Gwynne Shotwell

SpaceX President Gwynne Shotwell says SpaceX is as much an AI business as a space business by revenue, with compute rental 'a heck of a business' and Starlink at ~1.5–2% penetration; Elon Musk joins from Memphis to push cross-lab model peer review, handicap Starship ship-catch at ~50–60%, frame Terafab as build-or-fail-to-scale, and non-deny a Tesla–SpaceX combination.