Brett Winton(@wintonARK):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.

Brett Winton

@wintonARK

Chief Futurist @ARKInvest. ARK Venture IC. Welcome to the Great Acceleration.

가입 August 2012

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Brett Winton@wintonARK

2026.10.09 17:02

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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