正在加载视频...

视频加载失败

返回首页

High-Altitude Nuclear Explosion (HANE) in LEO: A Self-Destructive Cascade A Senior Defense Fellow at the American Foreign Policy Council presents a vivid simulation to the U.S. Space Force, exposing the catastrophic fallout of a LEO nuclear burst on orbital infrastructure: • Immediate Impact: The prompt radiation from a High-Altitude...

lfx160219's profile picture

笑脸男人

11,750 subscribers

21,149 次观看 • 2 天前 •via X (Twitter)

科学技术新闻政治
LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.
0:26

SpaceX now has over 10,000 Starlink satellites in orbit (and growing), providing internet data service to every corner of the earth. Even ships at sea or aircraft in the sky can receive high speed internet service. Over 2/3 of the active satellites in orbit are Starlink now. And it won't create any long term trash in orbit. The orbits are so low (480 km to 550 km) that even if SpaceX were to lose control of one, the small satellites will run out of fuel within 5 years. Then they get dragged back into the atmosphere and burn up. Every satellite is in a lane to avoid other Starlink satellites. They all are connected to a collusion avoidance system and can make small course adjustments if needed. Starlink can provide high speed internet anywhere on the planet without having to bury expensive fiber cables underground or undersea. All you need is a small dish which scans the sky for the closest satellite to provide internet connectivity.

Wall Street Mav

815,298 次观看 • 5 个月前

ELON MUSK: Starlink's LEO Laser Mesh: Resilient, Low-Latency Internet Throughout the World ➝ There are several thousand satellites in Low Earth Orbit (LEO) at an altitude of about 550 kilometers, moving at 25 times the speed of sound ➝ Because they are in low orbit, the latency is very low compared to geostationary satellites that are 36,000 kilometers away ➝ The satellites have laser links between them, forming a "laser mesh" in space ➝ This allows the network to function even if ground fiber cables are damaged or cut (like the recent Red Sea cable cuts) ➝ It is particularly helpful for disaster areas (earthquakes, floods, fires) where ground infrastructure is destroyed ➝ Whenever there is a natural disaster, Starlink provides free internet connectivity; we do not put up a paywall for people in tragic situations ➝ The system is complementary to ground-based cellular systems, not a replacement ➝ Cell towers are best for dense cities, while Starlink is best for sparsely populated or rural areas where laying fiber is too expensive ➝ It basically serves the "least served" populations of the world
3:18

ELON MUSK: Starlink's LEO Laser Mesh: Resilient, Low-Latency Internet Throughout the World ➝ There are several thousand satellites in Low Earth Orbit (LEO) at an altitude of about 550 kilometers, moving at 25 times the speed of sound ➝ Because they are in low orbit, the latency is very low compared to geostationary satellites that are 36,000 kilometers away ➝ The satellites have laser links between them, forming a "laser mesh" in space ➝ This allows the network to function even if ground fiber cables are damaged or cut (like the recent Red Sea cable cuts) ➝ It is particularly helpful for disaster areas (earthquakes, floods, fires) where ground infrastructure is destroyed ➝ Whenever there is a natural disaster, Starlink provides free internet connectivity; we do not put up a paywall for people in tragic situations ➝ The system is complementary to ground-based cellular systems, not a replacement ➝ Cell towers are best for dense cities, while Starlink is best for sparsely populated or rural areas where laying fiber is too expensive ➝ It basically serves the "least served" populations of the world

