Casey Handmer

So like we're going to start cutting checks by noon.

Um, and, uh, and yeah, I think you could, you could ramp up pretty quickly.

A lot of technology already exists here.

It's not like it has to be reinvented from scratch.

It's mostly at a case of like putting in phone call to all the different manufacturers here in Germany and so on and saying, we need you to 10 exercise your factory starting today, blank check, go.

It was, right?

So if you look at XAI, which Elon is involved in, obviously, what are they actually focusing on right now?

Right?

They're focused on the chips, right?

Because they understand like the key bottleneck is the chips, not the solar power, right?

Because even if Trump puts in a 200% tariff on Chinese solar, right?

And we're not able to bypass it via like Vietnam or something, right?

It's still a bargain.

It doesn't matter.

If you need solar to run your data center, it doesn't hurt in terms of the overall cost picture.

It doesn't matter at all.

What matters is having the chips at competitive capabilities per chip and enough of them installed in your PCBs, in your data centers, hooked up to your liquid cooling, ready to go.

And that's actually something that Elon and his companies are great at.

It's figuring out this mass production, semi-automated mass production strategy.

They've got this facility in Texas, which is making the Starlink receivers completely automated.