Capitalist Insider: Mystery buyer pays SpaceX $1.11B a month for AI

Investors haven’t been this overweight stocks since 2002

Hello Capitalist Insiders!

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• Mystery buyer pays SpaceX $1.11B a month for AI

• Investors haven’t been this overweight stocks since 2002

• OpenAI’s former AGI chief just joined a pre-IPO board

• After passing on $53B, PayPal says it’s still for sale

• Musk’s Semi looks cheap now that diesel hit $6

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Mystery buyer pays SpaceX $1.11B a month for AI

SpaceX CFO Bret Johnsen told a Goldman Sachs conference Thursday the company struck a $1.11 billion-a-month AI compute deal with an undisclosed customer and still sees $100 billion ARR by year-end.