Dave McClure|Oct 23, 2026 12:48
my partner @AmanVerjee breaks down @SpaceX Q3/26 earnings on special edition #TradingPlaces pod
highlights:
- *MASSIVE* Q3 beat & raise 🚀
- all 3 #SpaceX biz units growing
- @SpaceXSI up 2X from Q2 📈
- 1st profitable qtr as public co💰
- <12mo payback on #capex spend
- adding >10GW compute in 2027
- guiding to $500B+ ARR (!) in 2027
- TSLA SPCX merger (?) in 2027
cc @TradingVCs @PracticalVC
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