November 15, 2025@elonmusk →
“It is a hard path to 100GW/year of AI in space, but we know what to do [@Teslaconomics] This statement mind boggles Ron Baron. Elon is talking about putting 25% of U.S.’s electricity output of solar powered AI satellites into orbit. Best believe SpaceX’s Starlink and Tesla’s energy business is going to benefit materially from this. “We see a path to putting 100”
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