Makes sense. Very difficult to catch OpenAI and Anthropic now since their flywheel of generate revenue, use revenue to buy more compute, train a smarter model with more compute, made it hard to compete.
Being able to supply compute makes more sense for SpaceXAI if you can't compete in SOTA LLMs anymore.
As an investor it's really important for me to see this kind of bearish sentiment widely. It's actually a positive for the stock in my opinion, not a negative.
