Brad Gerstner

NVIDIA, $190 billion.

Meta, $185 billion.

Tesla, $110 billion total, about $2.3 to $2.35 trillion.

So if Sachs is right, and Anthropic can tack on a trillion, it won't be the Mag 7, it'll be the Mag 1.

But here's the brilliance of what Elon's doing.

If you look at the existing business, which is Starlink and basically the launch services at SpaceX, incredible business, obviously.

20 billion this year, I think is the estimate.

But if you look at the footprint of Amazon Web Services, Azure and GCP, you're looking at $300 billion in revenue and a market cap of combined 5 trillion, 4 trillion if these were independent companies.

And if you look at what is Elon's core competency at Tesla,

It's building factories.

And if you look at the footprint of these factories, they're huge.

What are data centers?

They're basically big giant factories.

And then if you look at energy, what else is Elon extremely good at?

This is the battery deployment.

And he's also got solar deployment from the solar city, often criticized acquisition he did years ago.

So you put this all together.

If this is $5 billion, as I think you referenced, Brad, if it's $5 billion in incremental

Elon Web Services business, and he's a neo cloud, what could he build on planet Earth?

What could he build inside of Tesla's in terms of extra compute?