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🚨ELON: AI COMPUTE WILL BE CHEAPEST IN SPACE “Once we get solar domestically at scale and launch Starship at scale, the cheapest way to do AI compute will be in space. With full reusability, propellant cost per flight is close to a million dollars... That’s about a million dollars...

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Mario Nawfal

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35,265 次观看 • 6 个月前 •via X (Twitter)

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"Once we're launching Starship at scale, then, the cheapest way to do AI compute will be in space. Once you have full & complete reusability, the propellant cost per flight is maybe a million dollars, so a million dollars of transport for 10 megawatts of AI compute" 一 Elon Musk
1:37

"Once we're launching Starship at scale, then, the cheapest way to do AI compute will be in space. Once you have full & complete reusability, the propellant cost per flight is maybe a million dollars, so a million dollars of transport for 10 megawatts of AI compute" 一 Elon Musk

DogeDesigner

18,591 次观看 • 6 个月前

Elon Musk said the scale needed to deploy 100 GW/year of compute in space would require north of a million wafers starts per month. Tesla’s Terafab will be massive. Tesla AI Chips: •A14: Will achieve self-driving safety levels very far above human. • AI5: Will make the cars almost perfect and greatly enhance Optimus. Will also work for space at a low GW/year scale. • AI6: Optimus, Datacenters, and space also at a low GW/year scale. • AI7: >10GW/year compute in space • AI8: >100GW/year compute in space
1:20

Elon Musk said the scale needed to deploy 100 GW/year of compute in space would require north of a million wafers starts per month. Tesla’s Terafab will be massive. Tesla AI Chips: •A14: Will achieve self-driving safety levels very far above human. • AI5: Will make the cars almost perfect and greatly enhance Optimus. Will also work for space at a low GW/year scale. • AI6: Optimus, Datacenters, and space also at a low GW/year scale. • AI7: >10GW/year compute in space • AI8: >100GW/year compute in space

Nic Cruz Patane

29,400 次观看 • 4 个月前

$TSLA CEO Elon Musk says the cheapest place to run AI will soon be space. He thinks space-based data centers make economic sense within two to three years orbital compute becoming a real part of the space economy.
0:54

$TSLA CEO Elon Musk says the cheapest place to run AI will soon be space. He thinks space-based data centers make economic sense within two to three years orbital compute becoming a real part of the space economy.

Shay Boloor

58,307 次观看 • 6 个月前

This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.
3:55

This is the next big plan for SpaceX: AI Data Centers in Space. • To achieve even a small fraction of a Kardashev Type II civilization (harnessing the full energy of the Sun), AI compute will require orders of magnitude more energy than Earth can ever provide. • Earth only intercepts about 1–2 billionths of the Sun’s total energy output. • Massive-scale AI (e.g., a million times more energy than Earth could produce) can only be powered by capturing far more solar energy in space. • Space-based solar-powered AI satellites/compute clusters are therefore inevitable. • In space, sunlight is continuous (no night, no clouds, no atmosphere), so no batteries are needed. • Solar panels in space can be extremely lightweight and cheap (no glass, no storm-proof framing required). • Cooling in space is dramatically easier and simpler: just radiate heat directly into the cold vacuum — no water, no fans, no liquids, no massive cooling infrastructure. • Most of the mass/volume of current supercomputer racks (e.g., GB300) is cooling hardware; in space that largely disappears. • The cost-effectiveness of electricity and compute in space will soon be overwhelmingly better than on Earth. • Elon’s Prediction: within ~5 years (by ~2030), the lowest-cost way to run large-scale AI will be solar-powered satellites in space. • A terawatt/year of AI compute is essentially impossible on Earth with any realistic build-out of power plants. • Scaling both power generation and cooling on Earth at the required rate is physically and politically unfeasible.