X Freeze

17,412 次观看 • 9 个月前

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.
4:23

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 次观看 • 3 个月前

Shijian-31: a satellite with an orbit we have never seen before China launched Shijian-31 on June 16 from Xichang, officially described as a "space environment detection" mission. The orbital elements suggest more going on. The inclination 63.46° sits at the value where perigee advance goes to zero. Anyone who's tracked Molniya-class satellites will recognize that immediately. But the resemblance stops there. A classic Molniya parks its apogee over high northern latitudes and dwells for hours, that's the whole design premise. SJ-31's argument of perigee is 171°, which puts perigee near the equator and its apogee on the opposite side. (Image 1: SJ-31 at 171° argument of perigee vs. a generic Molniya at 270° argument of perigee.) So the long dwell isn't over any particular latitude — it's over altitude. Apogee reaches ~39,900 km, about 4,100 km above the operational GEO belt where comms and missile-warning satellites sit. Nearly a third of each 12.5-hour orbit is spent above that shell, crossing it twice per pass at a steep 63° angle. (Video 1: SJ-31's orbit visualized with example GEO assets.) It's also not fixed on one region. The period is just off a clean repeating ground track, so the sub-apogee point slowly drifts around the globe — sweeping past every longitude roughly once every 24 days. Net effect: an orbit that periodically looks down on the entire GEO belt from above, at an angle, on a rotating schedule, rather than fixating on one target. What's it actually doing up there? SpaceNews Breaking Defense Joey Roulette Space Domain Awareness Jonathan McDowell Integrity ISR
0:35

Shijian-31: a satellite with an orbit we have never seen before China launched Shijian-31 on June 16 from Xichang, officially described as a "space environment detection" mission. The orbital elements suggest more going on. The inclination 63.46° sits at the value where perigee advance goes to zero. Anyone who's tracked Molniya-class satellites will recognize that immediately. But the resemblance stops there. A classic Molniya parks its apogee over high northern latitudes and dwells for hours, that's the whole design premise. SJ-31's argument of perigee is 171°, which puts perigee near the equator and its apogee on the opposite side. (Image 1: SJ-31 at 171° argument of perigee vs. a generic Molniya at 270° argument of perigee.) So the long dwell isn't over any particular latitude — it's over altitude. Apogee reaches ~39,900 km, about 4,100 km above the operational GEO belt where comms and missile-warning satellites sit. Nearly a third of each 12.5-hour orbit is spent above that shell, crossing it twice per pass at a steep 63° angle. (Video 1: SJ-31's orbit visualized with example GEO assets.) It's also not fixed on one region. The period is just off a clean repeating ground track, so the sub-apogee point slowly drifts around the globe — sweeping past every longitude roughly once every 24 days. Net effect: an orbit that periodically looks down on the entire GEO belt from above, at an angle, on a rotating schedule, rather than fixating on one target. What's it actually doing up there? SpaceNews Breaking Defense Joey Roulette Space Domain Awareness Jonathan McDowell Integrity ISR

COMSPOC_OPS

301,802 次观看 • 1 个月前

Neil deGrasse Tyson just revealed that we're building a trap around Earth that could switch off the modern world. And every major country is making it worse on PURPOSE. Right now there is a land grab happening a few hundred miles above your head: SpaceX alone has already put more than 10,000 Starlink satellites into orbit. Around 5,000 objects went up in 2025, and even more are planned this year. By 2040, there could be 100,000 active satellites circling the planet. Every major nation is trying to claim its share and there are almost NO laws governing any of it. Tyson describes the current state of space as a wild west. So why should you care? The hidden trap: In 1978, a NASA scientist named Donald Kessler ran a calculation that space agencies have feared ever since. He found there is a threshold. Once you pack enough satellites into orbit, a single collision stops being an accident and becomes a chain reaction. How it works: Objects in orbit travel at roughly 17,000 miles per hour, which is FASTER than a rifle bullet. At that speed, even a fleck of paint hits with the force of a bullet. So when two satellites collide, they shatter into thousands of pieces, and every single piece becomes a hypersonic bullet of its own. Each of those pieces can strike another satellite, which explodes into thousands more. One collision becomes ten. Ten become a hundred. A hundred become a thousand. Tyson warns that within just a few orbits, this cascade could wipe out close to 100% of the satellites around Earth. Now think about what those satellites run... There is no GPS without them, which means no Google Maps, no ride-sharing, and no navigation. As Tyson put it, there is no Uber without GPS. There is no high-speed internet for ships, planes, remote towns, or entire militaries. There is no reliable weather forecasting and no global financial timing. The invisible backbone of modern life runs through a few thousand machines in orbit, and we are stacking them closer together every year with no traffic rules and no cleanup crew. And it has already begun: Four countries have already blown up their own satellites just to flex their military power. The US, China, Russia, and India have all done it, and every one of those tests scattered thousands of fresh bullets into orbit. Tyson even joked that if aliens ever came to visit, they took one look at the cloud of junk we wrapped around our own planet and decided it was not worth the risk to land. Every player already knows the danger. The problem is that the same logic that fills the sky also traps everyone inside it. Starlink is worth a fortune. Global satellite internet is worth a fortune. Military control of orbit is priceless. So everyone keeps launching, because the first one to stop simply hands the lead to a rival. No country will slow down, because no law forces them to and there is no reward for going first. So we keep running the same experiment on the one thin layer of space that every phone, map, market, and military on Earth depends on. We are simply betting that nobody triggers the first big collision. The scary part is that it only has to happen ONCE. We spent decades dreaming about everything we would build out in space but we may end up locked underneath the garbage we left there instead. This is easily the best interview Steven Bartlett has done in a while.
2:22

