Comment by giancarlostoro

I think its a mix of both of your first two points. He has hinted that he will be producing chips for Tesla and SpaceX here in the US in the future, so there will be a time where Elon will have every critical component we need for Tesla and SpaceX here in the US and not overseas, and fully in-house. Once he does this, nothing stops him from selling components. He's also insanely efficient at standing up data centers, so I would not be surprised if he gets enlisted by someone like Anthropic to setup infrastructure for him.