Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives

Dan Ives of Yorkville Ives writing the following. The CapEx tug of war between SpaceX and investors is a necessary build out that will require patience. Dan joins us now for more.Dan, whose patience and how much pain will we see for the stock in between. Okay. I think and this is a barometer for what we're seeing across tech because the reality is this is an arms race.And when you think about what SpaceX is doing, the only way to get there is CapEx. And I think that's, look, that's a double edged sword as g ...