Musk on X: debt markets have almost entirely shut off money for any company wi… · @swordBluesy · TwKit

@swordBluesy

Musk on X: debt markets have almost entirely shut off money for any company without big revenue outside AI data centers, so the 200+ neoclouds face 'guppy-level death and consolidation' (TheNextWeb). He says SpaceX is investment grade. Translation: the moat is the balance sheet.

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