This Cold Fusion vid covers the "pivot" nicely.
https://www.youtube.com/watch?v=FPIGu0anfAE
The video explains that it is spelled out in the prospectus that SpaceX is counting 70%-80% of their total addressable market to be AI related and only about 7%-8% to be space-related.
I saw that too, and it's so depressing. SpaceX was pushing the envelope of "interplanetary" travel/species, and to see it being reduced to a 7-8% "side-quest" :-(
> was pushing the envelope of "interplanetary" travel/species
I don't think they were. All the Mars stuff is just dressed up version of The Boring Company - a distraction by Elon to better position his other interests.
There's no money in going to Mars and there's no reason to, from a financial perspective, and Elon doesn't care about anything beyond wealth and power.
> SpaceX was pushing the envelope of "interplanetary" travel/species
We already have a perfectly usable planet. It just need to be taken care of.