Elon was quietly building THIS BUSINESS all along...
All-In Podcast·2026-05-10 16:00
There's nobody better on planet Earth than Elon at converting electrons to tokens. It's a critically important evolution to the story. SpaceX has this five-layer cake, launch, connectivity, compute, hyperscaler, space data centers, and then applications and models, and then other bets.And now we see the ace card that Elon's playing. He was building EWS all along. And so I estimate that this going to generate in this year an incremental 4 to 5 billion dollars of revenue on top of what I have seen analyst est ...