post Palihapitiya argues SpaceX generates $30-50M annual revenue per active megawatt, power is binding constraint
https://x.com/chamath/status/2085631260722921760
post Palihapitiya argues SpaceX chart shows neoclouds will be measured on energized compute or tank
https://x.com/chamath/status/2085646738841358762
post Palihapitiya notes SpaceX facing 34% short interest, recalls Tesla shorts went broke in early days
https://x.com/chamath/status/2084683210420564185