion next year, $17 billion more than he\u2019d previously estimated, <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-08-04\/spacex-exceeds-revenue-estimates-in-first-earnings-since-ipo\"><em>Bloomberg<\/em> notes<\/a>.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">It was hard to miss how important leasing data center space was to SpaceX. Not only did it make more money than SpaceX\u2019s rockets, it also drove more spending \u2014 $15.8 billion on AI alone in the second quarter. (By comparison, spending on the space and connectivity sectors was a touch over a billion each.) That business makes it a competitor with neocloud companies such as <a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/822011\/coreweave-debt-data-center-ai\">CoreWeave<\/a> and Nebius.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Except that wasn\u2019t originally the plan.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Musk built SpaceX\u2019s Colossus 1 data center in Memphis for Grok, his also-ran AI that also occasionally refers to itself as MechaHitler and has a penchant for undressing women and children without their consent. <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-06-12\/spacex-rented-out-computing-after-own-teams-had-trouble-using-it\">But xAI had trouble running the complex<\/a>, and decided to rent it out instead. In addition to encountering latency that made it hard to train in-house models, the center employed a mix of newer and older chips that created bottlenecks. On the earnings call, Musk said that only 10 percent of the compute <a href=\"https:\/\/www.businessinsider.com\/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&amp;utm_medium=referral&amp;utm_content=topbar#musk-estimates-10-of-space-xs-compute-will-feed-grok\">SpaceX builds will go to Grok<\/a>.<\/p>\n<\/div>\n<div class=\"duet--article--block-placement _1xorkac2 _1xorkac0 duet--article--article-body-component\">\n<div class=\"duet--article--article-pullquote c39lj10\">\n<div class=\"c39lj11\"><\/div>\n<p class=\"duet--article--dangerously-set-cms-markup c39lj12 _19wv7tc9\">Revenue isn\u2019t profit, and building data centers is expensive<\/p>\n<\/div>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">SpaceX now has deals with Google, Anthropic, Reflection AI, and Cursor, an AI company Musk eventually chose to acquire. On the second quarter earnings call, SpaceX chief financial officer Bret Johnsen said those deals put the company \u201con a trajectory, including contribution from Cursor, to reach $100 billion of ARR, or annualized revenue run rate,\u201d a financial measurement used to estimate how much money a company will receive in a year, based on an estimate from a shorter period of time. <a href=\"https:\/\/techcrunch.com\/2026\/08\/04\/elon-musk-repeatedly-one-upped-his-execs-on-spacexs-first-earnings-call\/\">Musk was even more bullish<\/a>, saying that \u201cthe $100 billion ARR in December is not a question mark,\u201d and that the actual ARR might be higher.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">That\u2019s very nice. But revenue isn\u2019t profit, and building data centers is expensive.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">There are some problems with being in the <a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/848988\/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud\">bare-metal business of renting out compute<\/a> \u2014 specifically, inevitable obsolescence, the vagaries of construction, and the fact that compute is basically a commodity, which means that companies compete on cost. The more data centers that get built, the more compute is available. With more compute available, companies can\u2019t charge as much for their chips.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Musk has claimed that he took SpaceX public because he wanted to build data centers in space. Now, I might think that if I had trouble running a data center on the ground, I\u2019d get better at it before I tried to do <a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/845453\/space-data-centers-astronomers\">something an order of magnitude harder<\/a> \u2014 something that had never been done before, even. But that is not how Musk thinks, I suppose.