#VyCapitalSpaceX40BStake
About VyCapitalSpaceX40BStake
SpaceX early investor Vy Capital holds a stake valued at around $40B, roughly 3.4% of the company and the fifth-largest shareholder position, per recent securities filings. Vy first invested in 2016 when SpaceX was valued at around $15B. In an investor letter, Vy projected SpaceX could exceed $10T within 5-7 years as the business extends from Starlink and Starship into AI and orbital compute. From an early bet to a $40B position, Vy's long-term conviction in SpaceX is drawing market attention.
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A $40B stake is evidence of how far an early bet can travel, not proof of the next valuation milestone. Vy Capital's projection that SpaceX could exceed $10T within 5-7 years sets a much higher bar.
My read: the key test is whether expansion into AI and orbital compute can generate earnings that justify the ambition. A long investment horizon helps, but does not settle that question.
#VyCapitalSpaceX40BStake
INTERESTING: A VC firm with just four investment staff has built a $40 BILLION stake in SpaceX, per FT.
Vy Capital owns roughly 3.4%, making it the company’s fifth-largest shareholder, ahead of the disclosed holdings of Sequoia and Andreessen Horowitz.
It first invested in 2016 at a roughly $15 BILLION valuation.
The firm's assets under management jumped from $27 BILLION at year-end to $50 BILLION in June.
$SPCX
Elon Musk says SpaceX is highly confident about launching Nvidia AI computers next year.
No complicated thesis here.
Just Nvidia hardware + SpaceX rockets + AI compute in space.
In my opinion, Nvidia + SpaceX is a f****** ridiculous combo.
First GPUs became the new oil. Now apparently they need a launch vehicle too.
Elon took “to the moon” way too seriously.
A lot of experts still think orbital data centers are impossible....or something that’s not going to happen in the near future
Elon just confirmed he is highly confident SpaceX will be launching Nvidia VR NLV72 AI computers in space next year
SpaceX already designed a space-optimized version of this system with Nvidia. Elon said it’s significantly simpler, lower cost, denser and lighter than a traditional rack
Vera Rubin NVL72:
• 72 Rubin GPUs
• 36 Vera CPUs
• 20.7 TB of HBM4
• 3,600 PFLOPS of NVFP4 compute
Then there’s Starmind AI1:
• 75-meter wingspan....wider than a Boeing 747
• Up to 250 kW peak / 175 kW average compute
• Sun-synchronous orbit for continuous solar power
• Radiative cooling directly into space
• High-bandwidth laser links connecting into Starlink
SpaceX is targeting the first Vera Rubin systems in orbit next year....with significant scale already targeted for 2028
Starlink already operates the largest satellite constellation in history, serving internet around the world
SpaceX has already solved the major engineering problems needed to make orbital AI compute work....now the challenge left is deploying it at massive scale
Yeah....Starlink was also dismissed by so-called experts as something that would never work at this scale
Fast forward to today, SpaceX basically owns the infrastructure layer of space....and has the monstrous infrastructure to dominate what comes next
This is what Elon does
Take something everyone calls impossible, turn it into an engineering problem....solve it and deploy it at massive scale