Neil deGrasse Tyson just revealed that we're building a trap around Earth that could switch off the modern world. And every major country is making it worse on PURPOSE. Right now there is a land grab happening a few hundred miles above your head: SpaceX alone has already put more than 10,000 Starlink satellites into orbit. Around 5,000 objects went up in 2025, and even more are planned this year. By 2040, there could be 100,000 active satellites circling the planet. Every major nation is trying to claim its share and there are almost NO laws governing any of it. Tyson describes the current state of space as a wild west. So why should you care? The hidden trap: In 1978, a NASA scientist named Donald Kessler ran a calculation that space agencies have feared ever since. He found there is a threshold. Once you pack enough satellites into orbit, a single collision stops being an accident and becomes a chain reaction. How it works: Objects in orbit travel at roughly 17,000 miles per hour, which is FASTER than a rifle bullet. At that speed, even a fleck of paint hits with the force of a bullet. So when two satellites collide, they shatter into thousands of pieces, and every single piece becomes a hypersonic bullet of its own. Each of those pieces can strike another satellite, which explodes into thousands more. One collision becomes ten. Ten become a hundred. A hundred become a thousand. Tyson warns that within just a few orbits, this cascade could wipe out close to 100% of the satellites around Earth. Now think about what those satellites run... There is no GPS without them, which means no Google Maps, no ride-sharing, and no navigation. As Tyson put it, there is no Uber without GPS. There is no high-speed internet for ships, planes, remote towns, or entire militaries. There is no reliable weather forecasting and no global financial timing. The invisible backbone of modern life runs through a few thousand machines in orbit, and we are stacking them closer together every year with no traffic rules and no cleanup crew. And it has already begun: Four countries have already blown up their own satellites just to flex their military power. The US, China, Russia, and India have all done it, and every one of those tests scattered thousands of fresh bullets into orbit. Tyson even joked that if aliens ever came to visit, they took one look at the cloud of junk we wrapped around our own planet and decided it was not worth the risk to land. Every player already knows the danger. The problem is that the same logic that fills the sky also traps everyone inside it. Starlink is worth a fortune. Global satellite internet is worth a fortune. Military control of orbit is priceless. So everyone keeps launching, because the first one to stop simply hands the lead to a rival. No country will slow down, because no law forces them to and there is no reward for going first. So we keep running the same experiment on the one thin layer of space that every phone, map, market, and military on Earth depends on. We are simply betting that nobody triggers the first big collision. The scary part is that it only has to happen ONCE. We spent decades dreaming about everything we would build out in space but we may end up locked underneath the garbage we left there instead. This is easily the best interview Steven Bartlett has done in a while.

Ricardo

70,058 次观看 • 2 个月前

Like it or not, Space is now a dangerous neighborhood. It's time to bring back the neighorhood watch. Today we're announcing Perceptor-- our new Space Domain Awareness spacecraft, and our first product line outside of comms. The message we've heard from Space Force these last few years has been loud and clear-- GEO is the most important orbit for military space. But that presents a problem, since there are few companies that can reliably and quickly deploy spacecraft to GEO. And it's not just for the military. The infrastructure operating in GEO provides communications, navigation and other critical services that billions of people rely on. It is well known that China and Russia are now launching spacecraft capable of approaching, inspecting and potentially interfering with other satellites. Based on the flight proven MicroGEO platform Astranis is already flying on orbit today, Perceptor brings monitoring and maneuverability to GEO and other high orbits. When an unfamiliar object begins maneuvering near a critical asset, operators need more than a dot on a screen. They need eyes in the sky they can rely on. Satellites in GEO operate across an enormous area nearly 36,000 kilometers up, that encompasses the entire Earth. Ground-based systems can’t provide the persistent, close-range awareness needed to understand exactly what another spacecraft is doing or why it may be maneuvering near a critical asset. As humanity expands outward from LEO and builds out the infrastructure layer higher up, it needs safety and security in place to protect it. That's why Astranis has answered the call. Ad astra per aspera.
0:30

