Investing take: SpaceX agentic AI demand and Meta Muse as top rival

An investing post argues that if SpaceX captures 25% of AI compute, agentic AI demand will surge, with Meta Muse as its biggest competitor.

Cole Grinde

@GrindeOptionsArchived 3 days agoOriginally posted 2026.10.25

Investing take: SpaceX agentic AI demand and Meta Muse as top rival (image 1 of 2)

Investing take: SpaceX agentic AI demand and Meta Muse as top rival (image 2 of 2)

Cole Grinde @GrindeOptionsOriginally posted 2026.10.25

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If $SPCX commands 25% of the entire AI compute sector, the agentic AI demand will also grow massively for SpaceX. They’ll be larger than anthropic, OpenAI, $GOOGL, $AMZN and $MSFT. The biggest competitor they have is with $META Muse.

x.com/grindeoptions/status/2114084667750265289Archived 2026.10.25 10:32

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