Casey Handmer: observation

Transcript context

…Maybe then we should put it like, “If Elon ran the government like he ran SpaceX.” As opposed to the question of “What is actually practically likely to happen, given that we are not treating it with World War II-level intensity.” If you look at xAI, which Elon is involved in obviously, what are they actually focused on right now? They're focused on the chips because they understand the key bottleneck is the chips, not the solar power. Even if Trump puts in a 200% tariff on Chinese solar and we're not able to bypass it via Vietnam or something, it's still a bargain. It doesn't matter. If you need solar to run your data center, it doesn't hurt in terms of the overall cost picture. It doesn't matter at all. What matters is having the chips at competitive capabilities per chip, and enough of them installed in your PCBs, in your data centers, hooked up to your liquid cooling, ready to go. That's actually something that Elon and his companies are great at. It's figuring out this mass production, semi-automated mass production. They've got this facility in Texas which is making the Starlink receivers, completely automated. At what point does, "Oh, we don't have a solar panel factory," become on the critical path? I very much doubt it's ever going to be on the critical path. There's dozens and dozens of manufacturers of solar panels worldwide that are all competing against each other. So you're a big solar bull.…

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