AI "Pause"? + Massive construction progress

from SpaceX Bagholder Podcast · host Smellyfingernail

00:00 - The AI "pause" / frontier pacing push, and why SpaceX shareholders hate it 06:45 - Construction pace: Starbase, TerraFab, Giga Texas fab, and the Louisiana island site 10:38 - Grok 4.7 still not out, now "Opus 5 tier"; Elon pivots hype to Grok 4.8 13:49 - Meta's Muse clones Grokbot, and why that's bullish for compute demand 16:30 - GPT-6 Astra: OpenAI is out of compute, the Microsoft-via-SpaceX angle 18:25 - CFO Brett Johnson at Goldman Sachs: $1.1B/month compute deal, 2027 guide cut to 5-10 GW 21:06 - Starship Flight 14: "revenue generating" but still slipping to Sept 19/22

Episode metadata supplied by the publisher feed · Published Sep 15, 2026

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AI "Pause"? + Massive construction progress

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