This is what most Tesla shareholders are still missing. Tesla/SpaceX/xAI have a massive advantage in power (natural gas turbines + solar + batteries + Virtual Power Plants). They’re turning AI data centers into modular “Megapods” — factory-built Lego blocks that can be deployed extremely fast.
xAI’s Colossus is already scaling aggressively with behind-the-meter power. Tesla can shape the grid and unlock gigawatts that others can’t easily get.
Shaun Maguire of Sequoia says that SpaceX is best at building next generation AI clouds. It is not even close, SpaceX is an order of magnitude ahead. Tesla modular megapods with megapacks and the natural gas turbines that SpaceX and Elon have via APR Energy sends it up another order of magnitude.

Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.

