This paragraph pretty much sums up where I'm at:
Musk’s plan for the merged companies is predicated on several assumptions, including that AI is not a bubble, but rather a technology that will be fully embraced in the future; that orbital data centers are cost-competitive compared to ground-based data centers; and that compute is the essential roadblock that must be solved for widespread adoption of AI by society.
I guess I just disagree with the CEO on all of those.