|
Feb 07
|
|
—
|
LONG
|
Brad Gerstner
Altimeter Capital / CEO
|
SpaceX is merging with xAI (Elon's AI company) at a $1.25T valuation. Elon plans to launch solar-powered data centers in space within 30 months. Power is the hard constraint for AI scaling on Earth. By moving compute to space (unlimited solar, no NIMBY regulations), Elon creates a vertical monopoly on Energy + Launch + Compute. TSLA is the public proxy for the "Musk Ecosystem." Long. This is a bet on the only entity capable of bypassing Earth's energy constraints. High execution risk (physics/engineering challenges) and potential regulatory pushback on one man controlling global compute. |
All-In Podcast
Epstein Files, Is SaaS Dead?, Moltbook Panic,...
|