'Production is the moat': debating whether ASI could erase SpaceX and Tesla's IP advantage
akbirthko · x · 2026-11-11
A thread on Musk's motto 'prototypes are easy, production is hard': the Starship factory, not individual rockets, is the real asset. When someone argued ASI could overnight surpass SpaceX/Tesla IP in rockets and batteries, the author countered that this is like saying ASI could take over Boeing or Airbus—their value lies in tacit know-how and engineering standards.
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