Why would Elon cap usage of Grok Bot when its traction is going so well? @dylan522p explains: "You have to remember what Elon's trying to do right now. He's taking SpaceX and turning it into a neocloud, in some sense. He's building ridiculous amounts of compute." "If you take his balance sheet, he's got like $80B of cash. $20B is going to go to rockets. The other $60B he can spend on compute." "He's raising another $40B right now. And at the same time he claims he wants to build 13 gigawatts. If you build all of that out, it's $400B+." "So where does he get the cash? He has to monetize his compute as effectively as possible. To be able to pay for all the capex that he wants to do." "And given what's going on in the spot compute market — being able to sell GPUs for $15 an hour, when the TCO of them is only $4 an hour, you have this massive delta. So he's exploiting that." "He needs to focus on, 'How do I build the most compute, period?' That's step 1. Step 2 is, 'How do I use that compute most effectively to dominate the universe?'" "The only way to build 13 GW financially is if he makes as much money as possible from the compute he has. So if that means he ripped some compute out of xAI's team to sell it to Anthropic and Google, he had to do that. Because ultimately a year from now, his xAI team will have a lot more compute to deliver by doing that." "So he needs to be able to generate all this cash flow, and bridge the financial gap, to be able to spend $300B, $400B, $500B on capex over the next year, year and a half." Retweeted by @SemiAnalysis_ from @tbpn