We wrote at length about how SpaceX’s plans for 10GW in 2027 was feasible, paving the way for 300b+ ARR. We received a lot of pushback from folks calling it impossible. Now, just two months later, we’re already seeing 3.6GW under construction across multiple sites, both existing and new. SpaceX has even revised its estimate up to ~13GW in 2027. This would be the largest amount of datacenter capacity ever built by any one company in that timeframe, roughly equivalent to all of Google’s datacenter...