<\/p>\n<\/div>\n<div class=\"duet--article--block-placement _1xorkac2 _1xorkac0 duet--article--article-body-component\">\n<div class=\"duet--article--article-pullquote c39lj10\">\n<div class=\"c39lj11\"><\/div>\n<p class=\"duet--article--dangerously-set-cms-markup c39lj12 _19wv7tc9\">This all sounds expensive, doesn\u2019t it?<\/p>\n<\/div>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">SpaceX has even proposed <a href=\"https:\/\/fccprod.servicenowservices.com\/icfs?id=ibfs_application_summary&amp;number=SAT-LOA-20260108-00016\">an orbital data center<\/a> consisting of as many as 1 million satellites to the Federal Communications Commission. The application is <a href=\"https:\/\/spacenews.com\/spacex-files-plans-for-million-satellite-orbital-data-center-constellation\/\">light on technical details<\/a> \u2014 we have no idea about satellite size or deployment schedule, for instance \u2014 which makes me think that it\u2019s more for PR than anything else. Musk has also released a few details about the satellites \u2014 or, at least, some <a href=\"https:\/\/spacenews.com\/spacex-offers-details-on-orbital-data-center-satellites\/\">drawings of them<\/a>. In this vision, a Musk-owned chip producer called Terafab will produce one terawatt of chips every year. A billion Optimus robots will do the work, at least once Musk figures out hands.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">This all sounds expensive, doesn\u2019t it? The end goal, Musk claims, is to build a <a href=\"https:\/\/www.businessinsider.com\/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&amp;utm_medium=referral&amp;utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts\">mass accelerator on the Moon<\/a>.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">I don\u2019t put much stock in this kind of thing, any more than I put much stock in Musk\u2019s claims that Starlink will deliver \u201ca majority of the world\u2019s internet,\u201d as he said on the earnings call. It\u2019s all part and parcel of Musk\u2019s <a href=\"https:\/\/aeon.co\/essays\/silicon-valley-has-a-science-fiction-problem\">general habit<\/a> of <a href=\"https:\/\/www.businessinsider.com\/spacex-first-earnings-report-spcx-stock-lockup-period-expiration-2026-8?utm_source=copy-link&amp;utm_medium=referral&amp;utm_content=topbar#musk-knows-manufacturing-on-the-moon-sounds-super-sci-fi-and-totally-nuts\">talking about a sci-fi future<\/a> as imagined by a bunch of mid-20th-century writers. Sure, there are a bunch of scientists <a href=\"https:\/\/www.nbcnews.com\/science\/space\/spacex-data-centers-space-ai-scientist-backlash-environment-rcna588930\">suggesting Musk\u2019s proposed space data centers are a bad idea<\/a>. You can even argue about the <a href=\"https:\/\/www.verysane.ai\/p\/should-we-put-gpus-in-space\">feasibility of space data centers if you want<\/a>. Remind me, <a href=\"https:\/\/www.fresnobee.com\/opinion\/editorials\/article264451076.html\">did the Hyperloop ever get built<\/a>? Say it with me now: <em>It\u2019s all vaporware till it ships, babe.<\/em><\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">If we take away the pseudoscientific big talk, we are left with a company that launches rockets mostly for itself, has a fairly successful satellite internet business, and is basically <a href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/848988\/nvidia-chip-loans-coreweave-gpu-debt-ai-neocloud\">running the risky and capital-intensive bare-metal business<\/a> we\u2019ve seen from a bunch of the neoclouds, as a result of its failures of its in-house AI. That\u2019s not quite as dreamy as <a href=\"https:\/\/www.theguardian.com\/technology\/2016\/sep\/27\/elon-musk-spacex-mars-colony\">getting to Mars in six years<\/a>, is it?