Like it or not, Space is now a dangerous neighborhood. It's time to bring back the neighorhood watch. Today we're announcing Perceptor-- our new Space Domain Awareness spacecraft, and our first product line outside of comms. The message we've heard from Space Force these last few years has been loud and clear-- GEO is the most important orbit for military space. But that presents a problem, since there are few companies that can reliably and quickly deploy spacecraft to GEO. And it's not just for the military. The infrastructure operating in GEO provides communications, navigation and other critical services that billions of people rely on. It is well known that China and Russia are now launching spacecraft capable of approaching, inspecting and potentially interfering with other satellites. Based on the flight proven MicroGEO platform Astranis is already flying on orbit today, Perceptor brings monitoring and maneuverability to GEO and other high orbits. When an unfamiliar object begins maneuvering near a critical asset, operators need more than a dot on a screen. They need eyes in the sky they can rely on. Satellites in GEO operate across an enormous area nearly 36,000 kilometers up, that encompasses the entire Earth. Ground-based systems can’t provide the persistent, close-range awareness needed to understand exactly what another spacecraft is doing or why it may be maneuvering near a critical asset. As humanity expands outward from LEO and builds out the infrastructure layer higher up, it needs safety and security in place to protect it. That's why Astranis has answered the call. Ad astra per aspera.

John Gedmark

14,098 次观看 • 27 天前

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. Most can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ~2000 km, just below the Van Allen belt. Earth departure on 2034-08-21 from 2000 km orbit. A Trans-Venus Injection burn of ~3.7 km/s will place the ship on an Earth–Venus–Earth free-return trajectory. Venus flyby is expected on 2034-12-19, 120 days after departure. Two weeks before the encounter, if the mission proceeds as planned, a 25-m/s maneuver will shift the trajectory from Earth-return to Mars-bound. If not, the ship will free return to Earth in September 2035. The Venus gravity assist will send the ship into another Earth free-return trajectory, with Mars flyby around 2035-06-02. One week before reaching Mars, a system health check will determine whether to commit to Mars Orbit Insertion. If it’s GO, a small 10-m/s manuever will put the ship to less than 100 km altitude periapsis. Otherwise, a Mars flyby will lead to an Earth return in May 2036. The ship will enter the Martian atmosphere at about 9.4 km/s, performing an aerobrake to slow to 4.88 km/s and capture into a 100x140000 km, 7-day period high elliptical orbit. At apoapsis, a 50-m/s plane change will align the inclination with Mars’ equator, followed by additional aerobraking to remove about 650 m/s of velocity, placing the spacecraft in a 120x6128 km orbit. A 550-m/s burn at 6128 km altitude will then adjust the trajectory into Phobos orbit. The ship will stay at Phobos for about 7 days. The Mars–Phobos L1 point is only about two miles above Phobos’ surface, and Mars would dominate nearly half the sky, appearing about 80 times larger than the Moon from Earth. The ship will depart for Deimos afterward. Two burns totaling roughly 750 m/s will transfer the ship from Phobos to Deimos. And the ship will stay at Deimos for 7 days more. From Deimos, the ship will raise its apoapsis to form a 20000x140000 km altitude, 7-day orbit, requiring about 420 m/s of delta-v. At apogee, a 50-m/s burn will adjust inclination and lower periapsis to ~500 km for final Trans-Earth Injection. If time and propellant allow, the orbit can be aligned to a polar inclination for Mars ice-cap observations before departure. A Trans-Earth Injection burn at 500 km altitude, requiring 1.5–1.6 km/s of delta-v in early July 2035. If departure on the first days in July, Earth arrival is expected in December 2035. If missed that window, a March 2036 arrival may look more feasible. Nominal mission duration: 490 days, with 30 days in Mars orbit and 14 days at Phobos and Deimos. Two planets, two moons for 3.7+0.025+0.010+0.05+0.42+0.55+0.75+1.55=7.06 km/s Δv
0:24

