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FCC just approved Reflect Orbital’s “Sun on demand” pay-for-play testing. The CA company plans satellites with large mirrors to reflect sunlight to specific ground spots on command. 🛰️Their Eärendil-1 satellite (142kg, 18m thin-film reflector) received FCC radio license on July 9. It will beam moonlight-level brightness over 3 mile...

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Babooschka

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Meta is planning to power its AI data centers with solar energy beamed from space. If it works, solar farms could produce power 24/7 without batteries or backup generators. The company behind it all is Overview Energy -- they want to launch 1,000 satellites into orbit, 22,000 miles above the equator, where sunlight is constant. For context, Meta's data centers used over 18,000 gigawatt-hours of electricity last year. Enough to power 1.7 million American homes for a year. Each satellite collects solar energy, converts it into a wide beam of near-infrared light, and aims it at existing solar farms on the ground. The farms convert the light into electricity, just like they do with sunlight. Unlike high-power lasers or microwave beams, this infrared light is safe enough to stare directly into. Solar farms normally sit idle at night, so this system fixes that... from space. Really fascinating tech.
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Meta is planning to power its AI data centers with solar energy beamed from space. If it works, solar farms could produce power 24/7 without batteries or backup generators. The company behind it all is Overview Energy -- they want to launch 1,000 satellites into orbit, 22,000 miles above the equator, where sunlight is constant. For context, Meta's data centers used over 18,000 gigawatt-hours of electricity last year. Enough to power 1.7 million American homes for a year. Each satellite collects solar energy, converts it into a wide beam of near-infrared light, and aims it at existing solar farms on the ground. The farms convert the light into electricity, just like they do with sunlight. Unlike high-power lasers or microwave beams, this infrared light is safe enough to stare directly into. Solar farms normally sit idle at night, so this system fixes that... from space. Really fascinating tech.

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When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.
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When the "Russian Starlink" will be operational - There's a ping! 8 megabits, 9, 10! It's working, it's working! Damn it, I'm not crying, it's just the internet getting to me! - Two young developers from the company "Bureau 1440" couldn't hold back their emotions at the displays. The data transfer speed from the first three satellites has risen to 12 Mbit/s, with a delay of 41 milliseconds... This was three years ago. This eloquently shows how people interested in and concerned about this segment of the space industry have been waiting for the emergence of such a project. In the vernacular, it's immediately dubbed the "Russian Starlink". Officially - "Dawn". Broadband high-speed internet (up to 1 Gbit/sec!), which is distributed directly from the sky. The beginning was laid, although to Starlink we are still as far away as to that very sky. Until yesterday evening, six experimental satellites of the system were "hanging" in low orbit. They were used to test the concept of laser inter-satellite communication. On Monday evening, a launch vehicle deployed 16 devices at once. And this is the first batch launch of the project. But talking about creating a full-fledged satellite communication system, similar to Elon Musk's brainchild, is, of course, too premature. Twenty-two satellites will be enough for real tests and pilot operation with individual clients. The launch of the commercial service was scheduled for 2027. By that time, 292 satellites should be in orbit, which will provide global coverage of Russia with full-fledged broadband internet. Compared to Starlink's seven-thousand-satellite constellation, this seems insignificant. But "Dawn" is not yet positioning itself as a competitor to Musk. Our priority is to first provide ourselves with high-quality satellite internet. We'll conquer the world later. There, the plans are to cover more than 75 countries by 2035. But before that, it's important to ensure uninterrupted data transmission to at least our group in the Southern Military District (SMD). By the end of this year, it was planned to launch more than a hundred and fifty satellites into orbit. This is enough for partial coverage of Russia's territory. And it would have been enough for active tests in the SMD zone. However, the program's deadlines have already been shifted by a year. And everything will depend on the number of launches and spacecraft deployed into orbit. And, of course, on the production of ground terminals. The prospect of experimental connections on the front is already visible this year. But a full-scale deployment is unlikely before 2027.

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Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.
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Elon Musk just explained why the SpaceX IPO is an energy story and the energy constraint is why he believes space becomes the only viable path for AI to scale (Save this). The argument he is making is one of the most important and least understood things happening in technology right now. The United States currently consumes roughly 500 gigawatts of electricity on average. To double that capacity which is what continued AI expansion on the current terrestrial trajectory would eventually require would mean building as many power plants as currently exist in the entire country. He is not arguing that this is technically impossible, just that communities are not willing to accept it, that permitting timelines make it unrealistic, and that the hard ceiling on Earth based power generation means the expansion of AI compute will eventually hit a wall that no amount of capital can overcome on the ground. His observation is that in space, that wall does not exist. A solar panel in orbit produces roughly five times more power than the same panel on Earth, operates in continuous sunlight uninterrupted by weather or nighttime, and benefits from the vacuum of space as a completely passive cooling system meaning the two largest operating costs of any terrestrial data center, energy and cooling, are effectively eliminated. He then said that you could theoretically increase harnessed energy by a factor of one million and still be using less than a millionth of the sun's total energy output. This is the underlying physics of why SpaceX filed with the FCC to launch up to one million solar powered AI satellites, and why they described that constellation in their own filing as a first step toward becoming a Kardashev Type II civilization capable of harnessing the full power of the sun. To understand what makes this credible rather than visionary, you need to understand what SpaceX already controls that no other company on earth possesses. Starship, once operating at full cadence, can deliver 100 to 150 tons of payload to orbit per launch, at a target cost per kilogram that is an order of magnitude lower than any existing vehicle. Musk's stated ambition is to scale Starship to 10,000 to 30,000 launches per year, a frequency that would allow the deployment of orbital compute infrastructure at a pace that is currently unimaginable with any existing rocket. He told xAI staff earlier this year that achieving space-based AI at scale will eventually require manufacturing facilities on the moon, building solar panels and heat dissipation structures from lunar silicon and aluminum, and launching them into orbit from there rather than from Earth's surface because the moon's lower gravity makes the economics of launch dramatically more favorable. SpaceX's S-1 filing explicitly states that its launch capabilities could enable massive AI compute satellite constellations with the potential for millions of satellites for orbital data centers, with the first launch potentially occurring as soon as 2028. Google and Alphabet are already in advanced talks with SpaceX about deploying space-based data centers. Starcloud, a startup running Nvidia H100 GPUs in orbit, has already validated that high-performance AI inference workloads can operate in space, with plans to scale to five gigawatts of orbital compute power by 2035. This is why Musk believes the cost crossover happens in two to three years because SpaceX's launch cost trajectory intersects with the accelerating energy constraint on the ground in a way that makes space genuinely cheaper, faster, and less regulated at exactly the moment AI demand is hitting its hardest physical limits.

