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Can SpaceX Disrupt AI Data Centres?

For me, the most interesting investment question involving SpaceX isn’t whether it is worth the enormous valuation. It’s whether Elon Musk can build AI data centres quickly enough to change the…

  • SpaceX aims to construct AI data centers rapidly to disrupt industry supply-demand balance.
  • Compute prices remain high due to supply constraints, preventing overbuilding scenario so far.

The Neo Fermi/Wilson AI Paradox

The original Fermi paradox asks: If intelligent alien civilizations should be abundant, where is everybody? The Neo-Fermi/Wilson paradox asks: If AI is producing enormous quantities of excellent…

  • AI generates massive amounts of high-quality software.
  • Software abundance remains hidden from public view.
  • Network of software and agents operates unseen.

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