Steven Fiorillo
@stevenfiorillo
📈 Seeking Alpha Analyst | Co-Host @basispointpod | YouTube: @stevenfiorillo1 | |TipRanks #12# Financial Blogger #19# Expert
가입 May 2021
702 팔로잉 중 36K 팬
Maybe there is a reason he is being vocal……….
goodness Elon is being ruthless to the neoclouds
“That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.”
my theory is that for him to get that $500B-$1T ARR, it will primarily come from SpaceX’s datacenter business scaling exponentially
which means he wants every contract possible, every GPU possible, and he knows he can actually do this because he has a business that can get cheap capital compared to everyone else
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