This thesis asserts an "absurd" and enduring demand for intelligence, which is unlikely to decrease. The core argument is that SpaceX will scale compute capabilities that everyone will desire. The speaker posits that organizations should leverage SpaceX's compute rather than building their own, thus avoiding foregone "a year or two worth of potential revenue" and achieving a "step change." While acknowledging an emotional inclination against paying for what one *could* theoretically do themselves, the fundamental economic justification is that paying SpaceX for compute access will yield a greater "return on their capital investment" than attempting to self-provision.