Eva Ados: SpaceX Could Become the "Magnificent Eighth" on Infrastructure Moat

Eva Ados says the real AI moat is infrastructure, not the model itself, arguing SpaceX could become the "Magnificent Eighth."
She said most LLMs can be replicated, while SpaceX's AI has a much harder-to-copy infrastructure advantage through space-based data centers. Ados noted Amazon's Leo needs SpaceX launches to meet its FCC deadline, while Anthropic is using Colossus One.