If OpenAI and Anthropic both finished training surprisingly capable large models at roughly the same time in early March, then this is potentially purely a result of scale. Q1 2026 was just the first time anyone had enough compute to train at this level. If this really comes down to how fast, and to what extent, you can scale physical infrastructure, then I think it probably becomes very difficult to beat Elon after around 2030. If the race goes that long, and we are still pre-transformative,…