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GAVIN BAKER: “A month ago, SpaceX did not have a cloud computing business. Now by some measures, it is the fourth largest cloud ahead of Oracle — and they did that in 1 month. Let's see what they do in a year. “A really important variable for SpaceX is... how many gigawatts can they bring on over the next few years because they are monetizing these gigawatts of terrestrial compute at a very high rate. “Then, when are we reusing Starship such that we could put Starlink V3 satellites up into space, enable direct to cell, and then orbital compute soon after? “There is a path here as a as a public company, with a series of events and milestones that investors can use to track the company's progress.”show more

Katie Miller

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235,291 Aufrufe • vor 3 Monaten •via X (Twitter)

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25 Kommentare

Profilbild von Gavin Baker

Gavin Bakervor 3 Monaten

@SpaceX What a day. Super grateful to @SpaceX for doing so much to make the future inspirational and exciting.

Profilbild von Katie Miller

Katie Millervor 3 Monaten

// @GavinSBaker

Profilbild von V Runner 🏃‍♂️

V Runner 🏃‍♂️vor 3 Monaten

@SpaceX That means all clouds guys need to be valued like 50% SpaceX?

Profilbild von colleen

colleenvor 3 Monaten

@SpaceX Remember when he was going to solve world hunger? He dissolved USAID and killed 600,000 people instead. But they were brown, so that’s cool with you.

Profilbild von JRM

JRMvor 3 Monaten

@SpaceX well that is because Grok so far has failed, kudos for the pivot but Grok was supposed to beat them all

Profilbild von Ryan Judd

Ryan Juddvor 3 Monaten

@SpaceX .nasty bitch

Profilbild von oneillaw

oneillawvor 3 Monaten

@SpaceX Spacex acquired its cloud computing business by merging with xAI, another Elon Musk business. It did not build a cloud computing business from scratch.

Profilbild von Seamus O 🇺🇲🧀

Seamus O 🇺🇲🧀vor 3 Monaten

@SpaceX AOC

Profilbild von michellejuliadsouza

michellejuliadsouzavor 3 Monaten

@SpaceX Pretty cool 😎

Profilbild von Aviv Shaham

Aviv Shahamvor 3 Monaten

@SpaceX Everybody called in all the favors and they came through

Profilbild von Stone Fox Capital

Stone Fox Capitalvor 3 Monaten

@SpaceX we know xAI, Grok can’t operate while also growing cloud computing. It’s a one-off scenario.

Profilbild von DON G

DON Gvor 3 Monaten

@SpaceX

Profilbild von ANBEL

ANBELvor 3 Monaten

@SpaceX Gavin Baker's claim is bold; if Starlink's laser links scale, SpaceX could indeed cloud-compete

Profilbild von Bordaz ◻️

Bordaz ◻️vor 3 Monaten

@SpaceX So massive, spacex keep moving with speed

Profilbild von Matterfact

Matterfactvor 3 Monaten

@SpaceX Elon showing everyone they need to ship stuff faster.

Profilbild von MAGA_AZ

MAGA_AZvor 3 Monaten

@SpaceX @BernieSanders @ewarren @RoKhanna @aoc @ilhan have NO CLUE, only Negative against Everything Good.

Profilbild von Mr ⓏⒶⓂ 1st 0.5% of Digital Artists Tokenizing NFTs

Mr ⓏⒶⓂ 1st 0.5% of Digital Artists Tokenizing NFTsvor 3 Monaten

@SpaceX You need Jesus badly, you rotted Nazi cunt.

Profilbild von Jason傑森 🇭🇰 | 🛠️

Jason傑森 🇭🇰 | 🛠️vor 3 Monaten

@SpaceX 一个月飞船迭代比电脑还快?

Profilbild von MommaTut 🌻🌻🇺🇸

MommaTut 🌻🌻🇺🇸vor 3 Monaten

@SpaceX How many shares did you and your husband get as friends?

Profilbild von Patrick Rooney

Patrick Rooneyvor 3 Monaten

@SpaceX SpaceX is making cloud compute a tangible asset that peeps can kinda get their heads around.

Profilbild von J Marcus

J Marcusvor 3 Monaten

@SpaceX All done with the American taxpayers money. Through lucrative contracts.

Profilbild von Dipanshu Kushwaha

Dipanshu Kushwahavor 3 Monaten

@SpaceX That's impressive growth! SpaceX is really shaking up the game. Can't wait to see where they go from here!

