Закачени
Hyperscalers are spending $700B+ on CapEx.
Tesla is spending ~$25B.
One is building the cloud layer.
The other is building the physical AI layer: Optimus, Cybercab, TERAFAB, 100 GW solar, chip fabs, Starship, lithium refining…
Absolute CapEx is noise. Return on CapEx is the
