Here's a summary of the provided text, highlighting every distinct piece of information:
The speaker predicts two unnamed businesses could cumulatively achieve "hundreds of billions, if not half a trillion dollars or more" in future revenue, driven by current trends in AI compute.
Specifically regarding SpaceX:
* Deals related to AI compute are emerging quickly.
* Information on SpaceX's past Capital Expenditure (CapEx) for AI compute is available in their S1 filings.
* SpaceX is currently generating "billions of dollars per month" from its AI compute business.
* This revenue, reportedly from just "three customers," is quickly paying off the money SpaceX has spent on AI compute infrastructure, effectively covering the cost of their entire data center.
* The speaker believes this specific revenue stream for SpaceX is "underestimated."
* This AI compute revenue is considered "even more high quality" than a typical "renting it out business" because the customers pay for the whole data center, and SpaceX gets the "other half of the compute."
* Listeners are encouraged to do their "own homework" by consulting SpaceX's S1 filings to verify these figures.