Equity The 'people’s airline,' SpaceXAI, and the Enterprise AI Race
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May 8, 2026 A TikToker's plan to crowdfund Spirit Airlines sparks debate about whether a people's airline could work. Big moves in enterprise AI include Anthropic, OpenAI partnerships and major acquisitions targeting startups. Discussions cover xAI renting GPUs, Musk's orbital compute ambitions, a landmark trucking contract for Aurora, and a Pentagon spending surge on AI infrastructure.
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Crowdfunded People's Airline Proposal
- A TikToker proposed crowdfunded purchase of Spirit Airlines to create a "people's airline."
- Anthony Ha and Sean O’Kane note the idea stems from shared frustration with air travel, not love for Spirit's brand.
XAI Acting Like A Neocloud For Anthropic
- SpaceX/XAI struck a deal letting Anthropic use GPU capacity at Colossus 1, effectively making XAI act like a neocloud provider.
- Hosts argue XAI may be shifting from frontier model-building to renting out infrastructure ahead of SpaceX's IPO plans.
Infrastructure Revenue Versus Frontier Lab Narrative
- Renting GPUs can produce near-term revenue but undercuts a frontier lab narrative investors buy into.
- The hosts see this as a pragmatic move to show reliable business metrics before a potential SpaceX public offering.