Jason Calacanis

So that's a lot of growth potentially there.

The space business is but 4 billion in revenue.

It's growing 17% growth, which would still be strong growth, but had 650 million in operating losses.

AI did $3.2 billion in revenue.

That's more than double year-over-year growth, but it had $6.4 billion in operating losses.

SpaceX had $20 billion in CapEx spend last year.

Over 60% was for the AI compute build-out, and obviously they were trailing Anthropic and OpenAI and Gemini in terms of XAI playing catch-up, and he did a big reboot of that, as we saw on the Twitter post.

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.