goodness Elon is being ruthless to the neoclouds
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
my theory is that for him to get that $500B-$1T ARR, it will primarily come from SpaceX’s datacenter business scaling exponentially
which means he wants every contract possible, every GPU possible, and he knows he can actually do this because he has a business that can get cheap capital compared to everyone else
JUST IN: Elon Musk warns that most of the 200+ AI neocloud companies will collapse or consolidate as debt markets increasingly cut off funding for AI data centers.
President Trump in Michigan: "By the way, I looked at one hell of a beautiful ass before: Nicki Minaj. That's hard to miss. Stand up. That's hard to miss."