SPCX earnings call highlights 'computer per watt' metric as AI value shifts down the stack
mobileraj · x · 2026-10-22
On the SPCX earnings call, the metric "computer per watt" came up, prompting commentary that it signals value normalizing down to raw materials: if AI commoditizes the app layer, competition shifts to the underlying stack — hardware, silicon, energy, and raw materials.
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