SpaceX Went Public - A Disaster Waiting to Happen
SpaceX's S1 filing classifies it as an AI data center company, with 85% of its TAM outside space.
“So 85% of the company is essentially just a rapper for yet another LLM and data center business like Anthropic or Open AI.”
A ColdFusion YouTube commentary claims SpaceX's IPO S1 filing lists it under the computer programming/data processing industry code, framing 85% of its $28.5T TAM as an AI data center and LLM business rather than space. It's speculative third-party analysis rather than a verified AI industry announcement, so its signal value for an AI conference newsletter is limited.