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“Gas turbines to power AI are sold out through 2030, and the real choke point is the cast blades and vanes that only three companies in the world can make, so whoever makes turbines is swamped with demand.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”06:54
“It's the, it's the, the, the vanes and blades in the turbines, um, that are the limiting factor because the, the casting may, it's, it's like a very specialized process to cast the blades and vanes”
Performance
Entry$737.53
Current—
Since call— pending
Confidence72%
How this was scored
Entry$737.53Feb 5, 2026 · 17:02 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.