Dan Ives on SpaceX:

“The Capex tug of war between SpaceX and investors is a necessary buildout that will require patience.”

“The reality is that the gold at the end of the rainbow is around data & AI. SpaceX is going after that opportunity, & I think that’s what they’re doing. It speaks to xAI and ultimately what probably could be Tesla as well. That’s the broader vision of Musk.”