James Chanos
@RealJimChanos
参加 August 2024
512 フォロー中 68.8K ファン
20 GW on the ground in the next 18 months is $1T. Which they will then render obsolete by launching space-based data centers. Got it…?! $SPCX
SPCX is aggressively pushing reverse engineering to get around bottlenecks...
Racks, chillers, etc...
So they're going to vertically integrate everything they possibly can.
How do they get around patents and IP with this? Don't they get sued?
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