SpaceX could become the biggest winner of the AI boom. @kukulabanze claims SpaceX can build AI data centers for ~$30M per megawatt and generate ~$50M in annual revenue from that capacity. That's potentially a payback measured in months, not years. If those economics hold, Wall Street could be massively underestimating SpaceX. FT @LgDoucet ⏱ TIME POINTS ⏱ 00:00 - Intro 01:22 - Tesla-SpaceX Merger This Week? 03:10 - How Would the Merger Work? 05:46 - SpaceX's Data Center Advantage 08:51 - SpaceX Revenue to Triple? 14:22 - Is the AI Trade in Trouble? 19:30 - AI Doomsday: Real Threat or Marketing? 25:19 - Sponsor: Suriance 26:05 - Is Anthropic Worth $2 Trillion? 29:02 - Will Slowing AI Growth Crash Tech Stocks? 31:28 - What Would Elon's Empire Be Called? 38:15 - Can AI Data Centers Work in Space? 46:38 - When Can You Buy an Optimus Robot? 51:05 - Tesla's Next-Gen Roadster Revealed 52:46 - Wrap-Up