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Manic Monday is back!
Hello, Curse and Coffee friends,
Today, we explore living on the moon. Hit reply and let us know what you think (we read all of your kind words).
Coffee at the ready…
The Big Sip
The take: Musk's lunar pivot isn't about exploration (it's about IPO maths and a launch window that fits the earnings cycle).
What happened: Musk announced Sunday that SpaceX will build a "self-growing city" on the Moon, shelving his 2026 Mars target for a lunar landing by March 2027.
Why it matters: SpaceX just merged with xAI at a $1.25 trillion valuation. It's eyeing an IPO that could raise $50 billion. Investors want milestones they can photograph, not a six-month trip every 26 months.
What to watch: That March 2027 uncrewed lunar landing — SpaceX's first concrete deliverable for new shareholders.
He spent 20 years saying Mars. The IPO filing said Moon.
Sponsor Break
Before we slurp into today’s brew…
Here are some wordies from today’s sponsor.
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