That's the most measured Elon critique I've read today. :)
I've been told by SpaceX folk that Elon's job is to keep a 20 year view in the future and essentially get folks to work backward from that.
I think I might kind of be sold on data-clusters in space in 20 years.
I can understand if I had lift that cost 1/10 what everyone else in the world paid for it, I'd be even more sold on them.
That said, this newfound enthusiasm of his certainly makes a commercially reasonable path forward to turn xAI stock into spacex stock. Elon takes care of his investors, generally speaking.
He has a habit of saying things that ultimately are just hype building. I do not believe that he really believes in space data-clusters.