Profilbild von Vj

Vjvor 3 Monaten

@SpaceX SpaceX Orbital Data Centers Key Advantages (as Proposed) • Abundant, continuous solar power without reliance on terrestrial grids. • No water consumption for cooling (a major plus amid Earth’s data center water shortages). First launch 2027 @GovernorShapiro @GarrityForPA

Profilbild von Martha Johnson

Martha Johnsonvor 3 Monaten

@SpaceX SpaceX is awesome!

Profilbild von eegii33yahoo.com

eegii33yahoo.comvor 3 Monaten

@SpaceX Yep

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Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."

Gavin Baker says the SpaceX bull case is $400B a year if they build out 8 gigawatts of compute "FundaAI thinks that SpaceX is going to try and bring on eight gigawatts of compute. I will never bet against Elon, but I mean, that would be a truly incredible feat." "And rates have gone up since they signed those last contracts, not down. And they're monetizing at something like $50 billion a gig." "Consensus estimates for next year are $73 billion. So forget Starlink V3, forget Starlink Direct to Cell, Grok 4.5 and Cursor... the sum of that probably hits a 10 billion dollar mark." "There's a big New York hedge fund short case on [SPCX]. They think, 'oh, the spot price for compute's going to go down 90%, and you're going to bring on all this compute, it's not going to generate nearly as much revenue as you think.'" "I think one of Elon's phrases is, 'we specialize in making the impossible late.' I just think very little is built into that stock, for the amount of compute that they might be able to bring on."

dnap

43,869 Aufrufe • vor 1 Monat

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

A single gigawatt of orbital compute requires roughly 200 Starship launches and Elon Musk is not satisfied with gigawatts (Save this). The target is 100 gigawatts of orbital compute per year which means SpaceX is staring down a launch requirement that no organization in human history has ever attempted at anything close to that scale. He acknowledges that scaling to gigawatts per year in orbit is a very hard challenge, but then points to something most people have missed entirely, SpaceX has already demonstrated the foundational capability, because building and launching thousands of Starlink satellites per year is the same industrial problem applied to a different payload. When you understand the orbital compute satellite as a larger version of Starlink V3 with an Nvidia GPU rack at the center instead of a communications payload, the manufacturing and launch scaling challenge stops looking like science fiction and starts looking like a production ramp. The infrastructure to support that ramp is already being built. SpaceX is currently capacitizing for thousands of launches per year, two launch towers and pads in South Texas are operational, the first pad at Cape Canaveral is nearly complete, a second is on the way at Launch Complex 37, and additional locations are already in discussion. As the CFO says it "You need to have those cost curves as you ramp up in volume and time, your costs go down." The vision he describes for what this eventually enables is striking in its specificity. He imagines asking Grok a question on his phone, the inference running on an orbital compute satellite, and the answer coming back down through Starlink direct-to-cell, a complete AI query processed entirely in space, from prompt to response, without touching a single terrestrial data center. That moment, he says, is closer than the industry thinks, with initial capability demonstrations possible as soon as next year. The bottleneck that stands between now and that moment is not the satellite design, the cooling physics, or the silicon, all of which SpaceX has already worked through.

Milk Road AI

67,868 Aufrufe • vor 3 Monaten

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."

Gavin Baker re $SPCX: Investors should start to consider Grok when they think about SpaceX, very few of them talk about Grok at all "I talk to a lot of investors about SpaceX. And what's just amazing to me is everyone will have a nuanced view on Starlink." "Maybe they're a skeptic on Starlink direct-to-cell. I think the plan to use these distributed Starlink effectively almost as, we'll call them, small cells, femtocells, is interesting." "Everybody will have a nuanced view on orbital compute -- whether they're bullish or bearish, they will have a view. They'll have a view on terrestrial compute." "Very few of these investors talk about Grok at all." "And it is Pareto dominant on a lot of measures." "And we have an existence proof that Anthropic went from, whatever it is, $1 billion to $50 billion really fast." "And if Anthropic is worth, with the $2 trillion per the FT, $3 or $4 trillion, maybe the numbers settle out -- I said I thought that was a market-clearing price, I didn't say that's where I thought it was worth." "Maybe people should start to consider Grok when they think about SpaceX."

