Only business segment turning a profit, StarLink, via revue from hundreds of millions of subscriptions, yet at more than $100 per month for truly fast satellite internet, when Verizon 5G option for $50 performs better over cellular data networks, millions of people are switching away from StarLink, to lower their monthly broadband high speed internet subscription fees. SpaceX responded in part to boost revenue before the record setting IPO, by lowering subscription fee with discounts to boost sales.
Innovative Reusable Rockets
SpaceX first company private, to commercialize reusable rockets, using engine gimbals to control relight and inverted pendulum stabilization of Falcon 9. Now with Star Ship V3 SpaceX chasing economies of scale, noting stainless steel & liquid natural gas or LNG along with liquid oxygen LOX chosen as a cost efficient fuel mix. Falcon 9 used RP1 a kind of special Kerosene chilled along with LOX or liquid oxygen
Lithium Aluminum So Expensive
The shell & frame of Falcon 9 instead of cheaper stainless steel like V3 Star Ship, instead made of an expensive exotic lithium aluminum alloy, incredibly with a thinner shell to body ratio than an aluminum beverage can. That is to say that if you stretched and scaled a pop can made of aluminum to the size of a Falcon 9 rocket, the pop can would have thicker walls.
Pop Can Lid 5182 Alloy
In order for the tab to pop open the top of a pop can, the lid actually 6X stronger aluminum magnesium alloy, similar to the low mass 15 inch wheels of a 2nd Gen. Toyota Prius. More specifically 5182 cold worked & strain hardened to H48 temper, giving it exceptional deep draw ductility and corrosion resistance without any heat treatment. Containing 4.5% magnesium & 0.3% manganese, producing high strength, excellent welding characteristics in stick, MIG, TIG, & spot welding.
Beverage can lids are the most iconic use of 5182, while automotive hoods, doors, & body panels of high strength to weight ratio for mass savings and dent resistance also made of 5182. Computer cases, fuel tanks, tankers, ships, aerospace, aircraft, this strong alloy used where low mass strength provides benefits, for example a Ford F150 made with more aluminum uses 27% less fuel by losing 600 lbs by virtue of the low mass strength aluminum alloys offer automakers. Audi famous for using aluminum alloy for the space frame of the A8/S8, giving them higher power to weight ratio performance, improving handling, & reducing fueling consumption, while lowering emissions.
SpaceX Ai
With tough competition from Google Gemini, Claude, Copilot, Amazon Q, Watson, OpenAI, Anthropic, NVIDIA, ChatGPT, some with new over valued IPO upcoming, we see few if any profitable LLM or ai products or services, and while SpaceX wants AI5 asic chips in 3nm process node, they have zero chips, no Optimus has this AI5 brain SOC yet, and to make a 100 million Optimus robots annually, would require more AI5 chips than the combined capacity output of every chip making company, Global Foundries, Intel, TSMC, etc, to even supply 2% of SpaceX ai chip demand.
DDR, Data Center, Chip Fab, NIMBY
Along with need for memory chips, DDR6, as industry ships to ai data training centers, with NIMBY push-back from noise, light, water pollution, water waste, environmental damage, some data centers release so much heat in 24 hours its similar to the heat output of a large nuclear weapon detonated daily, which in hot locals in Pheonix Arizon causing locals to run their AC more often at higher cost, giant Data centers driving up electricity costs as their heat output raises local temperatures up to 9 degrees, further increasing costs to locals, the electric bills are reaching $1000+ per month.
RAM Shortage
Building a PC has never been more expensive. DDR4 that was $50 a year ago, now $150, DDR5 kits selling for $400 to $550 that were under $200 a year ago, CPU chips that were $120 a year ago, now selling for $220-$1000, GPU that sold for $1200 a year ago selling for $4000 now, in every respect core computer components have tripled in price, making a new PC build that was $450 bare bones last year, cost more than $800 now, and that's with cases, PSU, monitors, motherboards that did not go up in price, almost all the cost increase for a basic computer because the CPU & RAM & GPU prices have gone up.
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