Musk’s $100B Louisiana Starbase

SpaceX just dropped a jaw-dropping $100 billion commitment to build Starbase Louisiana, a sprawling new launch complex set to turn a sleepy patch of Pecan Island into the busiest rocket site on the planet. With plans for over 30 Starship launches per day and thousands of new jobs, this is a massive bet—not just on rockets, but on turning Gulf Coast geography and local energy into the backbone of Musk’s space empire. Louisiana is sweetening the deal with over $820 million in incentives, but the real test will be how fast SpaceX can break ground, clear environmental hurdles, and start launching before competitors like Stoke Space catch up.

But here’s the catch: the Musk ecosystem is splintering behind the scenes. SpaceX’s recent acquisition of Cursor, a popular coding tool, triggered OpenAI to announce it will cut off AI model access by 2026, citing trust issues now that it's under Musk’s umbrella. That puts SpaceX and Cursor developers in a scramble, pushing them to double down on Anthropic’s models and Musk’s own xAI—raising big questions about whether users will stick around and how quickly SpaceX can build an AI stack it fully controls.

Featuring insights from CNN, OpenAI, Anthropic, and direct filings that lay bare how much power Musk really wields—and why that could be both SpaceX’s biggest asset and its biggest risk.

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