Herbert Ong(@herbertong):What happens when Elon speed hits the slowest industry on Earth? @thejefflutz says that of consumer electronics, autos and infrastructure, infrastructure moves the slowest on supply bottlenecks, ramping and regulation. Elon takes every decision down to physics. If turbine blades and vanes are the bottleneck, he has the metallurgy and processing to build them himself. In a 12 to 18 month window where power is the constraint, he can solve it and soak up the rest of the available supply. That pulls his work forward and could set others back. "I don't know what's beyond steroids." $SPCX $TSLA

Herbert Ong

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参加 July 2008

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Herbert Ong@herbertong

2026.10.27 13:53

What happens when Elon speed hits the slowest industry on Earth? @thejefflutz says that of consumer electronics, autos and infrastructure, infrastructure moves the slowest on supply bottlenecks, ramping and regulation. Elon takes every decision down to physics. If turbine blades and vanes are the bottleneck, he has the metallurgy and processing to build them himself. In a 12 to 18 month window where power is the constraint, he can solve it and soak up the rest of the available supply. That pulls his work forward and could set others back. "I don't know what's beyond steroids." $SPCX $TSLA