SpaceX’s AI Costs Are Eating Its Lunch — and Insiders Are Running for the Exits
SpaceX’s insiders are selling shares not because of rocket failures, but because surging AI compute costs are compressing margins. The company that once defied gravity is now hostage to NVIDIA and cloud providers. The real threat isn’t competition — it’s dependency. SpaceX must either vertically integrate AI infrastructure or accept that its mythical independence is over.