“Grok Bot Singularity? And Chamath Is Wrong”
Google's scale, custom hardware (TPUs), and data advantages give it a massive edge in AI compute and model deployment.
SpaceX has its own compute. Google has its own compute.
But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.
because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers