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BREAKING: Eric Romo (Eric Romo), President & COO of Impulse Space (Impulse Space) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me...

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SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit
2:01

SpaceX employee #13 Eric Romo: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "There are an awful lot of business models that are predicated on 'when Starship allows me to launch for $200 a kilogram…'" "I think they’re all broken, and all those companies are going to fail." "We’ve seen this play out already with Falcon 9 and the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable." "But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that." "They’re going to do the same thing on Starship, because why wouldn’t they?" "Their internal costs on Starship are going to be whatever they need to be to deploy Starlink and orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high." "If you’re a third party relying on them for a lower price of access to space, I think you’re hosed." Elon Musk Recorded at NYSE 🏛 x Payload 🚀 Space Summit

sourcery

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Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."
3:31

Can companies responsibly build a business model around Starship? .Eric Romo, President & COO of Impulse Space doesn't think so. "Why would you (SpaceX) sell a thing you don’t have enough of for yourself, at a bargain-basement price, to your competitors? The logic just doesn’t hold anywhere there. And it’s just sort of the wishful thinking of, “Well, because I want it,” that these companies say they’re going to get this at a low price. And the reality is, in the market, this is the same thing that happened with Falcon 9."

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Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.
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Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.

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Tom Mueller Tom Mueller says he left SpaceX to start Impulse Space because after developing the Merlin engine and working on Starship for 6 years, he realized launch was essentially solved: "When I left, I had the plan of launch mostly being solved or is being solved. The next big opportunity is to move all that payload, all that cargo around in space." "So I started Impulse Space to do in-space transportation as opposed to from Earth to space transportation, which was SpaceX." Elon Musk
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Tom Mueller Tom Mueller says he left SpaceX to start Impulse Space because after developing the Merlin engine and working on Starship for 6 years, he realized launch was essentially solved: "When I left, I had the plan of launch mostly being solved or is being solved. The next big opportunity is to move all that payload, all that cargo around in space." "So I started Impulse Space to do in-space transportation as opposed to from Earth to space transportation, which was SpaceX." Elon Musk

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David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast
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David Sacks breaks down SpaceX's path to $100 billion ARR by EOY: "The Starship test flight was successful... The heat shield worked. That's going to enable more flights of Starship now at a more accelerated rate." "That paves the way for the V3 satellite, which enables much more bandwidth for the Starlink network and the whole direct-to-cell play." "I think they said they expected to go from 1.4 gigawatts of compute to about 2 by EOY... $30 to $50 billion per gigawatt, and I think they are at the high end of that now." "When Elon says we're going to end the year at $100 billion of ARR, all you have to believe is that they are at 2 gigawatts of compute at $50 billion per gigawatt." "That doesn't include Starlink or the launch business or Grok + Cursor or any of these things, so I think that's why they are so optimistic." Elon Musk David Sacks The All-In Podcast

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65,079 Aufrufe • vor 17 Tagen

.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk
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.Starcloud CEO Philip Johnston: "Buy SpaceX stock." "It's like owning the railroads." " The SpaceX IPO is going to be viewed historically as the most undervalued IPO of all time." "They will tear through $10 trillion certainly within the next couple of years, and then have almost unlimited TAM for what they're building." "I'm not like regulated by anybody. So I'm going to tell people, 'Just buy SpaceX stock.' I think it's a great stock to buy." "They own what will be by far the most cost-effective launch vehicle, and that opens up every industry in space that will be possible beyond that: asteroid mining, lunar resource mining, all of the comms businesses that are going to be built. Everything else is going to have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it." "The railroads are a great business to own." Elon Musk

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What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB
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What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB

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SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:
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SpaceX needs a "new story" for its IPO, according to Tim Farrar. "Everyone was saying… Starlink is going to generate enough revenue to take Elon Musk to Mars, and now we're suddenly talking about data centers instead... “I think that's indicative of the fact that SpaceX has missed its forecast for the last three years… they need a new story. And I think that's what data centers in space do for them." Full episode:

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Mark Schlereth on the 49ers this season: “I think San Francisco is going to be one of those teams that will be shockingly good. And they’re going to surprise a lot of people out there that were pundits and were like 'They’re not going to get along without Deebo. They’re not going to get along without Hufanga and Dre Greenlaw'. I think you’re going to be sadly mistaken because I think they are a lot better with the young players than people think they are.” 🎥: Mark Schlereth

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.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."
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.delian on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the ability build buildings, short solar panels, short batteries. All of those things are making incredible progress super rapidly and in space those things are more complex." "There might be some slivers where it makes sense to have data centers in space, but I feel very confident that it's going to be slivers."

TBPN

169,637 Aufrufe • vor 8 Monaten

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
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Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire

KanekoaTheGreat

39,709 Aufrufe • vor 2 Monaten

SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."
3:33

SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."

sourcery

458,317 Aufrufe • vor 2 Monaten

SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."
3:33

SpaceX employee #13 Eric Romo on why we don't see many Falcon Heavy launches: "Falcon Heavy is extremely expensive, in part because it's three Falcon 9s strapped together." "SpaceX has been clear they would prefer not to fly that vehicle." "And it makes sense—every time they fly one of those, they have to shut down the pad for longer than they would for a Falcon 9." "So when you look at how much time it takes to launch one Falcon Heavy and how many Falcon 9s they could have launched during that time, it's actually economically better for them to launch Falcon 9s." " They have to launch Falcon Heavies because they've got big contracts with Space Force. Our government really needs it. NASA really needs it. But in the commercial market, those launches don't happen very often."

sourcery

77,506 Aufrufe • vor 2 Monaten

.Shaun Maguire on what SpaceX employees are going to do with their new wealth from the SpaceX IPO: “There’s this meme that wives of tech billionaires go on to do NGOs and fund bad causes—SpaceX will be the literal opposite.” “These people are going to do the most amazing things with their money.” “Most people that joined SpaceX over 15 years ago—they did it for the mission. Because they love space, and want to build rockets. They want to work with their hands and want to keep America competitive in the space industry.” “It's self-selected. The people that were there early didn't think it would ever become this big of a company. They didn't do it to get rich. And they got rich very slowly, with very real skills and real experience of how much of the world is designed to take money and do bad things with it.” “This group of people—we're going to see more beautiful travertine sculptures in cities, just for public art.” “I think we're going to see a lot of physical whimsy out of the SpaceX crew.”
3:43

.Shaun Maguire on what SpaceX employees are going to do with their new wealth from the SpaceX IPO: “There’s this meme that wives of tech billionaires go on to do NGOs and fund bad causes—SpaceX will be the literal opposite.” “These people are going to do the most amazing things with their money.” “Most people that joined SpaceX over 15 years ago—they did it for the mission. Because they love space, and want to build rockets. They want to work with their hands and want to keep America competitive in the space industry.” “It's self-selected. The people that were there early didn't think it would ever become this big of a company. They didn't do it to get rich. And they got rich very slowly, with very real skills and real experience of how much of the world is designed to take money and do bad things with it.” “This group of people—we're going to see more beautiful travertine sculptures in cities, just for public art.” “I think we're going to see a lot of physical whimsy out of the SpaceX crew.”

sourcery

76,761 Aufrufe • vor 2 Monaten

.Starcloud CEO Philip Johnston expects SpaceX to have a "near monopoly on launch" for the next 5–10 years: "Starship is way ahead of any other program." "The manufacturing that they're ramping up is insane—like building three Starships per day potentially with their gigafactories." "The problem with Blue Origin's rocket is, they don't have a reusable upper stage. As I understand, they're not even really trying to build a reusable upper stage." "The way they talk about pricing is they say, 'We will be as good as the next best price from Falcon 9.'" "Which, for people who don't know, the next best price from Falcon 9 is like 5x the price of Falcon 9."
1:16

.Starcloud CEO Philip Johnston expects SpaceX to have a "near monopoly on launch" for the next 5–10 years: "Starship is way ahead of any other program." "The manufacturing that they're ramping up is insane—like building three Starships per day potentially with their gigafactories." "The problem with Blue Origin's rocket is, they don't have a reusable upper stage. As I understand, they're not even really trying to build a reusable upper stage." "The way they talk about pricing is they say, 'We will be as good as the next best price from Falcon 9.'" "Which, for people who don't know, the next best price from Falcon 9 is like 5x the price of Falcon 9."

