alt Hacker NewsThis 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" :-(