Nic Cruz Patane

49,019 次观看 • 7 个月前

🇺🇸 Elon’s plan: Put 1 terawatt of AI compute in orbit using Terafab + Starship. Build the world’s largest AI chip factory on Earth, then use Starship to launch that compute power into space. Claim: 80% of Terafab’s entire output will go to orbital applications. This could become the backbone of space-based AI. Writer: Val
0:34

🇺🇸 Elon’s plan: Put 1 terawatt of AI compute in orbit using Terafab + Starship. Build the world’s largest AI chip factory on Earth, then use Starship to launch that compute power into space. Claim: 80% of Terafab’s entire output will go to orbital applications. This could become the backbone of space-based AI. Writer: Val

Mario Nawfal

49,380 次观看 • 1 个月前

ELON: WE SEE A PATH TO 100 GIGAWATTS OF SOLAR AI SATELLITES IN ORBIT "We see a path to putting a hundred gigawatts per year of solar powered AI satellites into orbit, and having this be actually the lowest cost way to power and operate AI at a very large scale.” Source: Baron Capital
1:55

ELON: WE SEE A PATH TO 100 GIGAWATTS OF SOLAR AI SATELLITES IN ORBIT "We see a path to putting a hundred gigawatts per year of solar powered AI satellites into orbit, and having this be actually the lowest cost way to power and operate AI at a very large scale.” Source: Baron Capital

Mario Nawfal

588,783 次观看 • 8 个月前

🇺🇸 Elon: "Scaling civilization means to scale power in space." He ties it to building massive chip output, accelerating factories, and increasing power generation to support future AI demand. The idea: more energy → more compute → faster innovation → repeat at scale. Source: Elon Musk Tesla
1:23

🇺🇸 Elon: "Scaling civilization means to scale power in space." He ties it to building massive chip output, accelerating factories, and increasing power generation to support future AI demand. The idea: more energy → more compute → faster innovation → repeat at scale. Source: Elon Musk Tesla

Mario Nawfal

207,005 次观看 • 4 个月前

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.
0:51

NEWS: SpaceX has detailed Starmind, its plan for up to 1 million AI compute satellites in orbit, on a new website. Starmind moves AI data centers into space. Each satellite runs AI compute in orbit and beams results to Earth through Starlink lasers. The satellites draw constant solar power and cool for free in the vacuum. SpaceX filed that plan with the FCC in January. The first satellite, AI1, carries 150 kW of peak compute and spans 70 meters. Starship will carry 30 to 50 AI1 satellites per launch. SpaceX will build them at a new Gigasat factory in Bastrop, Texas. The AI chips come from a planned SpaceX and Tesla fab called Terafab. Two prototypes target early 2027, with thousands of satellites from late 2027.

Muskonomy

26,275 次观看 • 18 天前

🛰️ Elon Musk Says Space Will Be the ‘Cheapest Place to Put AI’ “My prediction is that … the cheapest place to put AI will be space in 36 months or less … You can mark my words … Those who have lived in software land, don't realize that they're about to have a hard lesson in hardware.”
3:46

🛰️ Elon Musk Says Space Will Be the ‘Cheapest Place to Put AI’ “My prediction is that … the cheapest place to put AI will be space in 36 months or less … You can mark my words … Those who have lived in software land, don't realize that they're about to have a hard lesson in hardware.”

Chief Nerd

19,602 次观看 • 5 个月前

Elon Musk just unveiled SpaceXAI's first AI satellite. • 150 kW peak power / 120 kW sustained compute power • 150 kW solar array using SpaceX-manufactured solar technology • Centralized AI compute payload designed for high-performance AI workloads • 70-meter wingspan when fully deployed • 110 m² deployable liquid radiators to remove waste heat in space • Redundant cooling loops with integrated micrometeoroid shielding • Designed to launch on Starship, enabling the mass-to-orbit needed for large-scale space computing • Uses laser links while avoiding many of the complex communications systems required by Starlink satellites • SpaceX believes future versions can scale far beyond this first design Elon Musk says the path to scaling AI in space requires 3 things: • Massive launch capability (Starship) • Enormous solar power generation • Large radiators to reject heat from AI chips He also suggested that truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, implying millions of tons of infrastructure in orbit.
2:38

Elon Musk just unveiled SpaceXAI's first AI satellite. • 150 kW peak power / 120 kW sustained compute power • 150 kW solar array using SpaceX-manufactured solar technology • Centralized AI compute payload designed for high-performance AI workloads • 70-meter wingspan when fully deployed • 110 m² deployable liquid radiators to remove waste heat in space • Redundant cooling loops with integrated micrometeoroid shielding • Designed to launch on Starship, enabling the mass-to-orbit needed for large-scale space computing • Uses laser links while avoiding many of the complex communications systems required by Starlink satellites • SpaceX believes future versions can scale far beyond this first design Elon Musk says the path to scaling AI in space requires 3 things: • Massive launch capability (Starship) • Enormous solar power generation • Large radiators to reject heat from AI chips He also suggested that truly large-scale orbital AI could eventually require hundreds of gigawatts to a terawatt of power, implying millions of tons of infrastructure in orbit.

