IIRC the large majority of their hardware (at least one tranche, they might have gotten more later) was Elon effectively stealing it from Tesla for xAI, saying “I’m personally doing Tesla a favor, since they can’t fully utilize it currently”, and is now renting that (stolen) compute to subsidize SpaceX.
You're acting like the landscape of law hasn't changed and been affected drastically by the purchased Supreme Court justices. That has literally happened. It's not a hypothetical or speculation.
If I had a few dollars for every time I heard “that’s so beyond the pale, it couldn’t possibly happen”, I would be buying some more RAM for my homelab right now.