SpaceX filed an S-1 with the SEC; the source document was blocked by EDGAR’s automated-traffic rate limiter before content could be extracted.
Key Takeaways
SEC EDGAR blocks undeclared automated tools; direct S-1 content is unavailable from the fetch; all financial figures below come from HN commenters citing the filing.
EDGAR enforces a 10-requests-per-second ceiling per IP; exceeding it triggers temporary blocks without technical support from SEC.
Developers scraping EDGAR should set a descriptive User-Agent and follow sec.gov/developer best practices to avoid rate-limiting.
The xAI and Twitter rollup is the sharpest critique; commenters argue it inflates losses and obscures SpaceX’s standalone economics, with one noting the word “AI” appears 773 times vs 148 for “rocket” in the filing.
Anthropic is paying $1.25B per month through May 2029 for compute on Colossus and Colossus II, making it a significant near-term revenue anchor; commenters debate whether Colossus II was previously reserved for Grok training.
Notable Comments
@impulser_: Anthropic’s Colossus deal is $1.25B/month with capacity ramping in May-June 2026 at a reduced fee – covering both Colossus and Colossus II.
@arthurofbabylon: SpaceX revenue is smaller than Northrop Grumman and smaller than Apple’s peripherals segment alone, yet its proposed valuation exceeds nearly all peers at that revenue scale.
