SpaceX To The Moon | The Brainstorm EP 126

The evolution of space exploration is shifting from government-led programs to private-sector dominance, driven by intense competition and the necessity for capital efficiency. SpaceX maintains a significant lead over competitors through reusable rocket technology, positioning itself to capture massive value in Starlink and AI compute infrastructure. While critics question the high revenue multiples of companies like SpaceX and OpenAI, their potential for exponential growth in enterprise AI software and global connectivity justifies these valuations. Meanwhile, the autonomous vehicle market is consolidating, with Uber emerging as a critical platform to aggregate supply, effectively addressing the limitations of over-provisioned, closed-loop systems like Waymo. These shifts reflect a broader trend where massive capital deployment into infrastructure-as-a-service models is reshaping industries, from orbital data centers to global commerce facilitation.