SPACEX NO LONGER NEEDS NASA, AND THAT'S A PROBLEM FOR AMERICA'S SPACE AGENCY

Summary from the TLDR newsletter

NASA is no longer an indispensable customer for SpaceX. SpaceX is now increasingly disinterested in the US government for most contracts outside of data services. The company is still fulfilling its existing contracts with the government, and at a lower cost and generally higher reliability, but it is no longer signing many large new contracts for spaceflight and services in the traditional launch and in-space flight domains. It sees the vast bulk of its future revenue coming from AI.