DogeDesigner

138,161 次观看 • 1 个月前

Elon Musk predicts AI compute in space could become cheaper than terrestrial AI far sooner than most people expect....possibly within just 2–3 years Because solar panels in orbit can generate roughly 5x more usable energy than on Earth because there’s: • No atmosphere blocking sunlight • No day-night cycle • No seasonal variation • Continuous exposure to the Sun • Far higher solar energy efficiency than on Earth Space-based solar can eventually become cheaper than terrestrial solar because you don’t need massive protective structures, heavy glass, or weather-resistant infrastructure And once launch costs fall low enough with fully reusable rockets like Starship, deploying AI clusters in orbit could become economically compelling The future of AI will scale with solar-powered compute infrastructure operating directly in space
1:10

Elon Musk predicts AI compute in space could become cheaper than terrestrial AI far sooner than most people expect....possibly within just 2–3 years Because solar panels in orbit can generate roughly 5x more usable energy than on Earth because there’s: • No atmosphere blocking sunlight • No day-night cycle • No seasonal variation • Continuous exposure to the Sun • Far higher solar energy efficiency than on Earth Space-based solar can eventually become cheaper than terrestrial solar because you don’t need massive protective structures, heavy glass, or weather-resistant infrastructure And once launch costs fall low enough with fully reusable rockets like Starship, deploying AI clusters in orbit could become economically compelling The future of AI will scale with solar-powered compute infrastructure operating directly in space

X Freeze

20,148 次观看 • 2 个月前

The cheapest place to put AI will be space. Elon Musk says solar panels in space produce 5 times more power than on the ground. No atmosphere, no clouds, no day-night cycle. No batteries needed. And critically, no permits. Scaling energy on Earth means fighting land use regulations, environmental reviews, and grid interconnection queues that take years. Space has none of that. The math gets wild fast. SpaceX could launch hundreds of gigawatts of AI compute into orbit annually. That's more compute than currently exists on Earth. Ten thousand Starship launches per year. One launch every hour. And you only need 20 to 30 ships to sustain that cadence. Earth gets about half a billionth of the Sun's total energy output. A millionth of the Sun's energy is 100,000 times all of civilization's current electricity production. The AI race is not a software race. It is a power plant race. And software people are about to get a very hard lesson in hardware.
2:19

The cheapest place to put AI will be space. Elon Musk says solar panels in space produce 5 times more power than on the ground. No atmosphere, no clouds, no day-night cycle. No batteries needed. And critically, no permits. Scaling energy on Earth means fighting land use regulations, environmental reviews, and grid interconnection queues that take years. Space has none of that. The math gets wild fast. SpaceX could launch hundreds of gigawatts of AI compute into orbit annually. That's more compute than currently exists on Earth. Ten thousand Starship launches per year. One launch every hour. And you only need 20 to 30 ships to sustain that cadence. Earth gets about half a billionth of the Sun's total energy output. A millionth of the Sun's energy is 100,000 times all of civilization's current electricity production. The AI race is not a software race. It is a power plant race. And software people are about to get a very hard lesson in hardware.

Shruti

11,700 次观看 • 1 个月前

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!
1:14

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!

Teslaconomics

148,575 次观看 • 5 个月前

Sam Altman: AI agents that use 50 cents of compute to do $5000 of work will mean that the scale of economic opportunity from AI amounts to "lightning in a bottle"
1:12

Sam Altman: AI agents that use 50 cents of compute to do $5000 of work will mean that the scale of economic opportunity from AI amounts to "lightning in a bottle"

Tsarathustra

159,432 次观看 • 1 年前

🔥 AI & Compute! Jeff Bezos knows the importance of both in the coming future. At Solidus AI Tech, we will be providing the Compute and AI tools businesses, developers & users need to unlock the future of innovation. Join us in shaping tomorrow—today.
0:39

🔥 AI & Compute! Jeff Bezos knows the importance of both in the coming future. At Solidus AI Tech, we will be providing the Compute and AI tools businesses, developers & users need to unlock the future of innovation. Join us in shaping tomorrow—today.

