IF you believe that $SPCX is going to have hundreds of billions of revenue by 2030 from Data Centers in space by 2030, that means 2 things:
1) You don't believe that AI is in a bubble and that AI demand and data center buildouts will continue to accelerate.
2) You also believe that the world will need A TON more memory chips for all those data centers, including the space ones.
Which would lead to the conclusion that $MU must be an insanely cheap buy, right now, relative to $SPCX.
Am I wrong? Because if we need way more data centers, including data centers in space, then demand for memory is nowhere near its peak. So if you are betting that SpaceX is going to grow astronomically, then you're implying memory demand will also grow astronomically.
NEW: SpaceX alumni raise $115 million for TerraFirma, a robotic construction startup aiming to build infrastructure on Earth — & eventually megastructures on the Moon & Mars.
@sama We start flying them next year. Maybe you can come see them if your parole officer approves.
After stealing an open source AI charity, you then stole all of Apple’s phone technology! Wow.
What do you plan for an encore? That’s tough to beat.
@Shepardess2@elonmusk@stevenmarkryan Time will tel,l you’ll find out very shortly that >99% of population would prefer a significantly safer than human chauffeur. Yeah driving can be fun at times, but 99% of the time you’d prefer not to. You’ll see.