Jason Calacanis breaks down the absolute brilliance of what Elon Musk is secretly building.
Everyone is focused on the immediate numbers, but if you look at the massive footprint of Amazon Web Services, Azure, and GCP, you are looking at 300 billion dollars in revenue and a combined market cap of 4 to 5 trillion dollars if they were independent companies.
So how does Elon disrupt this? You have to look at his core competencies.
At Tesla, his superpower is building factories. What are data centers? They are basically big, giant factories. Then look at energy. He dominates battery deployment and solar. When you put all of this together, you start seeing the blueprint for a neo-cloud. If this scales into a massive incremental business, we are looking at the birth of Elon Web Services.
But it goes so much deeper than just massive buildings. What could he build inside of Teslas in terms of extra compute? What if the Powerwalls in our homes had new fabs in them, creating a massive, distributed compute system from home to home?
The cars have compute. The Powerwalls have compute. They are already online. Starlink gives them the ability to seamlessly connect all of this distributed compute directly to people.
And the ultimate, sneaky manifestation of this? Going right out into space.
The race is moving from massive, centralized data centers to distributed networks in our homes, and eventually, orbit. You could literally be getting paid to put Powerwalls with compute in your house. That is going to be the next shoe to drop.
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