Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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I think he is a little nutty.

He is brilliant, and he will make you money over the long term.

Over the short term, he doesn't manage to a quarter's earnings.

And so that's why the stocks that he is involved in, SolarCity is another one, they are very volatile.

And that's why I say put a position that you're comfortable with.

If it goes up 10% one day, down 10% another day, you don't stress about it.

So 2% is what I'm comfortable with.

That's what I do.

I'm putting it away and saying, forget it, because I think there's three ways they win.

They win as a hyperscaler, right?

I mean, they're on the AI side.

They are renting out compute to Google and Anthropic $2 billion each.

Sorry, $2 billion a month from both of them a month.

is they're paying SpaceX to use their compute.

And who knows how long these contracts are going to go, but it tells you that it's sophisticated enough and it's good enough and it's accessible.

So they can win there.

Not sure if they will, but they could.

Starlink, of course.

They have 10 million customers.

That could get to 250 million customers by 2030.

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