<\/p>\n<\/div>\n<div class=\"duet--article--block-placement _1xorkac2 _1xorkac0 duet--article--article-body-component\">\n<div class=\"duet--article--article-pullquote c39lj10\">\n<div class=\"c39lj11\"><\/div>\n<p class=\"duet--article--dangerously-set-cms-markup c39lj12 _19wv7tc9\">SpaceX\u2019s insider lockups start expiring on August 6th, which is tomorrow<\/p>\n<\/div>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">What it does do, however, is provide Tesla with an important customer, one that buys <a href=\"https:\/\/techcrunch.com\/2026\/08\/04\/spacex-has-bought-329m-worth-of-tesla-megapacks-so-far-this-year\/\">$295 million in Tesla Megapack battery storage<\/a>. SpaceX has also been buying a bunch of Cybertrucks, <a href=\"https:\/\/www.bloomberg.com\/news\/features\/2026-07-22\/tesla-cybertruck-risks-becoming-the-ford-edsel-of-the-ev-era\">Musk\u2019s historic flop<\/a> of an automobile. As of this writing, Tesla stock is down 25 percent since January of this year.<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">Musk can maybe charge a premium on his compute because of <a href=\"https:\/\/www.theverge.com\/elon-musk\/676800\/elon-musk-doge-leaving-politics-trump\">his political connections<\/a> \u2014 I don\u2019t think he\u2019s planning on <a href=\"https:\/\/www.nytimes.com\/2026\/07\/30\/us\/politics\/elon-musk-midterms-republicans.html\">splashing out $100 million on the midterms for <em>nothing<\/em><\/a>. Maybe those political connections will make it easier for Musk to build terrestrial data centers \u2014 though those seem to be <a href=\"https:\/\/www.theverge.com\/policy\/969667\/humans-first-data-center-protest-hernando-county-florida-republicans\">wildly unpopular<\/a> across the entire political spectrum. Who knows, maybe the game plan is just, <em>That\u2019s a nice AI business you have there. Would be a real shame if something happened to it. Perhaps you should buy my compute, so nothing happens.<\/em><\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _19wv7tc1\">But maybe I\u2019m just thinking too long-term. After all, SpaceX\u2019s insider lockups start expiring on August 6th, which is tomorrow. If those insiders sell \u2014 <a href=\"https:\/\/www.cnbc.com\/2026\/08\/03\/spacex-short-interest-overtakes-tesla-ahead-of-earnings-lockup-expiration.html\">as short-sellers expect them to<\/a> \u2014 the already slumping stock will be even worse off. So reminding everyone of the mass accelerator on the Moon is maybe meant to rally the troops. Good thing Nasdaq changed its rules for SpaceX, so those losses will hit <a href=\"https:\/\/www.theverge.com\/business\/968257\/spacex-in-your-index-fund-explained\">everyone with an index fund<\/a>!<\/p>\n<\/div>\n<div class=\"duet--article--article-body-component\">\n<p class=\"duet--article--dangerously-set-cms-markup duet--article--standard-paragraph _1044qizi _18mzr4b1 _18mzr4b0 _18mzr4ba _19wv7tc1\">Actually, I have <a href=\"https:\/\/en.wikipedia.org\/wiki\/Slapstick_%28novel%29\">a science fiction thought about that<\/a>. Hey Elon! Why don\u2019t you take a flying fuck at a rolling donut? Why don\u2019t you take a flying fuck at the <em>Mooooooon<\/em>?<\/p>\n<\/div>\n<div class=\"tly2fw0\"><span class=\"tly2fw2\"><strong>Follow topics and authors<\/strong> from this story to see more like this in your personalized homepage feed and to receive email updates.<\/span><\/p>\n<ul class=\"tly2fw3\">\n<li id=\"follow-author-article_footer-dmcyOmF1dGhvclByb2ZpbGU6ODA0\"><span aria-expanded=\"false\" role=\"button\"><span class=\"gnx4pm0 _1uf8q814 _19wv7tc5 _1618ekm0\"><span class=\"_1ajq89kf _1ajq89k1 _1ajq89k0\"><\/span><span class=\"_1618ekm9\">Elizabeth Lopatto<\/span><\/span><\/span><br \/>\n<aside id=\"popover-dmcyOmF1dGhvclByb2ZpbGU6ODA0-article_footer\" style=\"position:absolute;left:0;top:0\" class=\"_1wu3rm0 _1se63890\" aria-hidden=\"true\">\n<div class=\"_1wu3rm1\"><button class=\"_1wu3rm3\"><title>Close<\/title><\/button><\/p>\n<div class=\"_1bw37384\"><img decoding=\"async\" alt=\"Elizabeth Lopatto\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" 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_7uluu54\" href=\"https:\/\/www.theverge.com\/science\/975335\/spacex-made-more-money-as-a-neocloud\">SpaceX made more revenue as an AI company than a space company<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Elizabeth Lopatto<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-08-04T20:47:55+00:00\">Aug 4<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd2 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/science\/966960\/spacex-continues-dropping-below-ipo-price\">SpaceX continues dropping below IPO price.