elon accidentally owns three of the scarcest assets in ai

you're telling me anthropic & google are paying spacex ~$26b a year for compute?!!

this is more than half the run rate of openai & anthropic just from compute deals & that doesn't even factor in the rocket launches at all.

elon accidentally ended up owning a significant portion of three of the scarcest assets in ai.. power, chips, & physical deployment capability. the best lesson here is that if you're selling picks & shovels during a gold rush, you don't necessarily need to find the gold. you just need everyone else to keep digging. & also non software elon is pretty much unstoppable, like prime michael jordan type thing.