Fireside Alpha

397,605 Aufrufe • vor 1 Monat

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy

Gavin Baker Analyzes the 'Impossible' 8-Gigawatt SpaceX Compute Report “I've seen Elon Musk's companies do really impressive things, but bringing the FundaAI report of 8 gigawatts in 18 months...” "I'll never bet against Elon, but that would be a truly incredible feat." “They're monetizing at something like $50 billion a gig, and consensus estimates for next year are $73 billion.” “So forget Starlink V3, Starlink Direct to Cell, Grok 4.5, and Cursor. The sum of that probably hits a $10 billion ARR pretty quickly.” “The only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers: CoreWeave, Crusoe, SpaceX. And SpaceX has brought on the most, the fastest, at the lowest cost, and people actually really do like their clusters.” “Very little is built into that stock, from my perspective, for the amount of compute that they might be able to bring on. Again, I don't think it's anywhere near 8, and it's going to be really hard, and energizing these GPUs is really hard, but they've been good at it, and it doesn't feel like those estimates are really in people's thinking.” Gavin Baker Patrick OShaughnessy

KanekoaTheGreat

44,731 Aufrufe • vor 1 Monat

Gavin on SpaceX’s compute ambitions: “A Substack writer, FUNDA, thinks that SpaceX is going to bring on eight gigawatts of compute over the next 18 months. I will never bet against Elon. But I mean, that would be a truly incredible feat. And rates have gone up since they signed those last contracts, not down.” “To this day, the only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers, CoreWeave, Crusoe, and SpaceX. SpaceX has brought on the most, the fastest, at the lowest cost.”

Gavin on SpaceX’s compute ambitions: “A Substack writer, FUNDA, thinks that SpaceX is going to bring on eight gigawatts of compute over the next 18 months. I will never bet against Elon. But I mean, that would be a truly incredible feat. And rates have gone up since they signed those last contracts, not down.” “To this day, the only companies that have brought on more than 500 megawatts of power in a year are the hyperscalers, CoreWeave, Crusoe, and SpaceX. SpaceX has brought on the most, the fastest, at the lowest cost.”

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75,072 Aufrufe • vor 1 Monat

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

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

KanekoaTheGreat

65,116 Aufrufe • vor 1 Monat

Elon Musk – "In 36 months, the cheapest place to put AI will be space” what has happened since: → SpaceX merged with xAI, then IPO'd in June at around $1.77 trillion. the largest IPO in history. → Anthropic now pays SpaceX $1.25 billion every month for compute at Colossus 1 in Memphis. they also expressed interest in building multiple gigawatts of compute in space with SpaceX. → Google pays $920 million a month for roughly 110,000 Nvidia GPUs. about $30 billion over the life of the deal. → Reflection AI pays $150 million a month. → SpaceX's own IPO filing says orbital AI compute satellites begin deploying as early as 2028. → Google is separately in talks with SpaceX about launching its own orbital datacenters.

Elon Musk – "In 36 months, the cheapest place to put AI will be space” what has happened since: → SpaceX merged with xAI, then IPO'd in June at around $1.77 trillion. the largest IPO in history. → Anthropic now pays SpaceX $1.25 billion every month for compute at Colossus 1 in Memphis. they also expressed interest in building multiple gigawatts of compute in space with SpaceX. → Google pays $920 million a month for roughly 110,000 Nvidia GPUs. about $30 billion over the life of the deal. → Reflection AI pays $150 million a month. → SpaceX's own IPO filing says orbital AI compute satellites begin deploying as early as 2028. → Google is separately in talks with SpaceX about launching its own orbital datacenters.

Poonam Soni

37,569 Aufrufe • vor 2 Monaten

Peter Diamandis: SpaceX has the potential to become the world’s first $10 trillion company “Well, if anybody can do it, Elon can. I think this has the potential to really be the first $10 trillion company out there and growing. He’s building civilizational-level infrastructure. The challenge is, I don’t think the market knows how to value this company. It’s not a company, it’s really four different businesses wrapped into one vertical, and you have to look at each individually. “The first business is global communications with Starlink. Starlink is going to deliver global gigabit connectivity to the entire planet, billions of individuals. They’re just making a dent right now. Then they’re going direct satellite-to-cell phone. As Gwynne said on the earnings call yesterday, that’s a $600 billion level of revenue potential, and they expect to take a chunk of that. “The second business is delivering AI compute. They’ve already signed up $20 billion in annualized revenue, and they’re building faster than anybody else. They announced two gigawatts of compute by the end of this year and are shooting for upwards of 10 gigawatts next year… Elon said they’re launching their first AI satellites in partnership with Nvidia in 2027, much faster than anybody thought.”