<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Thomas Ricker<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-07-17T10:01:31+00:00\">Jul 17<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd2 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/science\/966867\/starship-flight-test-13-abort\">SpaceX\u2019s Starship Flight 13 launch attempt fizzled out.<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Richard Lawler<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-07-16T23:14:12+00:00\">Jul 16<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--layout--rail noh1q10 noh1q11\">\n<div class=\"noh1q12 noh1q14 noh1q18\">\n<div class=\"o1ls91w o1ls90 o1ls92i\">\n<div class=\"o1ls90 o1ls91x\" data-concert=\"medium_rectangle_variable\"><\/div>\n<\/div>\n<\/div>\n<div class=\"noh1q12 noh1q15 noh1q18\">\n<div class=\"duet--layout--header-pattern _1044qizg noh1q17\">\n<div class=\"_75r1tr3\">\n<div class=\"duet--layout--page-header bpecqn0\">\n<div class=\"bpecqni bpecqnf\">\n<h2 class=\"duet--article--dangerously-set-cms-markup bpecqnn bpecqnm _19wv7tc2\">Most Popular<\/h2>\n<\/div>\n<div class=\"sticky-nav-trigger\"><\/div>\n<\/div>\n<\/div>\n<div class=\"_75r1tr4\">\n<div class=\"_1qu42rq0\">\n<div class=\"_1qu42rqd _126cdc20\">Most Popular<\/div>\n<ol class=\"_1qu42rq1\">\n<li class=\"_1qu42rq4 _1qu42rq3\"><a href=\"https:\/\/www.theverge.com\/science\/975480\/spacex-mobile-terrestrial-cellphone-company\">\n<div class=\"_1qu42rqa _1qu42rq9\">SpaceX is coming for T-Mobile, AT&amp;T and Verizon<\/div>\n<p><\/a><\/p>\n<div class=\"_1qu42rq7 _1qu42rq6 _1044qiz11\"><\/div>\n<\/li>\n<li class=\"_1qu42rq4 _1qu42rq3\"><a href=\"https:\/\/www.theverge.com\/tech\/975173\/openai-influencers-brand-trip-ai-backlash-marketing\">\n<div class=\"_1qu42rqa _1qu42rq9\">How an OpenAI influencer trip backfired<\/div>\n<p><\/a><\/p>\n<div class=\"_1qu42rq7 _1qu42rq6 _1044qiz11\"><\/div>\n<\/li>\n<li class=\"_1qu42rq4 _1qu42rq3\"><a href=\"https:\/\/www.theverge.com\/entertainment\/975297\/spider-man-brand-new-day-marvel-sony-xmen-doomsday\">\n<div class=\"_1qu42rqa _1qu42rq9\">Don\u2019t screw this up, Marvel<\/div>\n<p><\/a><\/p>\n<div class=\"_1qu42rq7 _1qu42rq6 _1044qiz11\"><\/div>\n<\/li>\n<li class=\"_1qu42rq4 _1qu42rq3\"><a href=\"https:\/\/www.theverge.com\/games\/974773\/xbox-helix-disc-digital-backwards-compatibility-leaked-memo-opt-in\">\n<div class=\"_1qu42rqa _1qu42rq9\">The next Xbox could play every Xbox game ever made<\/div>\n<p><\/a><\/p>\n<div class=\"_1qu42rq7 _1qu42rq6 _1044qiz11\"><\/div>\n<\/li>\n<li class=\"_1qu42rq4 _1qu42rq3\"><a href=\"https:\/\/www.theverge.com\/games\/974736\/ea-private-company-deal-closed\">\n<div class=\"_1qu42rqa _1qu42rq9\">EA is now a private company<\/div>\n<p><\/a><\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"noh1q12 noh1q18\">\n<div>\n<div class=\"o1ls92a o1ls90 o1ls92i\">\n<div class=\"o1ls90 o1ls92b\" data-concert=\"medium_rectangle_gamestop_desktop\"><\/div>\n<\/div>\n<div class=\"o1ls926 o1ls90 o1ls92i\">\n<div class=\"o1ls90 o1ls927\" data-concert=\"connatix_right_rail\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"noh1q12 noh1q16 noh1q18\">\n<div>\n<div class=\"duet--cta--newsletter _3d9k259\">\n<div class=\"_3d9k25d\">\n<h2 class=\"_3d9k25h\">The Verge Daily<\/h2>\n<p class=\"_3d9k25i\"><span class=\"duet--article--dangerously-set-cms-markup\">A free daily digest of the news that matters most.<\/span><\/p>\n<\/div>\n<div class=\"_3d9k25y _3d9k25z\">\n<fieldset>\n<div class=\"_3d9k2512 _3d9k2511\">\n<div class=\"_3d9k2516 _3d9k251e\">\n<div 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loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/03\/STKB355_SPACE_X_IPO_B.