Q I was just listening to him on the Brad Gerstner podcast. I think he chimed in on that, right? You brought him with? There we go.
A Yes, he did, but he did the work on SpaceX, so I thought you guys might want to talk about that. Um, But I do think, I'm not sure the story is as far out as you made it seem to be. I think there are two variables that are going to matter a lot over the next year. The first is just how quickly can they bring on terrestrial compute? It does seem like they monetize gigawatts at a higher rate than anyone else. And we know from Jensen that they bring on data centers faster than anyone else, per Jensen's words. And everyone in the ecosystem is really incented to get, um, land power in the hands of people who can energize it, because everybody starts making more money when the GPUs are energized. Um, so, you know, if they can, what, what are, what, what was the altimeter figure for how, what they were monetizing gigawatts at Foxy, do you remember? Well, I think it was like two to three, wasn't it like at least Two times higher than, like, average neocloud pricing, and that's partly due to scale and customer quality and things like that, but it was meaningful. Yeah, so they're doing fifty billion gigawatts on Google deal. So how quickly they can add gigawatts really matters, right? If you can energize two, three, four gigawatts in the next year, that's a lot of revenue. Now, you know, that prices may go up, they may go down, but That's really gonna matter.
AI assessment note: “Yes, he did, but he did the work on SpaceX”