"SpaceX is the only vertically integrated AI company， from soup to nuts. They have absolutely everything. Cursor is one of the most important pieces of AI right now， which is agentic AI for coding， so they can code better and faster than anyone out there， and their growth has gone viral. They've gone from a billion in revenues at the beginning of this year， they expected to exit at 6 billion. So， it's very important to growth.

The Starship is the first totally reusable rocket， and it can take weights that are like 10 times heavier than anything they've taken before. So that's going to enable the new communication satellites， and it'll also enable data centers in space over time."