That being said, this statement strikes me as missing the point:
> Solving cost of launching mass has been the entire premise of SpaceX since day one and they have the track record.
As I understand it, SpaceX has a good track record of putting things into space more cost effectively than other organisations that put things into space.
That is not the benchmark here.
It doesn't matter if Musk can run thousands of data centres in space more cost effectively than (for example) NASA could. It matters whether he can do it more cost effectively than running them on earth.