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. Most can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ~2000 km, just below the Van Allen belt. Earth departure on 2034-08-21 from 2000 km orbit. A Trans-Venus Injection burn of ~3.7 km/s will place the ship on an Earth–Venus–Earth free-return trajectory. Venus flyby is expected on 2034-12-19, 120 days after departure. Two weeks before the encounter, if the mission proceeds as planned, a 25-m/s maneuver will shift the trajectory from Earth-return to Mars-bound. If not, the ship will free return to Earth in September 2035. The Venus gravity assist will send the ship into another Earth free-return trajectory, with Mars flyby around 2035-06-02. One week before reaching Mars, a system health check will determine whether to commit to Mars Orbit Insertion. If it’s GO, a small 10-m/s manuever will put the ship to less than 100 km altitude periapsis. Otherwise, a Mars flyby will lead to an Earth return in May 2036. The ship will enter the Martian atmosphere at about 9.4 km/s, performing an aerobrake to slow to 4.88 km/s and capture into a 100x140000 km, 7-day period high elliptical orbit. At apoapsis, a 50-m/s plane change will align the inclination with Mars’ equator, followed by additional aerobraking to remove about 650 m/s of velocity, placing the spacecraft in a 120x6128 km orbit. A 550-m/s burn at 6128 km altitude will then adjust the trajectory into Phobos orbit. The ship will stay at Phobos for about 7 days. The Mars–Phobos L1 point is only about two miles above Phobos’ surface, and Mars would dominate nearly half the sky, appearing about 80 times larger than the Moon from Earth. The ship will depart for Deimos afterward. Two burns totaling roughly 750 m/s will transfer the ship from Phobos to Deimos. And the ship will stay at Deimos for 7 days more. From Deimos, the ship will raise its apoapsis to form a 20000x140000 km altitude, 7-day orbit, requiring about 420 m/s of delta-v. At apogee, a 50-m/s burn will adjust inclination and lower periapsis to ~500 km for final Trans-Earth Injection. If time and propellant allow, the orbit can be aligned to a polar inclination for Mars ice-cap observations before departure. A Trans-Earth Injection burn at 500 km altitude, requiring 1.5–1.6 km/s of delta-v in early July 2035. If departure on the first days in July, Earth arrival is expected in December 2035. If missed that window, a March 2036 arrival may look more feasible. Nominal mission duration: 490 days, with 30 days in Mars orbit and 14 days at Phobos and Deimos. Two planets, two moons for 3.7+0.025+0.010+0.05+0.42+0.55+0.75+1.55=7.06 km/s Δv

Chun

225,410 次观看 • 11 个月前

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

78,610 次观看 • 3 个月前

🚨🇷🇺 NATO'S NIGHTMARE: RUSSIA’S OWN STARLINK OPENS DAILY COMMUNICATION WINDOWS OVER UKRAINE Russia’s Rassvet low-orbit satellite network is now believed to provide around two hours of usable broadband coverage over Ukraine each day. The connection is not yet continuous, but Russia is building a sovereign communications channel that no foreign company can switch off. 🔸 Russian company Bureau 1440 launched the first 16 satellites of the operational constellation on March 23. The spacecraft were placed on an initial orbit before beginning their movement toward working altitude. 🔸 A second package was launched on July 19. Bureau 1440 did not publicly disclose its size, but orbital tracking identified another 16 satellites, bringing the likely total from the two 2026 launches to 32. 🔸 The current network is believed to offer around two hours of strong coverage over Ukraine per day. That is not enough for uninterrupted remote piloting, but it can support short bursts of high-speed communication. 🔸 During those windows, units could upload reconnaissance footage, receive new routes and target coordinates, synchronize battlefield maps and update missions before returning to autonomous or ground-based links. Combat use of Rassvet itself has not been officially confirmed. 🔸 The Russian-built satellites use 5G-based communications, inter-satellite laser links and plasma propulsion. Laser links allow information to move between satellites without relying on a ground station beneath every part of the route. 🔸 Predictable passes currently allow electronic-warfare systems to concentrate on limited periods. But every additional orbital group lengthens the available windows, and overlapping coverage would eventually force jammers to operate almost continuously. 🔸 Bureau 1440 plans to deploy more than 250 satellites for round-the-clock global coverage. Initial customer testing is scheduled for 2026, with commercial service targeted for 2027. Rassvet currently provides a scheduled link rather than continuous coverage. But every new batch moves Russia closer to a satellite network it controls from orbit to terminal — without depending on foreign permission or vulnerable ground relays. Do you think Russia’s own Starlink could change the drone war over Ukraine?
0:25

