Musk's involvement in AI computing power is a huge negative for companies like CoreWeave. The market will no longer focus on small computing power leasing companies; a few large players will suffice. Building computing centers requires comprehensive capabilities in hardware, facilities, power, engineering integration, system integration, and policy support – areas where Musk excels. If SpaceX doesn't have this business and remains focused on its existing operations, its potential is limited. Commercial space exploration is a long-term option, a distant prospect.