Elon Musk just dropped a $1.5 trillion reality check on the AI race
17.02.26|Renana Ashkenazi
"Musk is assembling the railroad, the network and the factories of the AI economy in one stack. If you care about AI strategy, this is a reality check on the physical limits of the AI race, and who ends up owning the infrastructure those limits depend on," writes Renana Ashkenazi, managing partner at Grove Ventures.