Peter H. Diamandis

What's going on inside of a company theoretically like this?

if that much.

Yeah, and right now, I have a lot of friends who are like, if I'm not pitching my AI story for my company, I can't get money.

AI is sucking the oxygen out of the room everywhere.

All right, this next story generally stopped me in my tracks.

Google, one of the biggest AI infrastructure players on the planet with its own TPUs and data centers, is paying SpaceX $11 billion per year through 2029.

to access 110,000 Nvidia GPUs inside of XAI's data center.

SpaceX AI is now clearly a hyperscaler.

And it's ironic, Google is renting compute from Elon's rocket company, which by the way, Google is an investor in Elon's rocket company.

I love this quote from Austin Reif who put it, it's crazy that with one deal, SpaceX IPO went from 100X revenues to 50X revenues.

One contract halved the company's valuation multiple.

And this tells us clearly the story.

There's a massive AI compute shortage.

And Alex, don't forget, the Anthropic deal can be canceled with a quarter.

And then this is only a three-year contract.

So when Elon – Elon never plays second fiddle, right?

He will be working on rock to win.

He's going to have a currency that he can go on shopping sprees with.

All right, I'm going to move us along unless someone else has another point you want to make here.

This next story is sort of science fiction becoming real.