Putting Together What @elonmusk is Saying/Doing AI Demand 1. Just yesterday, Elon said "Agentic demand is growing faster than I’ve ever seen anything grow" (1). 2. His actions match "I've been personally spending a lot of time in Memphis, often 4 days a week" (2). $SPCX's biggest goal in terms of revenue next year will be bringing 10GW of compute online. Financing Availability 1. Now Elon is saying "debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers". Conclusion Elon basically sees AI as the biggest opportunity in the coming years and is doing whatever he can to bring compute online. Now he is saying no one else besides him and hyperscalers will be financed to do it. So I ask you: Is this how
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