Person

Jeremie Eliahou Ontiveros

Jeremie Eliahou Ontiveros appears in Part 2, Part 5 of The Buildout. Part 2: SpaceX Is Funding an AI Bet Before the Proof; Part 5: OpenAI and Anthropic Are Not the Same Business. Argued in Part 2 (The number is real).

In 2 parts of The Buildout: Part 05, Part 02 · Updated Oct 8, 2026

What Jeremie Eliahou Ontiveros argued

On the record, by story.

Paraphrased and attributed, with the date and a link where one exists. DeepStack keeps no score of who was right; the dated tests do that work in the open.

  1. Part 02 · The number is realAug 7, 2026

    SpaceX is on track to build about 10 gigawatts of datacenter capacity by year-end 2027; independent site-by-site evaluation supports the guided 6 to 8 incremental gigawatts, implying a path to 300 billion dollars of ARR with only half the…

    SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source

  2. Part 02 · The number is realAug 7, 2026

    Selling frontier-model inference is extraordinarily profitable: on a GB300 cluster, OpenAI and Anthropic can generate over 100 billion dollars per gigawatt-year of revenue against roughly 12 billion of rental cost.

    SpaceX Is Funding an AI Bet Before the Proof Who is on each side Source

In The Buildout

Where Jeremie Eliahou Ontiveros appears.

One line per story, from the story itself.

  1. Part 05The margin test

    Jeremie Eliahou Ontiveros, working the unit economics for SemiAnalysis, calculates that a current-generation cluster can generate over $100bn of revenue per gigawatt-year against roughly $12bn of rental cost.

    OpenAI and Anthropic Are Not the Same Business

Across the DeepStack reading

How often it comes up.

34 claims and 3 texts mention Jeremie Eliahou Ontiveros, as of Oct 8, 2026. A count of attention, not a judgment.

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