RT @SawyerMerritt: Morgan Stanley’s Adam Jonas in new @SpaceX note: “Getting other people to pay for your own compute infrastructure that you will ultimately use to train your own robots is a good idea. We see the neocloud build as more of a 'funding strategy' where SpaceX can exploit its comparative advantages in maximizing intelligence-per-watt-per-$-per-second relative to peers. We agree with Elon that the Physical Intelligence Economy (PIE) is economically multiplicative - if not by an order of mag. We believe $SPCX’s ability to help improve the rather challenging PR image of the AI/SI trade is quite under-appreciated today. SpaceX is undergoing a metamorphosis largely undetected by a stock market that still views the company as a neocloud with exo-atsmospheric chops, and not a ver
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