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Back to EpisodesSpaceX Becomes a Compute Landlord: The $6.3 Billion Reflection AI Deal and the New Economics of Open Source Compute - June 24, 2026
Published 3 weeks ago
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SpaceX Becomes a Compute Landlord: The $6.3 Billion Reflection AI Deal and the New Economics of Open Source Compute - June 24, 2026
Chris and Laura dig into SpaceX's reported computing power deal with open source startup Reflection AI, worth up to $6.3 billion through 2029. They unpack why a rocket company is now renting Nvidia GB300 capacity at the Colossus 2 data center, why a $25 billion startup is committing $150 million a month before shipping a public flagship model, and why SpaceX shares fell on the news. A conversation about compute as the new oil, open source at the frontier, and the national security stakes behind it all.
Hosted by Chris and Laura.
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