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EVA ADOS SAYS SPACEX HAS CREATED MULTIPLE COMPETITIVE MOATS
- Starlink already gives SpaceX $SPCX a major infrastructure advantage, while SpaceX AI could become a leading AI business
- Ados argues the real AI moat is infrastructure, not the LLM itself, pointing to SpaceX’s space-based data center ambitions
- She says the strongest proof is when competitors become customers, with Amazon $AMZN relying on SpaceX launches and Anthropic using Colossus One
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