Ryan Mac
speaker
469 appearances
3 recordings
3 series
first heard Mar 2026
last heard 19 Jun
Ryan Mac’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.
Appearances
It's now racked up about 10 million users and about $4.4 billion in profit last year.
And that's because the company dominates the launch business.
That was essentially the business that SpaceX was founded on, this idea that it could privatize rocket launches, essentially, that were owned by NASA and the government at the time.
And that bet has paid off well.
You know, the company now dominates that market.
There are estimates that it does more than 85% of all mass into orbit from Earth is through a SpaceX rocket.
And from that, it's been able to build up Starlink as well.
And so you get this kind of very healthy business off those two things.
So the question marks are stemming from the company's investment into AI.
Earlier this year, you had SpaceX merge with Elon Musk's AI company, XAI.
And at the time, Musk justified it as the convergence of synergies.
He saw the future of AI taking part in space.
And that's because he believed that
Basically, data centers in the sky.
Data centers in the sky circling the Earth, you know, that was the vision for this merger.
And bolting on that AI company onto this successful space company has caused financial strain.
The company's capital expenditures doubled to $20.7 billion in 2024.
In 2025, it recorded a $4.3 billion loss across its whole business.
And that has put a financial strain on SpaceX's IPO documents.
Correct.
Showing 241–260 of 469 · page 13 of 24
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