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SpaceX AI1: A Subsystem-Level Reconstruction
Jun 17, 2026
SpaceX disclosed the first specification for AI1, its first orbital compute satellite, in June 2026. We reconstruct the satellite subsystem by subsystem from the published figures and the Mach33 Orbital Data Center model, which had already placed both the first unit and the optimized unit inside the range SpaceX has now confirmed. The reconstruction shows a satellite optimized for a single 150 kW figure. Solar, compute, and radiator are all designed to handle a 150 kW load.
Jun 16, 2026
SpaceX agreed on June 16, 2026 to acquire Anysphere, the maker of the Cursor coding agent, for $60 billion in an all-stock deal, its first major acquisition since going public last week, per CNBC. ...
Jun 15, 2026
SPCX, priced at $135 on June 11, closed its debut at $160.95. It continued to climb about 20% on Monday, June 15, and reached $206.19 by June 16, a market value near $2.73 trillion, per Investing.c...
Jun 14, 2026
Elon Musk posted that SpaceX "might be able to reach approximately $1T revenue in 2030," replying to a post that cited Morgan Stanley's estimates. The figure sits well above the sell-side, where Mo...
Jun 13, 2026
Bloomberg, citing sources, reports that Moody's, SP Global, and Fitch have each placed SpaceX at investment grade, communicated privately to investors around the IPO. None of the three has issued a...
Jun 11, 2026
NASA Administrator Jared Isaacman stated publicly on June 5, 2026 that the agency is evaluating alternative launch vehicles for Blue Origin's Blue Moon Mark 1 cargo lander after the May 28 explosio...
Jun 10, 2026
On June 10, 2026, Elon Musk posted on X, replying to SpaceX and Sawyer Merritt, that "1M tons to orbit should be possible in roughly 5 years." Benzinga reported the same statement. The post followe...
SpaceX prices its IPO this week. At $135 a share the deal carries roughly $1.77 trillion of equity value and raises about $75 billion, the largest listing on record; SPCX begins trading on NASDAQ on June 12. Our first article opened up the model and walked through how it works, but it held back on numbers. This piece puts the IPO opening price on the page.
Mach33 SpaceX GigaModel Download
Jun 09, 2026
Jun 08, 2026
Bloomberg reported on June 8, 2026 that the banks running the SpaceX IPO told investors the offering was well oversubscribed, with several institutions each ordering near $10 billion. The banks wil...
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