Semianalysis agrees with my analysis of SpaceX getting up to $300 Billion per year by end of 2027. Coreweave and Nebius are spreading out fixed premium GPUs annual prices but requiring 5 year lockin. SpaceX is willing to get premium rents now and willing to replace clients with other clients on the spot market or to make revenue themselves (Via cursor and Grok). SpaceX And XAI build faster. 1 year to build and dropping to 6-9 months and they are already the lowest cost and getting more cost advantage.