I like Elon and of course I respect Elon, he’s one of the best entrepreneurs on the planet however nothing he says about neoclouds should be taken seriously. SpaceX is essentially the largest neocloud (with hyperscaler aspirations)… so naturally he wants/needs other neoclouds to struggle with financing so he can swoop in and steal their demand/customers and/or he wants to buy their land/power thus fast tracking his capacity expansion plans at $SPCX otherwise it’s going to be very hard for him to hit 20GW in the next 2 years.
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