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   Judge Dread (judgedread@poa.st)'s status on Tuesday, 21-Jul-2026 07:49:15 JST Judge Dread
   Actual cause of SpaceX's decline:
   
   Kimi K3
   • pistolero likes this.
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     Judge Dread (judgedread@poa.st)'s status on Tuesday, 21-Jul-2026 07:49:43 JST Judge Dread

     in reply to

     • AlpineEnjoyer
     @AlpineEnjoyer I HAVE SPOKEN
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     AlpineEnjoyer (alpineenjoyer@poa.st)'s status on Tuesday, 21-Jul-2026 07:49:44 JST AlpineEnjoyer

     in reply to
     @judgedread Nope. They declined in line with the semis and due to some issues with the new starship. SpaceX is much more of a compute play than a fab play (though they are many things). K3 actually increases demand for compute while reducing the importance of Anthropic and OpenAI frontier models somewhat.