The Musk Insight on Market Creation That Finally Made Sense to Me (A personal reflection, not a playbook)

A few days ago, I came across a tweet from Elon Musk that, on the surface, reads like science fiction. But for some reason, it clarified something I had been circling around for years while building WareIQ and now EuroSOR.

Here is the tweet:

“Satellites with localized AI compute… will be the lowest cost way to generate AI bitstreams in <3 years…
The fastest way to scale… because easy sources of electrical power are already hard to find on Earth…
The level beyond that is constructing satellite factories on the Moon…
This scales to >100TW/year of AI and enables non-trivial progress toward becoming a Kardashev II civilization.”
Elon Musk, Dec 7, 2025

When you read something like this, it is tempting to treat it as another wild Musk projection. But this one landed differently for me.

People often say that great founders create a vision and rally an entire industry behind it. They raise capital, pull in talent, and steer suppliers and customers toward a future that did not exist before. But even that explanation feels incomplete. Vision alone does not create a market. Markets shift when someone questions a constraint that everyone else has assumed is fixed.

This tweet is exactly that.

Everyone else in the world is busy trying to reduce GPU costs on Earth.
He is asking: Why are we assuming AI compute needs to stay on Earth at all?

Everyone else is fighting for electricity in crowded grids.
He is asking: Why accept the grid as a constraint?

Everyone else is optimizing around rockets.
He is asking: What if rockets themselves are the constraint?

Seen this way, the market creation narrative becomes clearer.
It is not creation. It is constraint removal.
Remove the constraint, and a new market becomes visible.

This is the part that connects to my own work.

For a long time, I tried to grow inside the existing constraints of Indian fulfillment.
Margins, manpower, SLAs, Brownian-motion variability across marketplaces, unpredictable returns, address chaos. Almost every improvement was an optimisation around those constraints rather than an attempt to dissolve them.

Reading Musk’s tweet made me realise something that now feels obvious.
New markets do not emerge because someone imagines a new world.
They emerge when someone challenges a constraint that others mistake for the world itself.

I do not know yet which constraints I will end up dissolving in my businesses, or whether I will succeed at all. But I am more aware now that the ceiling I keep hitting may not be natural. It may simply be an accepted constraint that nobody has bothered to question.

This is not advice. This is not a takeaway.
It is only what that one tweet unlocked for me.

A reminder that sometimes the market you are chasing is not ahead of you.
It is above you, waiting for one constraint to disappear.