00:00They transport, they don't compute.
00:03And this is precisely where SpaceX's unique position lies.
00:07Because SpaceX is the only player that controls all three levels simultaneously.
00:13With Starlink they have the relay layer, with XAI and Colossus they have the compute layer,
00:20and with Falcon and Starship they have the launch layer to get both into space.
00:24If orbital data centers ever become a reality, SpaceX is the only corporation that can build
00:31the data center, launch it and beam the data back to Earth.
00:36Everything in-house.
00:37And that is the reason why the merger makes strategic sense.
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