FabyΔ(@FABYMETAL4):From startup to profit in ~3.5 years. $SPCX Mar 2023: xAI founded Feb 2026: SpaceX buys xAI ($250B valuation) May 2026: Starts renting compute (Anthropic) Jun 2026: Agrees to buy Cursor ($60B) Aug 2026: Grok Bot launches Q3 2026: AI unit posts +$431M operating income (Q2: −$1.26B) The engine? Mostly renting out compute 👀 Still −$3.3B year to date. $16.4B of AI capex in Q3 alone.

FabyΔ

@FABYMETAL4

メタラー兼業投資家。2013年にNVIDIA $NVDA に150万円投資し13年間ガチホ中。生成AIの登場に伴う株価上昇で500倍の7億円を達成。米国企業分析、決算分析、AIトレンド、NVIDIAに関する情報発信をしています。たまにメタル界隈にPOPします🤘

参加 August 2015

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FabyΔ@FABYMETAL4

2026.10.21 00:54

From startup to profit in ~3.5 years. $SPCX Mar 2023: xAI founded Feb 2026: SpaceX buys xAI ($250B valuation) May 2026: Starts renting compute (Anthropic) Jun 2026: Agrees to buy Cursor ($60B) Aug 2026: Grok Bot launches Q3 2026: AI unit posts +$431M operating income (Q2: −$1.26B) The engine? Mostly renting out compute 👀 Still −$3.3B year to date. $16.4B of AI capex in Q3 alone.