I think of @SpaceX as having 5 layers Layer 1: Launch Layer 2: Connectivity Layer 3: Compute / hyperscaler Layer 4: Applications / models La…

I think of @SpaceX as having 5 layers Layer 1: Launch Layer 2: Connectivity Layer 3: Compute / hyperscaler Layer 4: Applications / models Layer 5: Other bets (Terafab, Moon, pt to pt, etc) This partnership with @claudeai instantly derisks Layer 3 SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

Source: Sonya Huang (X) | 2026-05-06