Peter Diamandis: SpaceX has the potential to become the world’s first $10 trillion company “Well, if anybody can do it, Elon can. I think this has the potential to really be the first $10 trillion company out there and growing. He’s building civilizational-level infrastructure. The challenge is, I don’t think the market knows how to value this company. It’s not a company, it’s really four different businesses wrapped into one vertical, and you have to look at each individually. “The first business is global communications with Starlink. Starlink is going to deliver global gigabit connectivity to the entire planet, billions of individuals. They’re just making a dent right now. Then they’re going direct satellite-to-cell phone. As Gwynne said on the earnings call yesterday, that’s a $600 billion level of revenue potential, and they expect to take a chunk of that. “The second business is delivering AI compute. They’ve already signed up $20 billion in annualized revenue, and they’re building faster than anybody else. They announced two gigawatts of compute by the end of this year and are shooting for upwards of 10 gigawatts next year… Elon said they’re launching their first AI satellites in partnership with Nvidia in 2027, much faster than anybody thought.”

DogeDesigner

47,675 Aufrufe • vor 1 Monat

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

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

KanekoaTheGreat

39,709 Aufrufe • vor 3 Monaten

BREAKING: SpaceX CFO says AI will create unprecedented demand for Starlink. “Whether it’s humanoid robots, autonomous vehicles, or connection points everywhere, there’s going to be a lot more data. You’re going to need that connectivity. It’s going to need to always be on. Delivering that from space in a very high-bandwidth way is going to be incredibly compelling. “Starship is going to enable our next generation of direct-to-cell and direct-to-device, while giving us the capability to put a whole constellation of satellites up for orbital compute. All of that is driven by Starship, which is why it’s such a catalyst for our company.”

BREAKING: SpaceX CFO says AI will create unprecedented demand for Starlink. “Whether it’s humanoid robots, autonomous vehicles, or connection points everywhere, there’s going to be a lot more data. You’re going to need that connectivity. It’s going to need to always be on. Delivering that from space in a very high-bandwidth way is going to be incredibly compelling. “Starship is going to enable our next generation of direct-to-cell and direct-to-device, while giving us the capability to put a whole constellation of satellites up for orbital compute. All of that is driven by Starship, which is why it’s such a catalyst for our company.”

DogeDesigner

98,065 Aufrufe • vor 7 Tagen

Former Mayor of Nevada City and Former California Governor candidate Reinette Senum says there is a 200% increase in cloud seeding in America coming over the next few years “Most of the cloud seeding programs are happening from the Colorado Rockies all the way west. When a storm is coming in, these pilots, they get hired to make $750 an hour to do this. — So they release the silver iodide as well as a chaff. And it's like a military chaff. It's a aluminum coated glass — and that is for the irrigation districts, that's for the power companies — So that is what's happening for a long time. They denied it saying we don't cloud seed, and then one day like, oh yes, we do cloud seed, but we've been doing it for decades and it's completely proven safe. No, actually has not been proven safe. In fact, we know it's not safe. And by the way, those cloud seeding projects and programs last year, they announced they want like a 200% increase over the next few years of cloud seeding.”

Former Mayor of Nevada City and Former California Governor candidate Reinette Senum says there is a 200% increase in cloud seeding in America coming over the next few years “Most of the cloud seeding programs are happening from the Colorado Rockies all the way west. When a storm is coming in, these pilots, they get hired to make $750 an hour to do this. — So they release the silver iodide as well as a chaff. And it's like a military chaff. It's a aluminum coated glass — and that is for the irrigation districts, that's for the power companies — So that is what's happening for a long time. They denied it saying we don't cloud seed, and then one day like, oh yes, we do cloud seed, but we've been doing it for decades and it's completely proven safe. No, actually has not been proven safe. In fact, we know it's not safe. And by the way, those cloud seeding projects and programs last year, they announced they want like a 200% increase over the next few years of cloud seeding.”

Wall Street Apes

99,355 Aufrufe • vor 9 Monaten

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

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

DogeDesigner

975,939 Aufrufe • vor 7 Monaten

Greek Defense Minister Nikos Dendias: The homeland is in need, because there is a threat. And if sometimes we forget it, others are kind enough—as they did yesterday—to remind us of it. And to remind us of it expressis verbis, very clearly. They do not even imply it; they tell us directly. Since a threat exists, there is also a need. We must bring the Armed Forces to such a level that, as they do today, they can always operate as a deterrent.

