@AliShahReinvent If the bottleneck is already that tight through 2027, seems like we're just waiting for the next leap in hardware to even see what these models can really do.
@jacknapierlive Interesting they'd outsource so much compute rather than build more of their own TPU clusters. Makes you wonder about their internal infrastructure scaling limits.
@jacknapierlive The valuation has always baked in more than just auto sales. The question is whether energy and FSD can actually deliver margins that justify 1.4T.
@ChizNobi A hundred times growth is wild to even think about, but Wall Street loves these monster projections. Curious if Starlink is really the cash cow they're betting on.