Jason Calacanis

And on your X account, you've been even a little spicier.

So now that there's peace in the Middle East of the AI business, what's your take here?

Do you see them going to the Maggie?

They are on track.

Interesting to hear that word, monopoly, Sachs.

Very interesting placement.

Chamath, go ahead.

And then I just...

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.