Jason Calacanis

And that is now paying off.

We had the cursor deal we talked about last week.

Let's talk about the emergence of Elon Web Services, EWS Chamath.

He's now in the hyperscaler competing against Google Cloud, Amazon Web Services, and Azure.

And I don't know if you had inside information or just a brilliant epiphany, but take us behind the call.

And what do you think about the deal itself?

Sachs, your thoughts?

And you've been, let's be honest, Sax, you have been, on this podcast, you've been moderately critical of that company and Dario himself for being, you know, a little P-Doomer 110.

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.