CK Capital@CKCapitalxxThe hottest model in the world just started turning away paying customers because there isn’t enough compute to serve them. This is the neocloud thesis in one post.Opens with an observation
CK Capital@CKCapitalxxThis is crazy. By 4Q27, AI is $261B of SpaceX's $305B run rate. 6x the rest of the company combined. Connectivity $37B. Space $7B. Starlink and rockets together end up as 14% of the story.Opens with an observation