Jason Calacanis

But here's the big one.

EWS, Elon Web Services, as we call it here on the All In pod, has exploded.

Anthropic is paying SpaceX, wait for it, $1.25 billion a month to rent out Colossus 1 and parts of Colossus 2.

It's a $45 billion deal over three years, $15 billion a year.

In other words, they added a Starlink in terms of revenue to the party.

Plus, if they buy Cursor, that's going to add another $2 or $3 billion to it.

Not if.

I already told you they already bought it.

Okay.

I'm just trying to dot the I's and T's here.

But when they buy Cursor, that adds to $3 billion.

That's not in the S1.

That's also growing and doubling.

Yeah, that's probably growing 2x year over year.

And who knows how much faster it will grow.

Polymarket, 71% chance SpaceX closes its first day of trading with a market cap above $2 trillion.

Thank you to our partner, Polymarket.

I'll stop here.

Gavin, you've been involved in the company for a long time.

Chamath, you, I think, were a big investor in the satellite company that became part of Starlink, which is the revenue driver there.