Brett Winton
@wintonARK · 9 окт. 2026 г.
This is another example of how vertical integration is a superpower.
That they have internal use for the compute (and a strong balance sheet) allows SpaceXsi to take a more aggressive contracting stance on its IaaS business and ultimately command massively premium pricing
Brett Winton@wintonARK· 9 окт. 2026 г.Because of their willingness and ability to sign short term deals, enabled by the strength of their balance sheet, their relationship with nvidia, and their ability to flex supply into internal use in the event of a demand shortfall, SpaceXsi can enjoy wildly better pricing over
Elon Musk
@elonmusk
Revenue growth is insane. Never seen anything like it.
00:51 · 10 октября 2026 г. · 61,5 тыс. просмотров
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