.@gavinsbaker says two variables will matter more than anything else for SpaceX over the next year: how quickly it can bring new gigawatts of compute online and how effectively it can scale Cursor. "I think there are two variables that are going to matter a lot over the next year [for SpaceX]. The first is just how quickly can they bring on terrestrial compute." "It does seem like they monetize gigawatts at a higher rate than anyone else. We know from Jensen that they bring on data centers…