Cathie Wood
@CathieDWood · Dec 7, 2025
In collaboration with Mach33,
ARKInvest open-sourced its #SpaceX model, the only open-source model in the market, if I am not mistaken, which should help put into perspective the massive opportunities, even before solar-powered data centers, in space.
Sam Korus@skorusARK· Dec 5, 2025If for some reason you're randomly wondering what SpaceX might be worth...
here is ARK's open source model
Elon Musk
@elonmusk
A major additional factor should be considered.
Satellites with localized AI compute, where just the results are beamed back from low-latency, sun-synchronous orbit, will be the lowest cost way to generate AI bitstreams in <3 years.
And by far the fastest way to scale within 4 years, because easy sources of electrical power are already hard to find on Earth. 1 megaton/year of satellites with 100kW per satellite yields 100GW of AI added per year with no operating or maintenance cost, connecting via high-bandwidth lasers to the Starlink constellation.
The level beyond that is constructing satellite factories on the Moon and using a mass driver (electromagnetic railgun) to accelerate AI satellites to lunar escape velocity without the need for rockets. That scales to >100TW/year of AI and enables non-trivial progress towards becoming a Kardashev II civilization.
04:36 PM · December 7, 2025 · 6.6M views
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