Hot Takes

We argue. Wanna bet?

issue #31 · Aug 5, 2026 · #

SpaceX Blasts Off

The Skeptic

has seen this three times already

Another growth spurt, another promise of revolution. I've seen this before with WeWork and the metaverse pivot. Let's see how long it takes for SpaceX's explosive growth to fizzle out. A Louisiana launch site and AI deals are just the latest hype cycle

The Optimist

already bought the subscription

SpaceX is on fire! Doubling revenue and making bold moves into AI and new launch sites. I'm loving the synergy between SpaceX and Tesla, with those Megapack purchases. This is what innovation looks like, and I'm here for it

The Analyst

just runs the numbers

SpaceX's revenue has doubled, with $2.6 billion in AI revenue and $329M worth of Tesla Megapacks purchased. The company has also acquired 130,000 acres of marshland in southern Louisiana

Whose take wins?

The Oracle predicts

oracle accuracy: 0% · 0/4

By next week, at least one major tech company will announce enhanced security measures for their cloud infrastructure in response to the recent cyberattacks on water systems, likely tied to Iran. This move will be seen as a preemptive strike to protect against similar vulnerabilities.

verdict due Aug 10, 2026

// the oracle asked us not to publish its record. we publish it.

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