X @Herbert Ong

🚨 Being the Best AI Model Might Not Be the Real Moat@nextbigfuture makes a good point: AI moves so fast that whoever is #1 today could get passed next month.So the bigger advantage might be owning everything around the AI. Compute, infrastructure, customers, data, and the cash flow to keep scaling.That’s what makes SpaceX interesting. It already has Starlink bringing in revenue, while Grok and AI compute could become new businesses on top of that infrastructure. $SPCX ...