{
  "lane": "spacex",
  "name": "SpaceX",
  "description": "SpaceX across launch, Starlink connectivity and its growing compute ambitions, read through filings and primary sources with a long horizon.",
  "url": "https://brandonstmartin.com/spacex/",
  "markdownUrl": "https://brandonstmartin.com/spacex.md",
  "featured": null,
  "emptyState": null,
  "articles": [
    {
      "title": "SpaceX's Third Quarter of 2026: What the Filings Show",
      "url": "https://brandonstmartin.com/blog/spacex-q3-2026-what-the-filings-show.html",
      "date": "2026-10-21",
      "summary": "SpaceX’s reported Q3 2026 results, segment economics, capital spending and regulatory conditions, drawn from primary documents with the limits made explicit.",
      "crossTheme": false
    },
    {
      "title": "Tesla and the Real-World AI, Energy, and Autonomy Stack",
      "url": "https://brandonstmartin.com/blog/tesla-real-world-ai-energy-autonomy-stack.html",
      "date": "2026-07-01",
      "summary": "BSM LLC market intelligence review of Tesla, SpaceX, xAI/Grok, Cursor, robotaxi, Megapack, Autobidder, Semi, Optimus, and AI chips.",
      "crossTheme": true,
      "lanes": [
        "tesla",
        "spacex"
      ]
    },
    {
      "title": "Moonshots EP274: Jared Isaacman, Moon Base, Lunar Robotics, Nuclear Space, and Mars",
      "url": "https://brandonstmartin.com/blog/moonshots-ep274-autonomy-robotics-space-infrastructure.html",
      "date": null,
      "summary": "EP274 is not best understood as a single headline date. Its durable public thesis is phased lunar-to-Mars infrastructure: repeated robotic missions, commercial mass delivery, useful surface robotics, persistent power, nuclear-space demonstrations, and science cadence that can turn the Moon into a proving ground for Mars-relevant systems.",
      "crossTheme": false
    }
  ],
  "disclaimer": "Not financial advice. The author holds long-term positions in Tesla, SpaceX and Bitcoin.",
  "disclosuresUrl": "https://brandonstmartin.com/disclosures.html"
}