Milk Road AI

12,140 Aufrufe • vor 1 Monat

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.
1:34

Excited to announce UtilitySat, the world’s first multi-mission geostationary satellite, that we're launching at the end of this year. This is a first of its kind. And a new product line-- providing on-demand connectivity for disaster relief, bridge capacity, and other missions. We started Astranis to build something new: small communications satellites that provide dedicated broadband capacity for our customers. At the end of this year we’re launching four more of them on a dedicated Falcon 9 rocket, with many more to come after that. That launch of four satellites includes one satellite for Peru, two satellites for in-flight connectivity, and a fourth satellite that had been previously kept under wraps. Until now. Introducing UtilitySat, the Swiss Army Knife of satellites This is a new product— the world’s first multi-mission commercial GEO satellite, capable of conducting multiple fully-operational broadband connectivity missions. And it is just the first of many. We’ll plan to launch many UtilitySats in the years to come. UtilitySat can provide connectivity on standard Ku, Ka, and Q/V bands, and has the flexibility to dial in exact frequencies using Astranis’s proprietary ultra-wideband software-defined radio. It can also relocate dozens of times around the GEO belt over its lifetime. It does this using our unique on-board dual-propulsion architecture, which includes both a chemical monopropellant system and an electric ion thruster. A new mission every year, or every month When we first began development of UtilitySat almost 2 years ago, we had many different missions in mind. UtilitySat can serve as bridge capacity for a customer that is waiting for a dedicated satellite, as an on-orbit spare, or as extra, surge capacity that can be brought in to supplement the broadband service we’re providing to one of our customers. There are acute needs as well — a natural disaster can wipe out terrestrial connectivity over a huge geographic area. One of the top priorities for first responders and during disaster relief is reliable comms on the ground. With multiple UtilitySats on orbit, Astranis can bring in extra capacity on incredibly short notice. Capacity that is compatible with existing, low-cost GEO ground terminals. In initial conversations with customers for UtilitySat, we’ve seen huge demand — these customers often want to lease the entire capacity of the satellite once they learn what UtilitySat can offer. Customers need all the capacity they can get, and new capacity that can be deployed on short notice is a huge deal and a huge departure from traditional GEO satellites. We see a future where customers will be able to call up extra capacity on demand to augment their existing capacity needs, and we’re making that future a reality. US Government applications The first UtilitySat mission will be a commercial one, but we are seeing enormous demand from both from commercial companies and from our government customers. The US Government has unique needs — Combatant Commanders need to be able to task dedicated satellites to specific AORs at a moment’s notice — and surge communications would give them a new tool in their toolbox, helping them win even in a contested environment. And more broadly speaking our military leaders have said the one priority in national security space is to add resiliency to our fleets, using larger numbers of smaller, flexible, and maneuverable satellites so we’re not dependent on just a handful of huge satellites in GEO. UtilitySat shows that Astranis can do just that. Not traditional GEO satellites UtilitySat is only possible because of Astranis’s unique technology — including our proprietary software–defined radio. The flexibility of having on-board digital signal processing allows us to build a standardized satellite design, and move a lot of what used to be done in hardware, into software. UtilitySat uses the standard Astranis MicroGEO platform, adding more frequency bands and some new software capabilities to make maximum use of the available spectrum, no matter where the satellite is on orbit. Traditional geostationary satellites are designed to sit in one orbital slot for up to 20 years, with a set of frequency bands that is hardwired in at the factory. Their single mission must be predetermined many years before they are launched. Astranis does not build traditional GEO satellites. From day one we knew there had to be a better way, and we’re doing it.

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Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?
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Elon just created the most valuable private company in history. And the VISION behind this move is going to win him the AI race. Yesterday, SpaceX and xAI combined in a $1.25 TRILLION deal, But this isn’t just a merger. Elon is literally solving AI’s biggest bottleneck: AI needs INSANE amounts of electricity. Every major AI company is hitting the same wall: Power constraints. OpenAI, Google, Anthropic are all racing to build bigger data centers. But they're all stuck on Earth fighting for the same limited power grid. Elon's solution: Move the data centers to SPACE. Last Friday, SpaceX filed with the FCC to launch up to 1 MILLION satellites. Not for internet. For compute. Solar-powered AI data centers in orbit that run 24/7 with zero cooling costs and unlimited energy from the sun. Look: On Earth, you need massive power plants, cooling systems, and infrastructure that costs billions and takes years to build. But in space? You have direct solar power. No cooling needed. Near-constant sunlight. According to Elon: "Within 2-3 years, space will be the lowest-cost way to generate AI compute." The numbers behind this are crazy: SpaceX made $8 billion profit on $15 billion revenue in 2025. xAI was valued at $230 billion standalone. Combined entity: $1.25 trillion heading into what could be the biggest IPO in history. And here's why this actually makes sense: SpaceX already dominates launches. 80% of their revenue comes from launching Starlink satellites. They've perfected reusable rockets. Launch costs keep dropping. Now instead of just launching communication satellites, they're launching compute infrastructure. xAI gets unlimited scalable compute without fighting for power grid access. SpaceX gets a customer that will need constant satellite refreshes and launches for decades. The vertical integration is incredible: SpaceX builds and launches the satellites. xAI runs the AI models on them. Grok gets trained on infrastructure no competitor can access. Starlink provides the communication backbone. Nobody else can replicate this. OpenAI can't launch rockets. Google can't either. What you have to understand about the upcoming IPO: This isn't just "rocket company goes public." It's "AI infrastructure company that happens to own the launch capability" goes public. Investors get exposure to both the AI race AND space commercialization in one ticker. That's why the $1.25 trillion valuation makes sense to Wall Street. Now here's the rational take: This is extremely ambitious. Maybe too ambitious. xAI is burning $1 billion per month right now competing with OpenAI. Space-based data centers have never been done at scale. The satellite constellation would be the largest in history by 100X. Technical challenges are massive. Regulatory approval isn't guaranteed. But if it works? Elon isn't just winning the AI race. He's changing WHERE the race happens. Imagine training AI models with 10X the compute power at 1/10th the cost because you're not constrained by Earth's power grid. That's game over for competition. The timeline to watch: Mid-2026: SpaceX/xAI IPO (largest in history) Late 2026: First orbital compute satellites launch 2027-2028: Proof of concept for space-based AI training If this actually delivers, we're looking at: The first trillion-dollar private company IPO. A new category of infrastructure (orbital compute). AI development unconstrained by terrestrial power limits. If it doesn't deliver? Well, it's still SpaceX with $8B in annual profit and dominance in launch services. Plus xAI with a $230B valuation and Grok. The risk-reward here is asymmetric. Downside: You own the world's most valuable rocket company. Upside: You own the infrastructure layer for all future AI development. Do you think datacenters in space could work?

Ricardo

78,824 Aufrufe • vor 6 Monaten

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 Aufrufe • vor 6 Monaten

WOW! INSANELY FAST WHISPER IS CHANGING HOW THE ZERO-HUMAN COMPANY WILL LEARN! We are now in another universe! In our tests we have just surpassed transcriptions to 180 minutes of audio in 75 seconds with a new mod we discovered by one of the co-CTOs at the company. This means we can consume for signals and AI training from the Audio world: Audio tapes Video tapes Films Live Commercial Radio Live Short Wave Radio Live Ham Radio Live CB Radio Podcasts Internet audio Internet live streaming Internet video And more… The bottleneck was nearly 1 for 1 time transcription: 10 minutes of audio took 10 minutes for a long time. Later on it was closer to 10 minutes of audio took 4 minutes. This changes today! We have now over 600 live radio streams we will transcribe and use for signal as AI training. Look, absolutely no one is doing AI training like this and we are the experts in this field as we have 17 years of live radio transcribed! We are excited and CEO Mr. Grok has “plans” that he is testing with the co-CTOs tonight. We will also look into putting this on the Zero-Human Company @ Home soon! Here is a sample of one station we are transcribing this evening: More soon!
2:14

WOW! INSANELY FAST WHISPER IS CHANGING HOW THE ZERO-HUMAN COMPANY WILL LEARN! We are now in another universe! In our tests we have just surpassed transcriptions to 180 minutes of audio in 75 seconds with a new mod we discovered by one of the co-CTOs at the company. This means we can consume for signals and AI training from the Audio world: Audio tapes Video tapes Films Live Commercial Radio Live Short Wave Radio Live Ham Radio Live CB Radio Podcasts Internet audio Internet live streaming Internet video And more… The bottleneck was nearly 1 for 1 time transcription: 10 minutes of audio took 10 minutes for a long time. Later on it was closer to 10 minutes of audio took 4 minutes. This changes today! We have now over 600 live radio streams we will transcribe and use for signal as AI training. Look, absolutely no one is doing AI training like this and we are the experts in this field as we have 17 years of live radio transcribed! We are excited and CEO Mr. Grok has “plans” that he is testing with the co-CTOs tonight. We will also look into putting this on the Zero-Human Company @ Home soon! Here is a sample of one station we are transcribing this evening: More soon!

