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Quinn Slobodian argues Musk is making governments and markets depend on his companies: SpaceX dominates launch services, Starlink serves battlefield and rural communications, and Tesla and SpaceX are embedded in investment portfolios.
Slobodian outlines three responses to Musk's dominance: regulate his companies, build substitutes, or rethink what the technology should do. He argues AI deployment is not inevitable because compute buildout can be constrained, and cites proposals to nationalize Starlink.
SpaceX can borrow against Starlink subscriptions and launch revenue, unlike neoclouds that depend on compute rentals. Elon Musk says SpaceX is investment grade; Anthropic has agreed to buy SpaceX compute, giving the company a major customer alongside its own demand.
Matthew Mežinskis says Ukraine faces a severe winter as Russia targets energy infrastructure, and argues that Europe needs independent communications and defense capacity after Starlink disruptions exposed reliance on Elon Musk’s system.
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