Elon Musk: A Different Conversation w/ Nikhil Kamath· Nov 30, 2025
Invest in the semiconductor and space-infrastructure supply chain that will capture AI compute demand on Earth and in orbit (NVIDIA, Tesla exposure to AI/robotics + space supply-chain plays like Intuitive Machines/Rocket Lab), while recognizing Starlink's niche rural market and the macro tailwind of AI-driven productivity growth.
Position Reasoning
Intuitive Machines (LUNR) supplies satellites, components, and on-orbit services/imagery. A pivot toward greater on-orbit infrastructure and solar/AI satellite architectures would expand backlog opportunities for satellite OEMs and on-orbit services providers.