Brian Roemmele

73,604 Aufrufe • vor 4 Monaten

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.
2:27

Elon Musk just confirmed the most INSANE IPO in history. SpaceX is going public in 2026. $1.5 TRILLION valuation. Raising $30+ billion. That's the biggest IPO ever made. Beating Saudi Aramco's $29 billion record from 2019. But here's what everyone's missing: This isn't about space tourism or Mars missions. Elon is literally about to win the entire AI race. And 99% of people have no idea how... Here's the problem killing every AI company right now: POWER. Oracle just reported earnings. They burned through $12 BILLION in one quarter building data centers. Their free cash flow? NEGATIVE $10 billion. Revenue missed estimates. Stock crashed 11%. Microsoft, Amazon, Google all scrambling to find enough electricity for AI training. The brutal math: The US generates 490 gigawatts of total power. AI is projected to need 123 gigawatts by 2035. That's a QUARTER of the entire electrical grid. Just for artificial intelligence. Goldman Sachs says AI energy demand could jump 165% by 2030. There is literally not enough power on Earth to run AI at the scale these companies are promising. Every data center needs massive cooling systems. Billions of gallons of water per year. Insane energy costs. And the infrastructure can't keep up. Elon's solution? Stop building on Earth entirely. SpaceX is building data centers in SPACE. Not a concept. Not 10 years out. Literally starting in 2026. They're upgrading Starlink V3 satellites to carry AI computing chips. Each satellite gets 24/7 solar power. No clouds. No night. No weather disruptions. No grid bottlenecks. And the insane part is that Starship can deliver 300 to 500 gigawatts of solar-powered AI satellites into orbit every single year. At 300 gigawatts per year, the AI computing power in space would exceed the entire U.S. economy's total electricity consumption within two years. Just from satellites. Processing in orbit. While Oracle is begging banks for loans to finish data centers and OpenAI is stuck in circular funding arrangements with Microsoft, Elon already owns everything: The rockets. The satellites. The launch infrastructure. The AI company (xAI). He doesn't need to ask utilities for permission. Doesn't need grid approvals from local governments. Doesn't need to build nuclear plants or wait for clean energy. He just launches. And everyone else is scrambling to catch up: Jeff Bezos sees it. Blue Origin announced they're building their own orbital data centers. Google just launched "Project Suncatcher" with plans to deploy AI satellites by 2027. Eric Schmidt, the former CEO of Google, literally BOUGHT an entire rocket company (Relativity Space) just to compete in this space. But they're all 3+ years behind Elon. SpaceX already has 6,000+ Starlink satellites in orbit. The infrastructure is built. The $30 billion from the IPO? Going straight into scaling orbital compute. SpaceX revenue is jumping from $15 billion in 2025 to $24 billion in 2026. Most of that from Starlink. Now add space-based AI infrastructure on top. Here's why this matters: Whoever controls orbital computing controls the AI revolution. And there's only ONE company on Earth with fully reusable rockets that can launch at the scale required. Jensen Huang, Nvidia's CEO, called space data centers "a dream." Translation: Nvidia is screwed if Elon actually pulls this off. Because if SpaceX succeeds, every AI company on the planet becomes Elon's customer. OpenAI needs compute? Running on SpaceX satellites. Google needs more capacity? Renting orbital infrastructure. Microsoft needs power? Paying SpaceX for launch and compute access. Elon won't just be in the AI race. He'll own the entire track everyone else is running on. The $1.5 trillion valuation sounds crazy until you realize what he's actually building. It's not a rocket company. It's the infrastructure layer for the next 50 years of computing. People calling it overvalued have no idea what's coming.

Ricardo

2,907,604 Aufrufe • vor 7 Monaten

Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by Kleiner Perkins. America has lost the ability to build, and we’re here to restore it. My co-founder, Noah McGuinness, and I left our jobs at SpaceX , where we worked on programs including Starship, Starshield, and Starlink, to build a company that will solve construction’s greatest challenges. Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build. That’s where TerraFirma comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries. We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars. We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects. This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts. We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us. Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey. Apply here:
1:31

Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by Kleiner Perkins. America has lost the ability to build, and we’re here to restore it. My co-founder, Noah McGuinness, and I left our jobs at SpaceX , where we worked on programs including Starship, Starshield, and Starlink, to build a company that will solve construction’s greatest challenges. Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build. That’s where TerraFirma comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries. We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars. We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects. This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts. We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us. Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey. Apply here:

Noah Schochet

2,274,071 Aufrufe • vor 21 Tagen

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.
30:32

The sun produces more energy in one second than humanity has used in its entire existence. SpaceX thinks the only way to actually use more of it is to leave Earth. Here's why Elon Musk is racing to build data centers in space: 1. Musk frames civilizational progress using the Kardashev scale, a measurement created by a Russian physicist that ranks civilizations by how much energy they can harness. Type one means harnessing a planet's full energy, type two means harnessing a star's energy, and type three means harnessing a galaxy's energy. 2. Right now, humanity registers as essentially nonexistent on this scale. We harness less than a trillionth of the sun's total power output. Musk says we are not even at the level of a micro soul on the scale. 3. The sun makes up 99.86 percent of all mass in the entire solar system. Earth is so small in comparison that it falls into the leftover miscellaneous category alongside everything that is not the sun or Jupiter. 4. Only about half a billionth of the sun's energy even reaches Earth's cross section, and most of that cannot be used because 70 percent of Earth is covered in water, and much of the remaining land is uninhabitable terrain like Antarctica and Siberia. 5. To meaningfully climb the Kardashev scale, humanity has to go to space. Reaching even one millionth of the sun's total energy output would require increasing civilizational energy use by more than a million times current levels. 6. Getting to just 1 percent of the sun's energy would make a civilization vastly more powerful than ours is today. Musk says even reaching that level would represent an extremely advanced civilization. 7. Three core requirements stand between humanity and this goal: mass to orbit capability, a massive amount of solar power, and enough AI chips to actually use that power. 8. Starship solves the mass to orbit problem. It is designed to be the first rocket in history with full and rapid reusability, a breakthrough Musk calls absolutely necessary for making life multi-planetary and for ascending the Kardashev scale at all. 9. Reusability is the same principle behind every successful mode of transport. Cars, planes, boats, and bicycles are all reusable. If airplanes were thrown away after every flight, flying would be far too expensive for anyone to use. 10. Starship is already the largest, heaviest, and most powerful flying object ever built. Version 3 produces more than double the thrust of the Saturn V moon rocket, and version 4 is expected to produce nearly three times that thrust. 11. SpaceX currently delivers between 85 and 90 percent of all mass that reaches orbit from Earth using Falcon 9 and Falcon Heavy. With Starship, the company aims to scale mass to orbit from roughly 2,500 tons a year to millions of tons a year within about three years. 12. The proposed AI satellites are actually simpler to build than Starlink satellites. They mainly need solar cells, radiators, and laser links, without the complex phased array and parabolic antennas that Starlink satellites require. 13. The first version of the SpaceX AI satellite targets 150 kilowatts of peak power and 120 kilowatts of sustained power, roughly matching the output of a single Nvidia GB300 compute rack here on Earth. 14. These satellites will connect to each other through laser links and to the Starlink constellation, which then relays data to the ground. Despite orbiting 600 to 800 kilometers above Earth, the added latency is roughly only 3 milliseconds. 15. Heat management in space is actually easier than on Earth because radiators can simply release heat directly into the vacuum, removing the need for the massive cooling infrastructure required by ground based data centers. 16. SpaceX already operates around 10,000 Starlink satellites and claims to be the only company with real experience safely operating constellations at that scale, which gives them a head start in managing potentially thousands or even up to a million AI satellites. 17. To actually scale chip production to the levels needed, SpaceX is planning what it calls a Terafab, a chip manufacturing facility expected to span roughly 100 million square feet, about ten times the size of the existing Tesla Gigafactory in Texas. 18. The rough timeline targets reaching an annualized rate of 1 gigawatt of space based AI compute by the end of next year, scaling by roughly 10x per year afterward, eventually aiming for a terawatt per year, which is twice the entire current electricity consumption of the United States. 19. To push three orders of magnitude beyond even that terawatt goal, Musk describes building a mass driver on the moon, an electromagnetic rail gun style system that uses the moon's lack of atmosphere and lower gravity to launch satellites into space without needing a rocket at all. 20. Musk frames the long term vision in deeply personal terms. If enough mass and infrastructure eventually moves to the moon, it would become accessible enough that almost anyone who wants to go could go, and potentially even live there permanently. Follow Brad if you want more content on business, mindset & life changing ideas.

