Conclusion 1: Increases in renewable energy are either not enough to compensate for total increase in demand or are being wasted
Conclusion 2: Energy usage across ALL energy production sectors in increasing

Neither conclusion is particularly surprising or enlightening.

$$$ Always wins:

1) Delays in NASA human rating is going to cost SpaceX $$ in salary which otherwise would have been spent on this.
2) SpaceX is bringing in tons of contracts for launch services so they spend (and make!) $$ in this business model

Between Engineers working Falcon Heavy and Dragon 2 and the $$ coming in from the existing launch business, there are no resources or incentives to make this timeline beyond newspaper headlines. And, if they can just keep talking about it, the headlines will get generated on their own - (See: SpaceX fairing catch pics)

Even if the transition does happen around 2035 (which is doubtful), I would anticipate big businesses to lobby heavily for taxes and bailouts to stave off the inevitable for some time. That move will almost certainly artificially move the bubble burst to the right but the writing will be on the wall.

I welcome our new energy overlords - I'm bored with the old ones.

Same question here - even with stock options/etc, 7.5B seems insane. I bet if you are Gitlab, Bitbucket, etc, you are laughing all the way to the bank today, because not only has Microsoft proven you are worth a lot more than you thought, any developers paying attention will be flocking to your solution!