PodcastMoonshots with Peter DiamandisOctober 23, 2026

SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305

SpaceX's AI/Starlink arm now dwarfs its rocket business and could supply a quarter of 2027's global AI compute buildout.

SpaceX's AI pivot: AI/Starlink grew 830% YoY and is now SpaceX's largest business; Musk guides to 100B annualrevenue run rate by December and a nonzero chance of 20GW of 'superintelligence' compute online in 2027 (~25% of all new 2027 AI buildout).
SpaceX-Tesla merger odds rising: Prediction markets jumped from 29% to 56% on a 2026 merger announcement; Barclays/Dan Ives estimate a 30-40% premium needed and 50%+ of all Tesla shares (not just voters) must approve.

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