Brett Winton
@wintonARK
Chief Futurist @ARKInvest. ARK Venture IC. Welcome to the Great Acceleration.
Joined August 2012
598 Following 216.6K Followers
This is another example of how vertical integration is a superpower.
That they have internal use for the compute (and a strong balance sheet) allows SpaceXsi to take a more aggressive contracting stance on its IaaS business and ultimately command massively premium pricing relative to other compute providers relying solely on the rental market to make them whole on their capex.
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