Fun interview on a super exciting day
GAVIN BAKER: “A month ago, @SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year.
“A really important variable for SpaceX is how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate.
“Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after?
“There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”














