Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World
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Episode Description
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Brief Summary
SpaceX and X.AI merge, promising innovative data centers in space.
Key points
- SpaceX Merges with X.AI. SpaceX is merging with X.AI, combining artificial intelligence and space exploration.
- Elon's Ambitious Vision. Elon Musk plans to have data centers in space within 30 months.
Transcript
SpaceX is merging with X.AI. You're merging the two biggest TAMs in the world, right? All of artificial intelligence and all of space together with the world's greatest entrepreneur. He said, "I'm going to have data centers in space in 30 months, right? And if you're going to have a massive cost advantage with data centers in space, and remember, power is the proxy. Power is the primitive to AI. If you can deliver that, then Elon's your guy. And the combination of those make perfect sense. But Elon is like kind of an N of one's ability to dream this. I think that there will be dramatic retail demand and institutional demand who want to bet on that future.
