Kyle Reidhead | Milk Road
@KyleReidhead · 14 окт. 2026 г.
$SPCX isn't just building compute faster than every other neocloud
It has something none of them have: OPTIONALITY on every GPU it deploys
Every GW SpaceX brings online has two paths to revenue:
1. use it for Grok / xAI and capture the frontier model economics themselves,
Kyle Reidhead | Milk Road@KyleReidhead· 14 окт. 2026 г.Is SpaceX competition hurting the valuation / credit risk of Neoclouds?
$CRWV and $NBIS down 10%+ today, while $SPCX down just 2% (and UP on the month)
The obvious trigger is credit risk, with CoreWeave's unsecured bonds yielding 15%
But in the last week, Elon also confirmed
Elon Musk
@elonmusk
Interesting
00:04 · 15 октября 2026 г. · 17,5 тыс. просмотров
52
14
252