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/science\/975480\/spacex-mobile-terrestrial-cellphone-company\">SpaceX is coming for T-Mobile, AT&amp;T and Verizon<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class>\n<div class=\"duet--content-cards--content-card up4voo0 _7uluu53\">\n<div class=\"up4voo7 up4voop up4vooa _1cnxcye3\"><img decoding=\"async\" alt=\"SpaceX made more revenue as an AI company than a space company\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/08\/gettyimages-2286629860.jpg?quality=90&amp;strip=all&amp;crop=0%2C0.026776834213145%2C100%2C99.946446331574&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/science\/975335\/spacex-made-more-money-as-a-neocloud\">SpaceX made more revenue as an AI company than a space company<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class>\n<div class=\"duet--content-cards--content-card up4voo0 _7uluu53\">\n<div class=\"up4voo7 up4voop up4vooa _1cnxcye3\"><img decoding=\"async\" alt=\"Texas says data centers must pass an audit before connecting to the grid\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/06\/STKS528_DATA_CENTERS2_C.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/policy\/975071\/texas-data-center-audit\">Texas says data centers must pass an audit before connecting to the grid<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class>\n<div class=\"duet--content-cards--content-card up4voo0 _7uluu53\">\n<div class=\"up4voo7 up4voop up4vooa _1cnxcye3\"><img decoding=\"async\" alt=\"Your Fitbit data can now connect directly to Apple Health\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/05\/268538_Fitbit_Air_AKrales_0036.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/gadgets\/974778\/google-health-fitbit-data-apple-health-syncing\">Your Fitbit data can now connect directly to Apple Health<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class>\n<div class=\"duet--content-cards--content-card up4voo0 _7uluu53\">\n<div class=\"up4voo7 up4voop up4vooa _1cnxcye3\"><img decoding=\"async\" alt=\"This tattoo is permanent, pain-free, and might soon come in the mail\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/CipherX-Microdot-tattoo-hed.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/tech\/972466\/cipherx-permanent-pain-free-tattoo-microdot-patches\">This tattoo is permanent, pain-free, and might soon come in the mail<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class>\n<div class=\"duet--content-cards--content-card up4voo0 _7uluu53\">\n<div class=\"up4voo7 up4voop up4vooa _1cnxcye3\"><img decoding=\"async\" alt=\"NASA\u2019s Curiosity rover found a \u2018sea of polygons\u2019 on Mars\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/nasa-curiosity-sea-of-polygons.jpeg?quality=90&amp;strip=all&amp;crop=7.8125%2C0%2C84.375%2C100&amp;w=2400\"><\/div>\n<div class>\n<div class=\"up4voo6\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/science\/973314\/nasa-curiosity-rover-mars-polygons\">NASA\u2019s Curiosity rover found a \u2018sea of polygons\u2019 on Mars<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"_1hofmaw2\">\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqjj _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"SpaceX is coming for T-Mobile, AT&amp;T and Verizon\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/03\/STKB355_SPACE_X_IPO_B.jpg?quality=90&amp;strip=all&amp;crop=16.666666666667%2C0%2C66.666666666667%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"SpaceX is coming for T-Mobile, AT&amp;T and Verizon\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/03\/STKB355_SPACE_X_IPO_B.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/science\/975480\/spacex-mobile-terrestrial-cellphone-company\">SpaceX is coming for T-Mobile, AT&amp;T and Verizon<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Thomas Ricker<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-08-05T06:50:19+00:00\">6:50 AM UTC<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"SpaceX made more revenue as an AI company than a space company\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/08\/gettyimages-2286629860.jpg?quality=90&amp;strip=all&amp;crop=16.648805878751%2C0%2C66.702388242498%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"SpaceX made more revenue as an AI company than a space company\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/08\/gettyimages-2286629860.jpg?quality=90&amp;strip=all&amp;crop=0%2C0.026776834213145%2C100%2C99.946446331574&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/science\/975335\/spacex-made-more-money-as-a-neocloud\">SpaceX made more revenue as an AI company than a space company<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Elizabeth Lopatto<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-08-04T20:47:55+00:00\">Aug 4<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"Texas says data centers must pass an audit before connecting to the grid\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/06\/STKS528_DATA_CENTERS2_C.jpg?quality=90&amp;strip=all&amp;crop=16.666666666667%2C0%2C66.666666666667%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"Texas says data centers must pass an audit before connecting to the grid\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/06\/STKS528_DATA_CENTERS2_C.