Why Chamath picked SpaceX over OpenAI and Anthropic

Chamath was asked to pick one stack: 100 shares of Anthropic, 100 shares of OpenAI, or 100 shares of SpaceX.
He picked SpaceX without hesitation.
His reasoning is that SpaceX is not just one company.
It is a platform where multiple businesses can compound off the same infrastructure layer.
Starlink already shows the model: global connectivity, high-margin enterprise and government demand, maritime and aviation use cases, and a market that legacy telecom has not served well.
OpenAI and Anthropic are competing in a model race where the finish line keeps moving.
SpaceX is trying to own the physical infrastructure layer of the next era.
That is a very different kind of bet.