EVA ADOS SAYS SPACEX HAS CREATED MULTIPLE COMPETITIVE MOATS - Starlink already gives SpaceX $SPCX a major infrastructure advantage, while SpaceX AI could become a leading AI business - Ados argues the real AI moat is infrastructure, not the LLM itself, pointing to SpaceX’s space-based data center ambitions -... She says the strongest proof is when competitors become customers, with Amazon $AMZN relying on SpaceX launches and Anthropic using Colossus Oneshow more

That's a really smart take. The infrastructure part is definitely key for long-term success.

When your biggest competitors become your customers, you don’t have a product — you have a toll road. Rockets + Starlink + orbital compute is a stacked moat most AI companies simply cannot replicate. $SPCX

Just the bag holders comments under this. Keep pumping

The infrastructure point is spot on, Starlink gives SpaceX a moat most AI companies can only dream of. You and @reynosismo_ are the two accounts I most enjoy following

Starlink’s free global edge means spx doesn’t need a data center moat to crush it. they’re selling the internet that trains your brain on their hardware while you sleep. elegant

Thank you 😊

Musk is treating bandwidth as a subscription product. The real moat is latency, not just throughput.

Infrastructure is the moat. But the business still has to prove where AI changes margin or throughput. Satellites are an advantage. They are not a product thesis by themselves.

True