sourcery

46,603 Aufrufe • vor 2 Monaten

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."
4:01

The Rapid Growth of SpaceX, Starlink, Starshield & Armada: “I am very grateful that SpaceX is an American company.” "Data centers in space is coming, & it makes sense" “5 years ago they hadn’t even launched Starlink—now it’s in 150 countries & it’s continuing to grow every week.” “It’s an unfair advantage that we have with Starshield.” “If the world can get access to SpaceX, I think that’s a good thing.” Dan Wright (Dan Wright), CEO of Armada Elon (Elon Musk) builds long-term advantage, then unleashes it at massive scale: SpaceX, Starlink, Tesla, Neuralink, xAI.. . . . "We started the company working with SpaceX & they’ve continued to be a great partner for us. What that means is that as SpaceX rolls out throughout the world—& most people don’t know 5 years ago they hadn’t even launched Starlink —it’s in 150 countries & it’s continuing to grow every week. We are the first mover when it comes to the infrastructure, & that partnership works really well because we complement the connectivity with the infrastructure & the AI. We always are at the edge. It’s funny, I get messages from our team all the time & it’s like the most crazy places you can imagine. And the edge is gonna continue to get redefined. I get calls literally—I was on the call with somebody and they’re like, “Hey, can we get one of these in Antarctica?” I’m like, “Well yeah, Starlink’s live in Antarctica. No reason why we can’t do that.” Obviously data center in space is the new hotness. Everybody’s talking about it." "Yeah, what’s the deal with that—so are you gonna get these in space?" :They are modular. I mean the edge is continuing—this is actually a debate that we have in terms of how soon it’s going to happen—but it’s definitely going to happen. Data centers in space is coming, and it makes sense, right? If you think about what SpaceX is talking about with Starship going to the moon—you’re going to need compute, especially as you start to think about Optimus robots building bases on the moon, later Mars. You’re going to need large amounts of compute. Not to mention a lot of the things that we do here on Earth, you’re gonna want to do there in space. And it’s a lot more efficient to do it, especially in hostile environments, if you can automate more of that—things like mining, for example. And so you’re gonna see data centers in space, and I’m sure we’re definitely gonna be a part of it. "What do you think about SpaceX’s rumored IPO for 2026?" "I mean, I think SpaceX is an incredible company and they have a ton of value. So I don’t have any insider information here—but I would say, hey, if the world can get access to SpaceX, I think that’s a good thing. Starlink is really amazing in the sense that it just continues to get better so fast. They’re rolling out in new countries every week in major markets. Just as a real recent example, just this last week they launched in South Korea—big market and an important ally for the US, so that’s a big deal. They’re also expanding the types of services that are available. It started as a consumer product, then they brought it to enterprise. Initially that was used more as a backup, and now it’s being used more as a primary—and that is because the service keeps getting better and better as more satellites go up into the sky. Each generation of satellite is also better, not to mention the terminals on the ground. There’s now multiple types of terminals, including the more recent minis that people really like—“Hey, I can put it in a backpack if I go on a hike or if I’m traveling. I can put it on the ski rack of my car.” Perfect internet all the time. All that does for us is it gives us more use cases that we can unlock. Now that you have connectivity on the oil rig, or on a farm, or a ranch—wherever you are—we can apply the AI to those situations on the ground without latency, and then send the metadata back to some other location that they want it. Part of the full-stack approach. And also with Starshield—that’s a huge advantage when you think about some of the conflicts that are going on. People talk to me a lot about this race with China and the geopolitical conflicts around the world. I am very grateful that SpaceX is an American company. I feel like it’s an unfair advantage that we have with Starshield available to the DoD. We want to be the first mover with the infrastructure and the AI to help solve problems at the edge, and the work we’re doing with the Navy is a good example of that."

Molly O’Shea

30,317 Aufrufe • vor 6 Monaten

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.
1:59

Elon Musk is building orbital data centers. Sam Altman just called the idea ridiculous. One of them is thinking in decades. The other is thinking in quarters. Altman: “I honestly think the idea with the current landscape of putting data centers in space is ridiculous.” The math he’s running is real. Launch costs are brutal. Power economics favor earth. GPUs break and you can’t send a technician to orbit. Altman: “If you just do the very rough math of launch costs relative to the cost of power we can do on Earth, to say nothing of how you’re going to fix a broken GPU in space, and they do break a lot still unfortunately.” He’s not wrong about today. He might be wrong about what today’s constraints tell us about tomorrow. Altman: “We are not there yet. Orbital data centers are not something it’s going to matter at scale this decade.” This decade. That’s the qualifier doing all the work. Musk has never been in the business of optimizing for this decade. He’s in the business of building infrastructure everyone calls ridiculous until it becomes inevitable. They called reusable rockets ridiculous. Until Falcon 9 landed itself. And the entire economics of space changed overnight. Orbital compute has the same logic underneath it. No land constraints. No permits. No power grid politics. Unlimited solar energy. Positioned anywhere on earth within milliseconds. The launch costs that make it unviable today are the same launch costs Starship is designed to collapse by orders of magnitude. Altman is doing the math on the current landscape. Musk is building a different landscape entirely. When the person who made rockets reusable tells you space infrastructure is coming, that’s not a vision. That’s a roadmap.

Dustin

28,002 Aufrufe • vor 6 Monaten

This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.
3:03

This couple is having a wedding that will reflect who they are. They openly don’t seem to care if anyone will actually go or not. I think weddings are a celebration for everyone to join in for a special day. But I also think that offending guests before they even go might be a decision that will turn in a decision full of regret. So here’s my take on this. The way I see it is that they are going to be disappointed. I know others might argue and say that it’s selfish for the guests to not go because of the conditions set forth by the bride and groom, however it goes both ways. If they know guests won’t like the conditions of the wedding, then maybe they should compromise a little. I think they should give people options. I feel that this is going to show the bride and groom who is actually their real friends and who aren’t in their eyes. They won’t care if the guests don’t like the wedding rules, they are going to expect them to go because they think that their attendance shows that they care and that they are local.

SonnyBoy🇺🇸

300,719 Aufrufe • vor 3 Monaten

#WATCH | On India, in respect of tariffs, US President Donald Trump says, "...They will certainly have to pay 10% if they are in BRICS because BRICS was set up to hurt us, to degenerate our dollar...The Dollar is king. We are going to keep it that way. If people want to challenge it, they can. But they will have to pay a big price. I don't think any of them are going to pay that price." (Video Source: US Network Pool via Reuters)
1:51

#WATCH | On India, in respect of tariffs, US President Donald Trump says, "...They will certainly have to pay 10% if they are in BRICS because BRICS was set up to hurt us, to degenerate our dollar...The Dollar is king. We are going to keep it that way. If people want to challenge it, they can. But they will have to pay a big price. I don't think any of them are going to pay that price." (Video Source: US Network Pool via Reuters)

ANI

554,758 Aufrufe • vor 1 Jahr