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/policy\/975071\/texas-data-center-audit\">Texas says data centers must pass an audit before connecting to the grid<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Lauren Feiner<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-08-04T15:33:21+00:00\">Aug 4<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"Your Fitbit data can now connect directly to Apple Health\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/05\/268538_Fitbit_Air_AKrales_0036.jpg?quality=90&amp;strip=all&amp;crop=16.666666666667%2C0%2C66.666666666667%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"Your Fitbit data can now connect directly to Apple Health\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/05\/268538_Fitbit_Air_AKrales_0036.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/gadgets\/974778\/google-health-fitbit-data-apple-health-syncing\">Your Fitbit data can now connect directly to Apple Health<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Emma Roth<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-08-03T21:24:23+00:00\">Aug 3<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"This tattoo is permanent, pain-free, and might soon come in the mail\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/CipherX-Microdot-tattoo-hed.jpg?quality=90&amp;strip=all&amp;crop=16.666666666667%2C0%2C66.666666666667%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"This tattoo is permanent, pain-free, and might soon come in the mail\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/CipherX-Microdot-tattoo-hed.jpg?quality=90&amp;strip=all&amp;crop=0%2C0%2C100%2C100&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/tech\/972466\/cipherx-permanent-pain-free-tattoo-microdot-patches\">This tattoo is permanent, pain-free, and might soon come in the mail<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Jess Weatherbed<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-07-31T12:01:00+00:00\">Jul 31<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj1 _1ismqj0 _7uluu53 _1ismqjk _1ismqjl _1ismqj5\">\n<div class=\"_1ismqj7 _1ismqj6 _1ismqjc _1ismqjh _1cnxcye3\"><img decoding=\"async\" alt=\"NASA\u2019s Curiosity rover found a \u2018sea of polygons\u2019 on Mars\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjf i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/nasa-curiosity-sea-of-polygons.jpeg?quality=90&amp;strip=all&amp;crop=21.875%2C0%2C56.25%2C100&amp;w=2400\"><img decoding=\"async\" alt=\"NASA\u2019s Curiosity rover found a \u2018sea of polygons\u2019 on Mars\" data-chromatic=\"ignore\" loading=\"lazy\" data-nimg=\"fill\" class=\"_1ismqjg i7ks070\" style=\"position:absolute;height:100%;width:100%;left:0;top:0;right:0;bottom:0;color:transparent;background-size:cover;background-position:50% 50%;background-repeat:no-repeat\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2026\/07\/nasa-curiosity-sea-of-polygons.jpeg?quality=90&amp;strip=all&amp;crop=7.8125%2C0%2C84.375%2C100&amp;w=2400\"><\/div>\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class><\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd3 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54\" href=\"https:\/\/www.theverge.com\/science\/973314\/nasa-curiosity-rover-mars-polygons\">NASA\u2019s Curiosity rover found a \u2018sea of polygons\u2019 on Mars<\/a><\/div>\n<\/div>\n<div class=\"jelpepd jelpep0\"><span><span class=\"_1g89o322 _19wv7tc5\"><span><span>Stevie Bonifield<\/span><\/span><\/span><\/span><span class=\"duet--article--timestamp g4xafw2 g4xafw0 _19wv7tc5 _1044qizs\"><time datetime=\"2026-07-30T17:20:06+00:00\">Jul 30<\/time><\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--ad--native-ad-linkset _14xz0mv4 _14xz0mv5 _14xz0mva hidden\" data-native-ad-id=\"container\">\n<div>\n<div class=\"visually-hidden\">\n<div class=\"dynamic-native-ad-native_ad_linkset_link\"><\/div>\n<\/div>\n<p><a href=\"https:\/\/www.theverge.com\/\" aria-label=\"Advertisement\"><\/p>\n<div class>\n<div class=\"_14xz0mv7\"><span data-native-ad-id=\"preamble\" class=\"_14xz0mv8 _14xz0mv9\">Advertiser Content From<\/span><\/p>\n<div><img data-native-ad-id=\"logo\" src alt=\"Sponsor Logo\" class=\"_14xz0mvg\"><\/div>\n<\/div>\n<p class=\"_14xz0mvj\" data-native-ad-id=\"title\">This is the title for the native ad<\/p>\n<\/div>\n<p><\/a><\/div>\n<\/div>\n<\/div>\n<div class=\"e3czlx6\">\n<div class=\"duet--layout--header-pattern _75r1tr2\">\n<div class=\"_75r1tr3\">\n<div class=\"duet--layout--page-header bpecqn0\">\n<div class=\"bpecqnj bpecqnf\">\n<h2 class=\"duet--article--dangerously-set-cms-markup bpecqno bpecqnm _19wv7tc2\">Top Stories<\/h2>\n<\/div>\n<div class=\"sticky-nav-trigger\"><\/div>\n<\/div>\n<\/div>\n<div class=\"_75r1tr4\">\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53 _1ismqjj _1ismqj5\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class>\n<div class=\"jelpep4 jelpep0\"><span class=\"duet--article--timestamp g4xafw8 g4xafw0 _19wv7tc5\"><time datetime=\"2026-08-05T16:47:23+00:00\">Two hours ago<\/time><\/span><\/div>\n<\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/tech\/975677\/google-deepmind-ai-demis-hassabis-shakeup\">Google just announced a major shakeup of its top AI leadership<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class>\n<div class=\"jelpep4 jelpep0\"><span class=\"duet--article--timestamp g4xafw8 g4xafw0 _19wv7tc5\"><time datetime=\"2026-08-04T10:00:00+00:00\">Aug 4<\/time><\/span><\/div>\n<\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/ai-artificial-intelligence\/973098\/reddit-ai-search-seo-marketing-brands-spam\">Can Reddit fend off a new wave of AI SEO spam?<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53 _1ismqj5\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class>\n<div class=\"jelpep4 jelpep0\"><span class=\"duet--article--timestamp g4xafw8 g4xafw0 _19wv7tc5\"><time datetime=\"2026-08-05T07:00:00+00:00\">7:00 AM UTC<\/time><\/span><\/div>\n<\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/entertainment\/975224\/ted-lasso-season-4-apple-tv\">Ted Lasso returns at an important time for Apple TV<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"duet--content-cards--content-card _1ismqj0 _7uluu53 _1ismqjk _1ismqjl _1ismqj5\">\n<div class=\"_1ismqji\">\n<div>\n<div>\n<div class>\n<div class=\"jelpep4 jelpep0\"><span class=\"duet--article--timestamp g4xafw8 g4xafw0 _19wv7tc5\"><time datetime=\"2026-08-05T14:00:00+00:00\">2:00 PM UTC<\/time><\/span><\/div>\n<\/div>\n<div>\n<div class=\"_19wv7tc9 _1d4s5vd7 _1d4s5vd0\"><a class=\"_7uluu50 _7uluu54 _7uluu55\" href=\"https:\/\/www.theverge.com\/gadgets\/974436\/summer-travel-tech-gadget-gift-guide\">Traveling this summer? Don\u2019t go without these essential gadgets<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><\/main><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Science Close Science Posts from this topic will be added to your daily email digest and your homepage feed. FollowFollow See All Science AI Close AI Posts from this topic will be added to your daily email digest and your homepage feed. FollowFollow See All AI Tech Close Tech Posts from this topic will be [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[226,250],"class_list":["post-2079066","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-crawlmanager","tag-theverge-com"],"_links":{"self":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2079066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2079066"}],"version-history":[{"count":0,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=\/wp\/v2\/posts\/2079066\/revisions"}],"wp:attachment":[{"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2079066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2079066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/analyse.optim.biz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2079066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}