I believe the company that owns the compute will ultimately win AI. And the company I’m betting on is SpaceX. Right now, AI is becoming less of a software race and more of an industrial race. You need massive amounts of chips, power, cooling, land, networking, and capital just to keep scaling. That’s why owning the compute matters so much. Most AI companies still depend heavily on someone else’s infrastructure… SpaceX on the other hand is building toward owning the entire stack w/ the AI models through xAI, massive compute clusters on Earth, the energy to run them, Starlink’s global network, its own satellite manufacturing, AI satellites, and most importantly, Starship. The biggest bottleneck in AI is going to eventually be energy. Earth has limits… power grids, permits, land, cooling, and years-long infrastructure buildouts. Space gives SpaceX another path. If and when orbital AI compute works at scale, SpaceX will eventually put data centers where solar energy is abundant, cooling doesn’t require water, land doesn’t matter, and the company launching the hardware is the same company operating the AI. That’s the part I think many people, especially the ones betting against SpaceX, are missing. SpaceX is building the physical infrastructure that will determine how much AI can exist in the first place. Yes, algorithms, data, talent matters… but at the end of it all, it will come down to compute, every AI company depends on it. And if the future of AI comes down to who can deploy the most compute, with the cheapest and most scalable energy behind it, I know who I’m betting on. It’s SpaceX. This company is so undervalued, it’s not even funny.