Elon Musk's $1 Trillion Chip Factory | The Brainstorm 147

In this episode of The Brainstorm, Sam and Brett unpack SpaceX’s $100 billion Louisiana buildout, one of the largest infrastructure projects in history, and why the returns on Starlink, AI satellites, and terrestrial data centers could pull capital away from everything else. Brett makes the case for an “AI riptide”: if AI infrastructure underwrites a $30 trillion knowledge work opportunity, borrowing costs rise for everyone outside the value chain, and otherwise healthy businesses get caught offsides. Then the team turns to Figure AI’s Index, a bid to solve robotics’ data problem by paying people to wear a camera while they do their own chores.   Key Points From This Episode: 00:00:00 SpaceX 00:05:30 AI Capital 00:19:40 Terrafab 00:21:47 Figure Index 00:23:23 Humanoids IRR stands for Internal Rate of Return, which is a financial metric used to estimate the profitability of potential investments.   Return on Invested Capital (ROIC) is a financial metric that measures how efficiently a company uses its money to generate profits.   If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now. Learn more about WOLF: https://wolf.financial Learn more about Public: https://public.com/ To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on: X: https://arkinv.st/3corDiY LinkedIn: https://arkinv.st/1f7AiVX Facebook: https://arkinv.st/3r4EDOU Instagram: https://arkinv.st/39td8bO TikTok:   / ark_invest   SubStack: https://arkinvestmentmanagement.subst... Disclosure: https://arkinv.st/39rzF94f