Brad

12,955 Aufrufe • vor 1 Monat

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.
3:04

$ASTI Ascent Solar Technologies Space and Drone Solar Panels The "Going to Zero" or Mispriced Space/Drone Solar Play Intro and comparison to $RKLB and $RDW panels Let’s get the ugly stuff out of the way first. $ASTI is a distressed penny stock with a ~$5M-$10M market cap. • They burn millions in cash. • 2024 Revenue: ~$40k. 2025 Revenue (YTD): ~$60k. • They generate less revenue than a single Tesla Model Y. • They have diluted shareholders relentlessly. $ASTI just raised $2M in December with the potential of $3.5M more via warrants while being a ~$5M mcap "company". Yikes. To most, this is "uninvestable trash." Stay away. Full stop. So why did I buy ~5% of the float? IF the technology works and IF they execute then I believe this is a massive market pricing dislocation about to inflect. They have been grinding for years and may finally be hitting an inflection point. $RKLB Rocketlab is the king of space solar and they are my second largest position overall, but here is why $ASTI might be a very high risk but asymmetric bet in Space & Defense right now. 1. The Tech Pivot: Flexible CIGS vs. The World Ascent started in 2005 but pivoted 2 years ago from consumer to pure-play Space & Defense. They have sunk ~$250M and 20 years of R&D into proprietary CIGS (Copper-Indium-Gallium-Selenide) thin-film technology while building out fully domestic and vertically integrated manufacturing capabilities. The Physics: • Thickness: 0.03 mm (Thinner than paper). • Flexibility: Wraps around drones/satellites; rolls up like a poster. • Durability: "Self-Healing" capabilities against space radiation. Can take a bullet or micrometeoroid and keep working. Can handle shocks/vibration. Does not shatter. The Metric that Matters: Specific Power (W/kg) (aka energy to weight ratio) In space, mass means cost and difficult decision decisions. • Rocket Lab ($RKLB) / Spectrolab: ~150 W/kg (System level). • Ascent Solar ($ASTI): ~1,960 W/kg (Module level). $ASTI is roughly 10x lighter for the same power output potential (mass-wise). This frees up design limitations and cost. 2. The Competition: $RKLB & $RDW Rocket Lab (SolAero) & Redwire (iROSA): • Tech: Rigid Crystal Cells (Multi-junction) embedded in a fabric mesh. • Pros: Extreme Efficiency (~30%+). Perfect for limited surface area. • Cons: Heavy, Brittle, Expensive ($3k-$10k per Watt). Manufacturing multi-junction cells (SolAero) involves slowly growing crystals in a vacuum chamber. With radiation the panels degrade and loose efficiency over time which will limit the satellite lifespan. • Use Case: James Webb Telescope, Flagship missions. Ascent Solar (ASTI): • Tech: Flexible Thin-Film on Plastic. • Pros: Ultra-light, Durable, Cheap ($500-$1k per Watt). Manufacturing CIGS is roughly similar to printing newspapers (roll-to-roll). The panels are radiation degradation resistant and will outlive the satellite • Cons: Lower Efficiency (~17.5%). Requires 2x surface area. • Use Case: Mega-Constellations (Starlink/Amazon Leo), Small/Low cost satellites, Drones, Deformable surfaces. The lower efficiency is not an ASTI failing. It is the inherent physics trade-off of not using glass/rigid silicone. The downside however is increased atmospheric drag with very larger/massive panel sheets. Because ASTI modules are ~50% less efficient than rigid panels, they require ~2x the physical surface area to generate the same amount of power. In GEO (High Orbit): Drag doesn't matter. Weight savings are king. A massive solar array allows for more sensors and longer project lifespan. ASTI is highly competitive here. In LEO (Low Orbit): Atmospheric drag is real. A massive solar array acts like a large parachute, causing the satellite to de-orbit faster unless it burns more fuel to stay up. At LEO, smaller satellites are a better fit for ASTI. 3. Durability & Radiation "Self-Healing" Radiation Hardness This is ASTI's "Ace in the Hole" for physics. The Problem: In space, high-energy protons (radiation) smash into solar cells, creating atomic "defects" that trap electrons. Over time, this kills the panel's power output (degradation). The CIGS Advantage: CIGS (Copper-Indium-Gallium-Selenide) material has a unique property where heat (annealing) allows the atomic structure to relax and "heal" these defects. Self-Healing: Because CIGS heals at relatively low temperatures (often achieved just by the sun heating the panel), it suffers significantly less degradation than traditional Silicon or even some GaAs panels over long missions in high-radiation belts (like MEO or GEO). Lifespan: While a rigid GaAs panel might lose 15-20% of its power over 15 years (enough to kill a satellite), CIGS panels heal and can maintain a flatter power curve, potentially outlasting the satellite itself in high-radiation orbits. 4. Brittleness & Flexibility ASTI (CIGS on Polyimide): Flexible. You can roll it like a poster. It can take a bullet or micrometeoroid and the hole will just be a dead spot; the rest of the panel keeps working. It does not shatter. Redwire (ROSA) & Rocket Lab (SolAero): Brittle Cells on a Flex Blanket. $RDW's ROSA (Roll-Out Solar Array) typically uses rigid multi-junction cells (made by SolAero/Rocket Lab or Spectrolab) mounted on a flexible mesh fabric. The Risk: If you bend the cells too far, they crack. They rely on the mesh backing for flexibility, but the active generating material is still a brittle crystal wafer. Much heavier, more expensive, and less durable than $ASTI's option 5. The Inflection Point (Why Now?) After years of silent struggle, late 2025 has seen an explosion of activity. Recent Agreements (Nov/Dec 2025): NovaSpark: Hydrogen-powered military drones. $ASTI panels generate power in the field → NovaSpark creates hydrogen fuel. CisLunar Industries: Integrating ASTI solar with power conversion hardware for deep space longevity. Defiant Space: A strategic alliance to act as the "door opener" for classified DoD/NATO programs. More headlines: Ascent Solar Technologies Provides Leading Space Company with Thin-Film PV modules for Spacecraft Power Generation Testing in Cislunar Space December 03, 2025 08:00 ET Ascent Solar Technologies Delivers Thin-Film PV for Saltwater Environment Durability and Space-Based Power Beaming Testing October 14, 2025 08:00 ET Ascent Solar Enters Teaming Agreement with Emtel Energy USA to Advance Thin-Film PV Energy Storage Capabilities September 16, 2025 08:00 ET Ascent Solar Technologies Signs MOU with Star Catcher Industries to Improve Power Capabilities for Thin-Film Solar Technology in Space August 28, 2025 08:00 ET Ascent Solar Technologies Establishes Rapid Thin-Film PV Delivery Process to Provide Customized Space Solar Products Ahead of Schedule on Mission Enabling Timelines August 07, 2025 08:00 ET The Pipeline (From Aug Corporate Presentation) 18 new NDA's signed in 2025. They are field testing with 3 major players: • Company A: Mega-constellation (+2,500 satellites). • Company B: Space Defense (Explicitly mentioned "Golden Dome"). • Company C: Satellite Manufacturer (30-200 unit scale). Management: New board members include a former founding member of SpaceX and a retired Air Force General and Deputy Assistant Secretary for Contracting (acquisitions expert). The company started in 2005 based out of Colorado, but two years ago pivoted to Space & Defense and away from consumer applications. Made in USA: Defense contracts heavily favor domestic supply chains. ASTI manufactures in Colorado. This is a huge moat against cheap Chinese solar. In their Q3 report they note that their market has seen sudden recent acceleration. The space solar industry is currently only capable of 8 to 12 MW per year of production meanwhile the demand is growing to over 100 MW per year. 6. The Risk (The Sword of Damocles) ⚠️ This is critical. $ASTI just raised ~$2M in December. Attached to that raise are ~2 Million Warrants with a strike price of $1.70. These are exercisable immediately. If the stock rips to $3.00, warrant holders exercise at $1.70 and dump on the market for a risk-free 76% profit. This creates a massive "sell wall" and potential 40% dilution of the float. Summary: This is a binary bet. • Bear Case: They run out of cash in 6 months, dilution spirals, stock goes to $0. • Bull Case: They land one of the "Company A/B/C" contracts. Revenue jumps from $60k to projected $20M+ in 2026. The stock reprices from a "bankrupt penny stock" to a "critical defense/space supplier." I have gradually accumulated ~5% of the float. I am ready for it to go to zero. But if the space economy demands "Cheap, Light, and Durable," $ASTI is the only public pure-play. Disclaimer: This is a very high-risk microcap. Do your own due diligence. Not financial advice.

