i dont think anyone is correctly doing the math around how SpaceX, the NeoCloud+NeoLab, is currently going to market? SpaceX has already rec…

i dont think anyone is correctly doing the math around how SpaceX, the NeoCloud+NeoLab, is currently going to market? SpaceX has already recouped about HALF its investment in Cursor, in compute deals. The other half is paid for if Composer 3 does well. No other company is simultaneously a leading model lab + neocloud (at least where GPUs is concerned). its a crazy effective combo iff you've adequately planned out gpu supply if inhouse training 1) goes very well 2) doesn't go very well SpaceX has signed a 6.3 billion dollar compute deal with Reflection. Reflection will gain immediate access to GB300s to train open source models, and will pay SpaceX 150 million per month beginning July 1, 2026, through 2029, according to materials viewed by CNBC.

Source: Swyx (X) | 2026-06-23