The AI Super Cycle: Elon Has a Hand in Every Phase
A viral chart mapped the AI super cycle across four phases: semiconductors, data centre infrastructure, rare earths and robotics, and finally AGI software dominance. Elon Musk is the only player with meaningful positions in all four: silicon (Tesla DOJO), energy (solar/batteries), space (SpaceX), and physical AI (Optimus robot). That's not a coincidence.
