SPCX earnings call touts 'computer per watt' as AI commoditizes the app layer
mobileraj · x · 2026-10-22
On the SPCX earnings call, the metric "computer per watt" was highlighted. The author argues this is fascinating because it normalizes value down to raw materials: if AI commoditizes the app layer, competition shifts to the stack underneath — hardware, silicon, energy, and raw materials.
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