why SpaceX is valued at 2 trillion and why it will go to 6T in less than 6 years
> if you wanted to lease compute right now, there is none, all is leased out
> you also know anthropic, openai both IPO'ed to build and lease more, and meta and google raising equity worth billions to do the same
> if you want to build new datacenters, you need electricity
> naturalgas is bottlenecked at the veins and blades, backlogged to 2030.
> solar is only economically viable from china, but there is 50-100% tariffs, and permitting is already an issue and might get rougher with administration change
> Build solar capacity in america (30% atmosphere punishment), still too slow from permits and needs batteries which is expensive
> Go into space with starship and you get cheap solar panels, cooling is not breaking any known physics, cheap 24/7 energy (no batteries), infinite scale, no permits, Latency is not an issue, speed of light is very fast at the optimal height over earth
> SpaceX is going into HyperHyperscaler business ALL while frontier AI research is becoming more about inference than ever before, per OpenAI's Noam Brown.
Source: Elon through Dwarkesh 3 hour interview, dont this is not investment advice, I only have swedish highschool education