Hoffman calls SpaceX 'the IAC of AI', buying its way into relevance (fortune.com)
SpaceX's S-1 projects $320bn of AI-services revenue by 2030 at a 74% margin, dwarfing launch and Starlink, which is how the IPO valuation was supported. Its 2025 AI segment was mostly Twitter, with Grok near $0.5bn.
The thread's flip: Hoffman invests in both OpenAI and Anthropic and sits on Microsoft's board, so commenters weigh the vested interest against numbers that still don't add up.
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