X @Herbert Ong
🚨 Capex Is Only Way to Musk’s AI Vision for SpaceX, Says Dan Ives@DivesTech says heavy CapEx is the only path to Elon Musk’s bigger AI vision for SpaceX.SpaceX is still behind OpenAI, Anthropic, Microsoft, and Amazon, but the long-term opportunity could go far beyond rockets and Starlink.The bet is that Elon Musk can turn massive AI spending today into a much bigger business tomorrow. $SPCX ...