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BANNON ON JD VANCE’S REPORTED AI PANIC MEETINGS: Having a call after this has happened is not acceptable. We’ve warned on this show for years that this day was coming. You have to lead, not react. H-1B visas, big problem. AI? That’s to the 10th power. Once the genie’s...

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Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.

Dustin

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