Kyle Reidhead makes the case that SpaceX (SPCX) is more about AI than it is about rockets and space travel. He adds that the company's 10-gigawatt goal is reasonable. Laura Rippy dives more into Kyle's points by explaining the "critical" intersection she sees SpaceX serving in AI's role in the final frontier. She points to other startups in the space industry she believes investors should keep their eyes on as well.