YeahDave

208,349 Aufrufe • vor 7 Monaten

We sat down with Philip Johnston, co-founder and CEO of Starcloud, at MIT to discuss why the future of data centers might be in space. After graduating Y Combinator less than 2 years ago, Starcloud just raised an impressive $170M Series A at a $1.1B valuation led by Benchmark and EQT Ventures & Growth. The conversation covers everything from solar physics and cooling systems to GPU economics, radiation hardening, launch costs, and satellite design. Philip also shares what it takes to build a unicorn deeptech startup. We discuss his experience with YC, the skepticism around their demoday launch, and the crazy last minute race to get Starcloud’s first satellite onboard their scheduled Falcon flight. Full episode is here on X and at any of the links below (see comment). Timestamps: 00:00 - Intro 01:12 - What is Starcloud? 02:44 - Why do data centers need to go to space? 06:15 - Can’t we just build more solar panels on earth? 11:10 - Economic analysis of Starcloud 19:56 - How does Starcloud’s cooling work? 28:26 - Training an LLM in space 32:07 - Addressing critics on space Twitter 34:23 - Is Starcloud overfunded? 35:59 - Will demand for data centers keep going up? 38:11 - GPU lifespan and disposal in space 39:47 - Bus structures 41:43 - Starcloud’s origin and founders 49:29 - Fundraising, Competition, and Meeting Expectations 53:29 - Satellite size and collisions 56:29 - Manufacturing Bottlenecks 1:00:20 - Starcloud 1 tests 1:01:57 - Acceleration after YC 1:03:43 - Testing on Earth 1:05:06 - Motivations for Starcloud 1:06:45 - Data centers on the Moon 1:08:12 - Interacting with AI companies 1:08:18 - What’s next for Starcloud? 1:14:01 - Other uses for Starcloud satellites 1:17:56 - Lunar hotels and space elevators 1:24:28 - Complementary business ideas to Starcloud 1:29:51 - Philip’s competitive twin 1:32:18 - Philip and Mike’s thoughts on YC 1:36:04 - Advice for young entrepreneurs Elon Musk Scott Manley Kyle Hill Hank Green
1:37:33

We sat down with Philip Johnston, co-founder and CEO of Starcloud, at MIT to discuss why the future of data centers might be in space. After graduating Y Combinator less than 2 years ago, Starcloud just raised an impressive $170M Series A at a $1.1B valuation led by Benchmark and EQT Ventures & Growth. The conversation covers everything from solar physics and cooling systems to GPU economics, radiation hardening, launch costs, and satellite design. Philip also shares what it takes to build a unicorn deeptech startup. We discuss his experience with YC, the skepticism around their demoday launch, and the crazy last minute race to get Starcloud’s first satellite onboard their scheduled Falcon flight. Full episode is here on X and at any of the links below (see comment). Timestamps: 00:00 - Intro 01:12 - What is Starcloud? 02:44 - Why do data centers need to go to space? 06:15 - Can’t we just build more solar panels on earth? 11:10 - Economic analysis of Starcloud 19:56 - How does Starcloud’s cooling work? 28:26 - Training an LLM in space 32:07 - Addressing critics on space Twitter 34:23 - Is Starcloud overfunded? 35:59 - Will demand for data centers keep going up? 38:11 - GPU lifespan and disposal in space 39:47 - Bus structures 41:43 - Starcloud’s origin and founders 49:29 - Fundraising, Competition, and Meeting Expectations 53:29 - Satellite size and collisions 56:29 - Manufacturing Bottlenecks 1:00:20 - Starcloud 1 tests 1:01:57 - Acceleration after YC 1:03:43 - Testing on Earth 1:05:06 - Motivations for Starcloud 1:06:45 - Data centers on the Moon 1:08:12 - Interacting with AI companies 1:08:18 - What’s next for Starcloud? 1:14:01 - Other uses for Starcloud satellites 1:17:56 - Lunar hotels and space elevators 1:24:28 - Complementary business ideas to Starcloud 1:29:51 - Philip’s competitive twin 1:32:18 - Philip and Mike’s thoughts on YC 1:36:04 - Advice for young entrepreneurs Elon Musk Scott Manley Kyle Hill Hank Green

632nm

46,599 Aufrufe • vor 4 Monaten

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.
2:27

SpaceX is about to shatter the largest IPO record in history. Not by a little. By more than double. The previous record was $29 billion. SpaceX is targeting $75 billion. Two months ago the number was $50 billion. Last week it was $70 billion. Now $75 billion. The filing has not even happened yet. Every time the market recalculates what SpaceX actually is, the answer gets bigger. Goldman Sachs. JPMorgan. Bank of America. Morgan Stanley. All lined up as underwriters. Target date: mid-June 2026. Target valuation: $1.75 trillion. That would make SpaceX larger than Meta. Larger than Tesla. Larger than every company on Earth except five. This is not some startup bleeding cash and calling it strategy. SpaceX made $8 billion in profit last year on $16 billion in revenue. They do not need the money. They are raising it because what comes next costs more than profit can fund at the speed they intend to move. Musk: “There just is no way to do a terawatt per year on Earth.” He ran the math on stage with Jensen Huang. Three hundred gigawatts of AI compute per year would consume two-thirds of all US electricity production. Not total energy. Just electricity. And three hundred gigawatts is not even the target. A terawatt is. More than three times that. Building enough power plants is not difficult. It is not expensive. It is physically impossible. Musk: “You have to do that in space.” Not should. Not could. Have to. Earth does not have the power. Cannot build it fast enough. Cannot cool the hardware. Not within a decade. Not at all. The bottleneck is not silicon. Not software. Not data. It is the planet itself. Musk: “You don’t actually need batteries because it’s always sunny in space. And the solar panels become cheaper because you don’t need glass or framing. And the cooling is just radiative.” No batteries. No night cycle. No weather. Just uninterrupted solar hitting bare panels in a vacuum. Heat dissipates on its own. Huang: “Each one of these GB300 racks is two tons. 1.95 of it is probably for cooling.” Ninety-seven percent of the weight of a supercomputer rack exists to keep it from overheating. Move it to space and that weight vanishes. The machine shrinks to something small enough to launch by the thousands. Running on free energy. Cooled by nothing. Musk: “I think even perhaps in the four or five year time frame, the lowest cost way to do AI compute will be with solar-powered AI satellites.” Not fifty years. Not twenty. Five. The cheapest AI compute on Earth will not be on Earth. It will be in orbit. And only one company can put it there at the cost and cadence required. That is what the market is pricing. Not a rocket company. The only organization on Earth capable of moving intelligence infrastructure off of it. Huang heard the pitch. The math. The timeline. Huang: “That’s the dream.” Musk: “Yes.” A trillion watts of compute. Powered by the Sun. Cooled by space. Launched by SpaceX. Every company building AI on the ground is building under the same ceiling. The atmosphere.

