Jason Calacanis
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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?
What could he build inside the Powerwall?
What if the Powerwalls had his new fabs in them, and you built a distributed system from home to home, the Powerwall has compute in it, the cars have compute in it.
And of course,
The ultimate manifestation of this where nobody can complain is you go right out into space.
And that's what he's gonna do.
And the sneaky small part of this announcement from Elon and from Anthropic and Dario was they're also interested in space.
So look for the race to go from factories and data centers
to homes, the Powerwall with compute in it, it's already online, right?
And Starlink also gives them the ability to do distributed compute to people's homes.
Again, you could be paying people to put Powerwalls with compute in it.
That's going to be the next shoe to drop, I believe.
It's a great pivot.
What this company did originally, Chamath, was they did the power panel.
They made smart power panels.
So, you know, when you flip your breakers, all those breakers are in an app.
I looked at it for my house, but I guess they pivoted to add this.