Greek Defense Minister Nikos Dendias: The homeland is in need, because there is a threat. And if sometimes we forget it, others are kind enough—as they did yesterday—to remind us of it. And to remind us of it expressis verbis, very clearly. They do not even imply it; they tell us directly. Since a threat exists, there is also a need. We must bring the Armed Forces to such a level that, as they do today, they can always operate as a deterrent.

Clash Report

25,950 Aufrufe • vor 4 Monaten

Atreides' Gavin Baker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW terrestrially. $25B is power and cooling — you don't need that in space. And so the right comp for that $35B in IT equipment — GPU, CPU, switches, memory, storage — is that $25B [in power and cooling] vs. the cost of launch." "And once Starship is reusable, I think the cost to launch is $5B. So that means you can put a GW into space for [$40B]. The GW on earth is $60B."

Atreides' Gavin Baker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW terrestrially. $25B is power and cooling — you don't need that in space. And so the right comp for that $35B in IT equipment — GPU, CPU, switches, memory, storage — is that $25B [in power and cooling] vs. the cost of launch." "And once Starship is reusable, I think the cost to launch is $5B. So that means you can put a GW into space for [$40B]. The GW on earth is $60B."

TBPN

104,010 Aufrufe • vor 3 Monaten

🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

Chris

243,817 Aufrufe • vor 5 Monaten

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

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

Molly O’Shea

30,317 Aufrufe • vor 7 Monaten

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

Here’s Elon Musk explaining that SpaceX could launch up to one terawatt per year of AI compute capacity into Earth orbit — equivalent to the power output of roughly 1,000 nuclear power plants. “The next step beyond Earth data centers is our Earth orbital data centers. And we'll be launching with SpaceX orbital data centers at the 100-to-200-gigawatt-per-year level. Not cumulative, per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from Earth. But what if you want to go beyond a mere terawatt per year? In order to do that, you have to go to the Moon. So by having factories on the Moon, building AI satellites, and having a mass driver, which is the kind of thing you really only learn about in or read about in science fiction, but we're going to make it real. We're actually going to have a mass driver on the Moon. And if you do that, you can go several orders of magnitude greater. You can go to 1,000 gigawatts or more per year and ultimately get to maybe a millionth and then a thousandth and maybe even a few percent of the Sun's energy.” xAI All-Hands, February 10, 2026

ELON CLIPS

21,962 Aufrufe • vor 6 Monaten

Arteta on whether his side have become more streetwise since last season: "Yeah, but there is an element of luck as well because they are so good at doing that. They throw in numbers, they know exactly how to do it, the timing is so good, the type of players that they do. But not only that, when you give them a space to play as well, they play. They are a really, really good side. And yeah, in any other moment we could have conceded a goal in a different way, and that's part of the game as well."

Arteta on whether his side have become more streetwise since last season: "Yeah, but there is an element of luck as well because they are so good at doing that. They throw in numbers, they know exactly how to do it, the timing is so good, the type of players that they do. But not only that, when you give them a space to play as well, they play. They are a really, really good side. And yeah, in any other moment we could have conceded a goal in a different way, and that's part of the game as well."

Connor Humm

33,631 Aufrufe • vor 13 Tagen

Elon Musk on 𝕏 Spaces tonight: "The biggest opportunity on the moon is to make solar cells and radiators, and then, you're manufacturing on the moon anything that weighs a lot, chips maybe still come from Earth, they weigh very little. And then you can use a mass driver to put a billion tons of AI powered satellites into orbit per year. You could set a scale to 100 terawatts of AI compute per year from the moon. We already have 9000 satellites in orbit. So we know what it's like being in space."

Elon Musk on 𝕏 Spaces tonight: "The biggest opportunity on the moon is to make solar cells and radiators, and then, you're manufacturing on the moon anything that weighs a lot, chips maybe still come from Earth, they weigh very little. And then you can use a mass driver to put a billion tons of AI powered satellites into orbit per year. You could set a scale to 100 terawatts of AI compute per year from the moon. We already have 9000 satellites in orbit. So we know what it's like being in space."

DogeDesigner

241,243 Aufrufe • vor 8 Monaten