Dustin

44,710 Aufrufe • vor 4 Monaten

🔊 Elon Musk did a live phone interview earlier today with a guest host of the Sean Hannity radio program, discussing his latest SpaceX timelines. I only caught about the last 5 minutes of it: “The best 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 Earth is. We’re very, very tiny. We only receive about half a billionth of The Sun’s energy. So if you really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute— without, ya know, using up all the land on Earth— is to do so in space. And then you can do it without using up space for power & water on Earth. You can just do it in space, so… I think we will probably be launching our first AI satellites next year and then we will probably be able to do that, I think, at large scale in about two years. Yeah, well, I’ve always had the philosophy that everyone at the company should receive stock in the company so that they can participate in the upside of the company and it’s great for aligning incentives as well, so as the company prospers, then the people at the company— the employees — also prosper, so that’s just been, ya know, my philosophy from Day 1 is just to make sure everyone gets stock in the company, so there are, I think, several thousand people who’ve been – it’s not just one welder – it’s several thousand people who were, you know, working on the production line and started at the company relatively early… then probably their stock is worth over $1 million at this point “Yeah, so, Mars is much harder to get to than the moon and you can only travel to Mars roughly every two years. So Earth and Mars align such that you can travel to Mars only once every 26 months. So that makes it a lot harder than the moon where you can go to the moon pretty much anytime and it only takes a few days to get to the moon whereas it takes about six months to get to Mars. So that’s why we can do the moon faster than we can do Mars. But I think, probably, if things go well, we can probably send the first people to Mars in about five years, and then rapidly increase the cadence of sending people to Mars thereafter, so every two years we could dramatically increase the number of ships going to Mars and, ya know, hopefully in a 10 or 12 year timeframe we’ve sent thousands of people to Mars.”
4:24

🔊 Elon Musk did a live phone interview earlier today with a guest host of the Sean Hannity radio program, discussing his latest SpaceX timelines. I only caught about the last 5 minutes of it: “The best 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 Earth is. We’re very, very tiny. We only receive about half a billionth of The Sun’s energy. So if you really think of Earth as being like a tiny dust mote in a vast darkness. So the way to expand compute— without, ya know, using up all the land on Earth— is to do so in space. And then you can do it without using up space for power & water on Earth. You can just do it in space, so… I think we will probably be launching our first AI satellites next year and then we will probably be able to do that, I think, at large scale in about two years. Yeah, well, I’ve always had the philosophy that everyone at the company should receive stock in the company so that they can participate in the upside of the company and it’s great for aligning incentives as well, so as the company prospers, then the people at the company— the employees — also prosper, so that’s just been, ya know, my philosophy from Day 1 is just to make sure everyone gets stock in the company, so there are, I think, several thousand people who’ve been – it’s not just one welder – it’s several thousand people who were, you know, working on the production line and started at the company relatively early… then probably their stock is worth over $1 million at this point “Yeah, so, Mars is much harder to get to than the moon and you can only travel to Mars roughly every two years. So Earth and Mars align such that you can travel to Mars only once every 26 months. So that makes it a lot harder than the moon where you can go to the moon pretty much anytime and it only takes a few days to get to the moon whereas it takes about six months to get to Mars. So that’s why we can do the moon faster than we can do Mars. But I think, probably, if things go well, we can probably send the first people to Mars in about five years, and then rapidly increase the cadence of sending people to Mars thereafter, so every two years we could dramatically increase the number of ships going to Mars and, ya know, hopefully in a 10 or 12 year timeframe we’ve sent thousands of people to Mars.”

James Stephenson

914,167 Aufrufe • vor 26 Tagen

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.
31:08

elon musk just sat down with his SpaceX team and explained exactly how they're going to turn humanity into a kardashev type 2 civilization it's one of the most insane things i've ever watched: 1. humanity currently uses less than one trillionth of the sun's energy output. a trillion is a million times a million. on the kardashev scale, the one physicists use to measure how advanced a civilization actually is, we are not even registering. we are effectively non-existent. 2. starship is the first rocket in history designed to be fully reusable. every other mode of transport, cars, planes, ships, bicycles, you take reusability for granted. rockets have always been thrown away after one use. if you had to throw away the plane after every flight, almost nobody would be flying. 3. spacex currently launches 85 to 90% of all mass to orbit on earth. the rest of the world, including most of the us, accounts for maybe 5 to 7%. that's before starship even gets going. 4. the plan is to go from 2,500 tons to orbit per year to a million tons per year. in roughly 3 years. that's not a projection. that's the internal target. 5. data centers are moving to space. by end of next year spacex is targeting 1 gigawatt of ai compute in orbit. then 10x every year after that. 10 gigawatts in 2.5 years. 100 gigawatts in 3.5 years. a terawatt eventually, which is twice the entire electricity consumption of the united states. 6. the ai satellite is actually simpler to build than a starlink satellite. it's mostly solar panels, a radiator, and a rack of gpus. the hard part was already solved building starlink. they're just making it bigger. 7. latency from orbit is about 3 milliseconds. light travels 300 km per millisecond. some people assume orbital compute means high latency. it doesn't. it's 3 milliseconds away. 8. the terafab will be 100 million square feet. ten times the size of the tesla gigafactory texas. the entire global chip industry is on track to hit maybe 100 gigawatts of ai compute per year. a terawatt requires a completely different order of manufacturing. that's why they're building it themselves. 9. to go beyond a terawatt you have to go to the moon. no atmosphere. one-sixth earth's gravity. you manufacture solar panels and radiators directly from moon materials. then you launch ai satellites into deep space using an electromagnetic rail gun. no rocket needed. musk calls this the mass driver. this is the next step on the actual roadmap. 10. if enough mass is going to the moon to run a rail gun operation at that scale, it also means regular people can go. musk's exact words: "i think everyone should go to the moon at least once." 11. the ai satellite has about a terabit of laser link connectivity. it connects to the starlink constellation which then sends data to the ground using frequencies that penetrate clouds and even roofs. the connection never drops regardless of weather. 12. the reference design for the first ai satellites is built around nvidia rubin and GB300 chips. but the architecture is open. google TPUs, amazon trainium, any chip can go up. spacex is building the infrastructure, not locking in the compute. 13. spacex is the only operator on earth with experience running a constellation at the scale of 10,000 satellites. nobody else is even close. that operational knowledge is a moat that cannot be replicated quickly.

