SpaceX
Yes, we deserve to colonize Mars and keep our “light of consciousness”
Elon Musk has spoken previously about having a duty to maintain the “light of consciousness” of humanity as the main rationale for multi-planetary habitation, or why we should colonize Mars specifically. It’s a pretty simple concept, really. Eventually the Earth will no longer be able to host human life as we know it, suffering from some sort of malady which will wipe out our species. Pick your poison: Asteroid attack, the Sun’s Earth-engulfing expansion, or even climate change. Something will bring us down, someday, unless we are proactive in our approach to survival.
Unfortunately, facts are fun things that don’t always help with solving problems (and annoyingly so), but it seems there’s also a crowd that doesn’t disagree with the facts and instead questions whether we even “deserve” to respond to them altogether.
In her recent TechCrunch article titled “The Ethics of Colonizing Mars”, Shivika Sinha cited Elon Musk, NASA, and the progress being made towards Mars and then asked the question, “Do humans deserve to be multi-planetary?”
Her argument framed capitalism and consumerism as co-conspirators of our modern societal woes, and her conclusion was that we need to change our “parasitic” ways before exporting them to other planets in the universe. The whole argument was really just the human-shaming version of “fix Earth first”, a common objection to deep space colonization.
Interplanetary Transport System by SpaceX
As a perfect, imperfect example of one of billions of humans on this planet, I will quite willingly admit that we are not a perfect species; however, I don’t understand why there’s so much guilt felt for merely existing in certain sects of society. It’s your choice whether to like who you are, but remember that you cannot live without living. You cannot stop pursuing the long-term survival of the species simply because you do not approve of its current state. Why aspire to be more if we are telling ourselves we are not even good enough to be such?
Behavior takes time to adjust. We do not live in a controlled, variable-limited scientific model society wherein our survival mechanisms are neatly categorized into “good” vs. “bad” choices. And more still, since when did survival become a question of worth? Many of humanity’s greatest accomplishments in societal evolution have been those which expand the ability to survive. Indeed, a huge part of compassion in our value system is the belief that everyone has the right to a life that is so much more than simply surviving. Given the consequences of not eventually going to colonize another planet, how does the logic compute that our species is suddenly not worthy of existence whatsoever?
Sinha points to the flaws in our system which are in contradiction with the natural world, destroying it specifically, yet she doesn’t credit the source of the flaws to begin with: That same natural world. We were born in it, raised in it, and learned to survive based on those experiences. Somewhere along the line, we developed consciousness as a result of that process of surviving. We didn’t suddenly arrive on a beautifully balanced Earth ecosystem and begin sucking resources to feed our ravenous appetites. We fought hard to get here, and as an evolved species of this planet, we have the right to fight to continue to survive – just as every other living creature on Earth has done.
But that’s not the line of discussion I wanted to flesh out here.
Instead, I’d like to suggest that multi-planetary habitation is actually quite compatible with Sinha’s (and others like her) perspective because colonization is more than just a survival plan: It’s a tool for evolving our consciousness towards a value system which includes “conscious consumerism” by default.
We evolved with the resources available in our Earth environment, and we’ve often taken them for granted because they were always there and available to us. When we take our species to colonize Mars, we will be doing just the opposite by transforming its environment to provide resources we need to survive. The very act of creating an environment fit for our survival will transform us into hyper-aware custodians. Every resource will be valued right down to the tiniest amounts measurable because even the most minute amounts will be important. Every action we take will have reactions that we must carefully calculate if we hope to survive.
Taking the human race into deep space is so much more than “exporting” our consumerism once we’ve outgrown its birth place. It’s evolving who we are, increasing our awareness, and forcing us to understand the environments we will depend on and cannot risk taking for granted. We will be conscious of every choice we make as a matter of survival, and those lessons we learn in the early days of exploration will set the stage for the next phase of human colonization.
-
In the end, I think we’re all on the same page as far as long-term “colonize Mars” goals. The difference is simply in perspective. Taking our species to places like Mars isn’t an act based on some sort of contrived selfishness. It’s answering something we’ve had calling to us since the beginning of time: The stars. We came from them, and it’s to be expected that eventually we will want to return. Mars is the next step.
Onwards.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
-
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
-
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
-
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
-
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
