Uploaded August 2026 | Updated September 2026, 2 weeks ago

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SpaceX just posted its first earnings since IPO, and the numbers are wild. We break down the Starlink Mobile launch, the NVIDIA partnership, AI revenue growth, and what's next for Colossus.

Huge thanks to @BrighterwithHerbert for joining the discussion.
Follow him on X:
twitter.com/herbertong

0:00 SpaceX Earnings Intro
1:04 Q2 Loss Breakdown
2:37 AI Spend Compared
5:04 NVIDIA Chip Partnership
8:41 Starship And Colossus
12:15 Starlink Mobile Reveal
17:26 AI Segment Growth
20:31 Next Data Factory

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