They’re not the only ones selling capacity. The real story for me is that if AI was profitable they wouldn’t be selling capacity to make money. They’d just use it to make money.
Would he be trying to exploit the inheritance of Brilliant Pebbles that was crucial to SpaceX's founding and growth? There's a (somewhat embarrassing) talk of him around the time of Trump's election, at West Point, where he was fabulating about Tungsten balls or rods being shot from outer space.