AITECH

48,976 次观看 • 1 年前

ELON MUSK: "I do see a path to 100 gigawatts a year of AI powered space solar satellites. If you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year. There's a path to get to a terawatt per year, then you want to make those AI satellites on the moon and use a mass driver. We should scale solar substantially in the US. Tesla and SpaceX are scaling solar, and I encourage others to do so as well."
2:34

ELON MUSK: "I do see a path to 100 gigawatts a year of AI powered space solar satellites. If you do a million tons of payload to orbit per year with 100 kilowatts per ton, that's 100 gigawatts of solar powered AI satellites per year. There's a path to get to a terawatt per year, then you want to make those AI satellites on the moon and use a mass driver. We should scale solar substantially in the US. Tesla and SpaceX are scaling solar, and I encourage others to do so as well."

DogeDesigner

975,836 次观看 • 5 个月前

Aetherflux is taking AI compute to orbit with NVIDIA to launch the new era of space innovation. This includes bringing the NVIDIA Space-1 Vera Rubin Module, IGX Thor, and Jetson Orin to space, powering geospatial intelligence and autonomous space operations for next-generation space missions. We are deploying advanced satellite constellations designed to act as high-performance hubs for AI compute in orbit.
0:43

Aetherflux is taking AI compute to orbit with NVIDIA to launch the new era of space innovation. This includes bringing the NVIDIA Space-1 Vera Rubin Module, IGX Thor, and Jetson Orin to space, powering geospatial intelligence and autonomous space operations for next-generation space missions. We are deploying advanced satellite constellations designed to act as high-performance hubs for AI compute in orbit.

Cowboy Space Corp.

14,221 次观看 • 4 个月前

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”
1:08

ELON MUSK: “The way to expand compute is really in space. There’s a lot of room in space. And if you look at the size of Earth relative to the Sun or relative to the Solar System, you realize just how tiny it is. We’re very, very tiny. We only receive about half a billionth of the Sun’s energy. So you can really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute without, you know, using up all the land on Earth is to do so in space. And then you can do it without using space for power and water on Earth; you can just do it in space. So I think we’ll probably be launching our first AI satellites next year, and then we’ll be able to do that, I think, at large scale in about two years.”

DogeDesigner

65,218 次观看 • 18 天前

tesla is merging with spaceX. this announcement did all but confirm it. a multi-trillion dollar space/ai/robotics GIANT, a moon settlement and at the heart of it - the Terafab - here's why this is nuts: - tesla plans to ship 1-10 BILLION robots PER year. problem: global chip capacity is shit, doesn't scale. - Tesla's 'Terafab' will produce 1 TERAwatt of compute. 80% of that will go to outer-space to train AI (grok) via spaceX - terafab will make 2 AI chips: 1 for humanoid robots/cars and 1 for AI datacenters in space. - by housing everything under 1 roof - chip production speeds up by an order of magnitude. unbeatable. - moon settlement: the sun doesn't set in space. solar power is 5X larger in low-orbit space. much more on the moon (24/7 too!) - so elon will build a moon settlement! there is ZERO chance tesla survives without spaceX transporting these ai chips. elon estimates training AI in space will be CHEAPER THAN ON EARTH in 2-3 years. insane. (heres the full announcement if you wanna watch)
21:45

tesla is merging with spaceX. this announcement did all but confirm it. a multi-trillion dollar space/ai/robotics GIANT, a moon settlement and at the heart of it - the Terafab - here's why this is nuts: - tesla plans to ship 1-10 BILLION robots PER year. problem: global chip capacity is shit, doesn't scale. - Tesla's 'Terafab' will produce 1 TERAwatt of compute. 80% of that will go to outer-space to train AI (grok) via spaceX - terafab will make 2 AI chips: 1 for humanoid robots/cars and 1 for AI datacenters in space. - by housing everything under 1 roof - chip production speeds up by an order of magnitude. unbeatable. - moon settlement: the sun doesn't set in space. solar power is 5X larger in low-orbit space. much more on the moon (24/7 too!) - so elon will build a moon settlement! there is ZERO chance tesla survives without spaceX transporting these ai chips. elon estimates training AI in space will be CHEAPER THAN ON EARTH in 2-3 years. insane. (heres the full announcement if you wanna watch)

Ejaaz

163,328 次观看 • 4 个月前

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
2:24

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 次观看 • 1 个月前