Elon Musk replied to my post about $SPCX competition hurting the valuations of Coreweave & Nebius I explained how SpaceX is moving so fast that they're taking scarce resources and capital that Neoclouds need to succeed My guess is for Elon to reach 10GW by EOY'27 its not just from BUILDING compute, but from BUYING compute from distressed neoclouds Maybe this is why he replied "yikes" to @chamath's post about Coreweave yesterday too. Elon is on a mission to acquire as much compute as possible, one way or another As I've said many times, access to compute is the biggest moat for any company right now and not only is SpaceX going after as much as possible on earth, they are moving towards building compute in Space too Another product that SpaceX has a clear moat in, both in the transportation of GPUs into space, but also in the ability to beam it down back to earth via Starlink I explained this in the post that Elon replied "interesting" to I don't know exactly what part of these posts were specifically interesting to Elon, but it's clear that Elon is building to become the largest owner of compute in the world His plan is to either rent that out to the many enterprises who need access to compute (remember, compute = intelligence and intelligence = labour) with the optionality to use it for Tesla's Robotaxis and Humanoid Robots or SpaceX's Grok as the demand is needed His plan is to acquire as much compute as possible and then have the optionality to rent it or use it for the products his companies build What Elon is building with SpaceX and Tesla is by far the most ambitious endeavour in the world and I think these two companies (soon to be combined imo) will become the largest company in the world, by a large amount as this all plays out Both $TSLA and $SPCX remain core assets in my Milk Road PRO portfolio. Yes, I know every analyst will tell you they are both way overvalued, but I think they are wrong. In a world of AI, almost no one has a true moat. However, Tesla and SpaceX both have multi-year leads across the industries they compete in (or are inventing), they have the best engineers in the world and a leader that's relentless and always multiple steps ahead of others I think both of these companies are a must own in any portfolio. If you'd like to see my entire portfolio in real-time, you can track it here: