1) Anthropic because Elon Musk bought too much Compute and doesn't need it for his own AI proudct. In parallel Neoclouds are building up the same compute and its more like a negative sign that they got lucky
2) ? I don't understand what you mean. Are we now talking about Datacenters for others or the space thing?
3) probably below 8 million. 10 Million customer overall, plenty as an alternative or for camping etc.
Amazon Leo is an alternative. But for sure Space-X started a race to the bottom (china, blue origin and co) so they have to start moving and use their first mover advantage.
My point is, that Space-X is already responsible for the most amount of payload which gets send into space. We as a whole planet don't have that much payload and Space-X made it alot cheaper to send payload up.
So were is the 1 Trillion evaluation? Btw. its currently at 1.89T
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