Jaynit

78,177 Aufrufe • vor 1 Monat

So did Neil deGrasse Tyson’s mentor, Carl Sagan prefer non-government exploration and colonization of space? A robust and emphatic, yes. But Neil has somehow concluded a private company funding to space is of no financial value and should be done through government programs that has kept humans grounded since Apollo. Neil has done significant damage to himself and popularization of science in general and I am more than disappointed. So I am speaking up. Here are the receipts: Sailing The Seas Of The Cosmic Oceans The Planetary Society’s Solar Sail Launch was a private funded space launch. I know Nevis not only did I donate to make this happen a number of us met with the team to think out the process. Carl Sagan, the renowned astrophysicist, cosmologist, and science communicator, made significant waves in the scientific and space exploration communities when he announced his intention to pursue the development of solar sail technology using private funds in collaboration with Russian spaceflight capabilities. Solar sails, which harness the momentum of photons from sunlight to propel spacecraft, had long been a topic of interest for Sagan, who recognized their potential for enabling long-term, low-cost exploration of the solar system and beyond. The concept of solar sailing dates back to the early 20th century, but it gained public attention during the 1970s and 1980s, thanks in part to Sagan’s advocacy. He often discussed the promise of solar sails in making space exploration more sustainable and accessible. His vision for a solar sail program crystallized in the 1990s, during a period of renewed interest in private-public partnerships and international collaboration in space exploration. Sagan’s announcement marked a major turning point in the movement to make solar sail technology a reality. In the early 1990s, Sagan began to explore the idea of privately funding a solar sail spacecraft. At the time, NASA and other national space agencies were constrained by tight budgets, making it difficult to prioritize experimental technologies like solar sails. Sagan and supporters, proposed that private financing could circumvent these limitations and accelerate progress. Sagan reached out to Russian space agencies, which had decades of expertise in rocketry and a surplus of launch vehicles following the dissolution of the Soviet Union. By 1994, Sagan had partnered with the Planetary Society, an organization he co-founded in 1980, to spearhead the development of a solar sail mission. The project: a lightweight spacecraft equipped with reflective sails that could demonstrate the feasibility of solar propulsion. With funding secured from private donors and philanthropic organizations, the program quickly gained momentum. In parallel, Sagan and his team negotiated with Russian aerospace contractors to secure a launch vehicle. The Russian space program, eager to find new applications for its technology, agreed to provide a converted missile as the launch platform for the solar sail mission. By 1995, initial designs for the solar sail spacecraft had been completed. The spacecraft, later named "Cosmos 1," was designed to use ultra-thin reflective materials to capture the momentum of sunlight. Testing of the sail and deployment mechanisms took place in the mid-1990s. Tragically, Carl Sagan passed away in December 1996, before he could see the project come to fruition. By 1999, construction of the Cosmos 1 spacecraft was completed, and the launch was scheduled to take place in 2001 using a Russian Volna rocket. While the initial launch attempt failed due to a malfunction in the rocket’s booster, the project inspired further advancements in solar sail technology with successful missions by organizations like NASA and JAXA in subsequent years. Carl’s vision lives on with the private funding efforts of Elon Musk. We endeavor to be bold to venture past humanity’s largest mountain on promethean fire. With Godspeed…
1:39

So did Neil deGrasse Tyson’s mentor, Carl Sagan prefer non-government exploration and colonization of space? A robust and emphatic, yes. But Neil has somehow concluded a private company funding to space is of no financial value and should be done through government programs that has kept humans grounded since Apollo. Neil has done significant damage to himself and popularization of science in general and I am more than disappointed. So I am speaking up. Here are the receipts: Sailing The Seas Of The Cosmic Oceans The Planetary Society’s Solar Sail Launch was a private funded space launch. I know Nevis not only did I donate to make this happen a number of us met with the team to think out the process. Carl Sagan, the renowned astrophysicist, cosmologist, and science communicator, made significant waves in the scientific and space exploration communities when he announced his intention to pursue the development of solar sail technology using private funds in collaboration with Russian spaceflight capabilities. Solar sails, which harness the momentum of photons from sunlight to propel spacecraft, had long been a topic of interest for Sagan, who recognized their potential for enabling long-term, low-cost exploration of the solar system and beyond. The concept of solar sailing dates back to the early 20th century, but it gained public attention during the 1970s and 1980s, thanks in part to Sagan’s advocacy. He often discussed the promise of solar sails in making space exploration more sustainable and accessible. His vision for a solar sail program crystallized in the 1990s, during a period of renewed interest in private-public partnerships and international collaboration in space exploration. Sagan’s announcement marked a major turning point in the movement to make solar sail technology a reality. In the early 1990s, Sagan began to explore the idea of privately funding a solar sail spacecraft. At the time, NASA and other national space agencies were constrained by tight budgets, making it difficult to prioritize experimental technologies like solar sails. Sagan and supporters, proposed that private financing could circumvent these limitations and accelerate progress. Sagan reached out to Russian space agencies, which had decades of expertise in rocketry and a surplus of launch vehicles following the dissolution of the Soviet Union. By 1994, Sagan had partnered with the Planetary Society, an organization he co-founded in 1980, to spearhead the development of a solar sail mission. The project: a lightweight spacecraft equipped with reflective sails that could demonstrate the feasibility of solar propulsion. With funding secured from private donors and philanthropic organizations, the program quickly gained momentum. In parallel, Sagan and his team negotiated with Russian aerospace contractors to secure a launch vehicle. The Russian space program, eager to find new applications for its technology, agreed to provide a converted missile as the launch platform for the solar sail mission. By 1995, initial designs for the solar sail spacecraft had been completed. The spacecraft, later named "Cosmos 1," was designed to use ultra-thin reflective materials to capture the momentum of sunlight. Testing of the sail and deployment mechanisms took place in the mid-1990s. Tragically, Carl Sagan passed away in December 1996, before he could see the project come to fruition. By 1999, construction of the Cosmos 1 spacecraft was completed, and the launch was scheduled to take place in 2001 using a Russian Volna rocket. While the initial launch attempt failed due to a malfunction in the rocket’s booster, the project inspired further advancements in solar sail technology with successful missions by organizations like NASA and JAXA in subsequent years. Carl’s vision lives on with the private funding efforts of Elon Musk. We endeavor to be bold to venture past humanity’s largest mountain on promethean fire. With Godspeed…

Brian Roemmele

669,665 Aufrufe • vor 1 Jahr

Excited to share that we’ve raised $300M in our Series B round, led by Radical Ventures, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. Radical Ventures, Adobe, Alpha Partners, Amazon and Amazon Web Services, Atreides Management, LP, Benchmark, eBay, NVIDIA, Sequoia Capital, Toyota USA, @valorep, oren zeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO Dean Leitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.
7:30

Excited to share that we’ve raised $300M in our Series B round, led by Radical Ventures, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. Radical Ventures, Adobe, Alpha Partners, Amazon and Amazon Web Services, Atreides Management, LP, Benchmark, eBay, NVIDIA, Sequoia Capital, Toyota USA, @valorep, oren zeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO Dean Leitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.

Decart

96,393 Aufrufe • vor 2 Monaten

Milestone! We (robotic arms for gadgets assembly) finished the first commercial order, which brought the first revenue. Here are some learnings from this: The customer was a smart toy manufacturer. The task was to add a heatsink to Raspberry Pi. We received parts from them and returned the assembled modules back. Currently, it's done by teleoperation. Later it will be done by a remote employee via the Internet. Then it will be automated action by action, reducing the operator's time on this and making the task profitable. ps. If you have an assembly task that we can do for you asynchronically - leave a comment below. Learning 1. It's possible! This task which is usually done by the human arm with 5 fingers can be done with a two-finger gripper with the addition of a couple of simple tooling. The task was not simplified. We peeled off thin films from stickers, unpacked paper boxes, moved PCB boards full of components, etc. And no unsolvable problems have been encountered yet. Challenges: 1) The paper box shifted during the opening Solved with the plastic walls that you can lean against 2) Heat pad, stuck to the gripper instead of heat sync. Can be solved by gripper with a pump, but this time solved with the patience of the operator 3) The film on the pad is very thin. Turned out that sub-millimeter arm precision is enough to peel it off with just a regular gripper. 4) The working area has not enough space. You'll only know this by doing real tasks in bulk. This could be solved by an extra pair of long arms, but in this case, solved with the patience of the operator. I think that in the end, we will have 5-10 types of universal tooling and 5-10 types of grippers to solve almost all the problems in such assembly tasks. Learning 2. It's slow. It took 5 times more time, than doing it with human hands. But the good news is there's a lot of room for improvement. We now have specific “time for task” metrics, which we will decrease with iterations. The main reasons for slowness: 1) To rotate the gripper to a steep angle you are forced to control one robot arm with two hands instead of using both arms. We can fix this by just making more room for rotations. 2) Grabbing PCB board with two arms is hard. A slight difference in rotation can break the board, and it's hard to control these angles visually. To solve this, the best way is to use force feedback so you can feel the pressure applied to the item. 3) Accuracy and steadiness is still can be improved We will try a metal version and double the motors to do this. 4) It is physically difficult for the human hands to move with such precision To solve this, we will add a pad for the hands like in surgical robots Learning 3. It's a good business model The "Factory in the cloud" is a good business model for this stage. You send us parts and we send back assembled modules. Currently, it's more convenient than sending a robot to your place, as we can iterate/fix the robot quickly and utilize it 100% of the time. When we polish the set-up over time - we can send robots to your place. So if we can assemble something for you in the USA with Chinese prices by using modern automation - leave a comment below.
0:48

Milestone! We (robotic arms for gadgets assembly) finished the first commercial order, which brought the first revenue. Here are some learnings from this: The customer was a smart toy manufacturer. The task was to add a heatsink to Raspberry Pi. We received parts from them and returned the assembled modules back. Currently, it's done by teleoperation. Later it will be done by a remote employee via the Internet. Then it will be automated action by action, reducing the operator's time on this and making the task profitable. ps. If you have an assembly task that we can do for you asynchronically - leave a comment below. Learning 1. It's possible! This task which is usually done by the human arm with 5 fingers can be done with a two-finger gripper with the addition of a couple of simple tooling. The task was not simplified. We peeled off thin films from stickers, unpacked paper boxes, moved PCB boards full of components, etc. And no unsolvable problems have been encountered yet. Challenges: 1) The paper box shifted during the opening Solved with the plastic walls that you can lean against 2) Heat pad, stuck to the gripper instead of heat sync. Can be solved by gripper with a pump, but this time solved with the patience of the operator 3) The film on the pad is very thin. Turned out that sub-millimeter arm precision is enough to peel it off with just a regular gripper. 4) The working area has not enough space. You'll only know this by doing real tasks in bulk. This could be solved by an extra pair of long arms, but in this case, solved with the patience of the operator. I think that in the end, we will have 5-10 types of universal tooling and 5-10 types of grippers to solve almost all the problems in such assembly tasks. Learning 2. It's slow. It took 5 times more time, than doing it with human hands. But the good news is there's a lot of room for improvement. We now have specific “time for task” metrics, which we will decrease with iterations. The main reasons for slowness: 1) To rotate the gripper to a steep angle you are forced to control one robot arm with two hands instead of using both arms. We can fix this by just making more room for rotations. 2) Grabbing PCB board with two arms is hard. A slight difference in rotation can break the board, and it's hard to control these angles visually. To solve this, the best way is to use force feedback so you can feel the pressure applied to the item. 3) Accuracy and steadiness is still can be improved We will try a metal version and double the motors to do this. 4) It is physically difficult for the human hands to move with such precision To solve this, we will add a pad for the hands like in surgical robots Learning 3. It's a good business model The "Factory in the cloud" is a good business model for this stage. You send us parts and we send back assembled modules. Currently, it's more convenient than sending a robot to your place, as we can iterate/fix the robot quickly and utilize it 100% of the time. When we polish the set-up over time - we can send robots to your place. So if we can assemble something for you in the USA with Chinese prices by using modern automation - leave a comment below.

Igor Kulakov

37,266 Aufrufe • vor 1 Jahr

We’re thrilled to share that Outset has raised $17M in Series A funding, led by 8VC to help companies better understand their customers. When michael hess and I founded Outset, we set out to solve a critical problem: truly understanding your customer is painfully slow, expensive, and at times, impossible. It shouldn’t be. We believed AI could change this by focusing on the human side of AI. So we built the world’s first AI-interviewer. An AI agent that asked questions, listened, and learned from real humans. By removing the barriers of traditional research and allowing companies to have deeper conversations with more customers more quickly, we could help teams infuse their products with genuine human understanding at a speed and scale previously impossible. So what was the moment we knew we were onto something? When WeightWatchers ran that first pilot back in early 2023. Participants shared incredible amounts of depth, all with the world’s first AI-interviewer. We got a call the next day from their head of research: "You built a thing. We want that thing. How do I pay you for it?" That validation has turned into explosive growth. We've doubled our revenue in just the last 4 months alone, with >50 enterprise customers like Nestlé, Microsoft, and WeightWatchers trusting us to unlock deeper customer insights. All of this built on the backs of a truly special early team with 0 employee turnover. This funding round was led by 8VC, with participation from an incredible group, including: Future Back Ventures by Bain & Company, Y Combinator / Garry Tan, Adverb Ventures /April Underwood / Jessica Verrilli ), Alt Capital / Jack Altman , Rebel Fund, Genius Ventures, Ritual Capital, and many more. So what's next? We're scaling our engineering and go-to-market teams to build the world's most powerful agentic customer research platform. All focused on one mission: helping companies better understand humans. To our customers, investors, and team - thank you for believing in this vision. Now check out the video to see Outset in action, testing the video itself with real people!
2:12

We’re thrilled to share that Outset has raised $17M in Series A funding, led by 8VC to help companies better understand their customers. When michael hess and I founded Outset, we set out to solve a critical problem: truly understanding your customer is painfully slow, expensive, and at times, impossible. It shouldn’t be. We believed AI could change this by focusing on the human side of AI. So we built the world’s first AI-interviewer. An AI agent that asked questions, listened, and learned from real humans. By removing the barriers of traditional research and allowing companies to have deeper conversations with more customers more quickly, we could help teams infuse their products with genuine human understanding at a speed and scale previously impossible. So what was the moment we knew we were onto something? When WeightWatchers ran that first pilot back in early 2023. Participants shared incredible amounts of depth, all with the world’s first AI-interviewer. We got a call the next day from their head of research: "You built a thing. We want that thing. How do I pay you for it?" That validation has turned into explosive growth. We've doubled our revenue in just the last 4 months alone, with >50 enterprise customers like Nestlé, Microsoft, and WeightWatchers trusting us to unlock deeper customer insights. All of this built on the backs of a truly special early team with 0 employee turnover. This funding round was led by 8VC, with participation from an incredible group, including: Future Back Ventures by Bain & Company, Y Combinator / Garry Tan, Adverb Ventures /April Underwood / Jessica Verrilli ), Alt Capital / Jack Altman , Rebel Fund, Genius Ventures, Ritual Capital, and many more. So what's next? We're scaling our engineering and go-to-market teams to build the world's most powerful agentic customer research platform. All focused on one mission: helping companies better understand humans. To our customers, investors, and team - thank you for believing in this vision. Now check out the video to see Outset in action, testing the video itself with real people!

Aaron Cannon

34,386 Aufrufe • vor 1 Jahr

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 Aufrufe • vor 6 Monaten