🚨🇷🇺 NATO'S NIGHTMARE: RUSSIA’S OWN STARLINK OPENS DAILY COMMUNICATION WINDOWS OVER UKRAINE Russia’s Rassvet low-orbit satellite network is now believed to provide around two hours of usable broadband coverage over Ukraine each day. The connection is not yet continuous, but Russia is building a sovereign communications channel that no foreign company can switch off. 🔸 Russian company Bureau 1440 launched the first 16 satellites of the operational constellation on March 23. The spacecraft were placed on an initial orbit before beginning their movement toward working altitude. 🔸 A second package was launched on July 19. Bureau 1440 did not publicly disclose its size, but orbital tracking identified another 16 satellites, bringing the likely total from the two 2026 launches to 32. 🔸 The current network is believed to offer around two hours of strong coverage over Ukraine per day. That is not enough for uninterrupted remote piloting, but it can support short bursts of high-speed communication. 🔸 During those windows, units could upload reconnaissance footage, receive new routes and target coordinates, synchronize battlefield maps and update missions before returning to autonomous or ground-based links. Combat use of Rassvet itself has not been officially confirmed. 🔸 The Russian-built satellites use 5G-based communications, inter-satellite laser links and plasma propulsion. Laser links allow information to move between satellites without relying on a ground station beneath every part of the route. 🔸 Predictable passes currently allow electronic-warfare systems to concentrate on limited periods. But every additional orbital group lengthens the available windows, and overlapping coverage would eventually force jammers to operate almost continuously. 🔸 Bureau 1440 plans to deploy more than 250 satellites for round-the-clock global coverage. Initial customer testing is scheduled for 2026, with commercial service targeted for 2027. Rassvet currently provides a scheduled link rather than continuous coverage. But every new batch moves Russia closer to a satellite network it controls from orbit to terminal — without depending on foreign permission or vulnerable ground relays. Do you think Russia’s own Starlink could change the drone war over Ukraine?

NewRulesGeopolitics

26,320 次观看 • 1 个月前

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 次观看 • 2 个月前

🚨 Why is China urging against the US having a Missile Defense System? I 100% believe there was a plan to detonate a major EMP Nuke over America… Let me explain… Whether or not you paid any attention to the Q drops, the drops literally talked about a 16 year plan to destroy America by installing Obama and Hillary Clinton 8 years each, which involved a EMP strike on America. “KILL NASA (prevent space domination/allow bad actors to take down MIL SATs/WW secure comms/install WMDs) - RISK OF EMP SPACE ORIG (HELPLESS)” Obama deliberately weakened U.S. space defenses by canceling NASA’s Constellation program in 2010 and retiring the Space Shuttle in 2011. So between 2011–2020, he intentionally created vulnerabilities by limiting U.S. ability to maintain defense satellites critical for detecting EMP threats—high-altitude bursts that could disrupt military and civilian systems. What this equates to is, an EMP payload would have detonated in space somewhere over the continental United States, disabling ALL satellites, including US Military satellites, leaving our military vulnerable (helpless). That is what Q alluded to. Whether or not you like Q, Q was 100% on point with the 16 Year Plan, and what Obama did in his 8 years as president — he began destabilizing the country and destroyed our military readiness. An EMP attack would be just as deadly, or even deadlier than a nuclear attack… without the fallout. If Q isn’t your cup of coffee, there is tons of evidence to prove Donald Trump has been preparing for this for a very long time. What did Donald Trump do just after he got settled into office in 2017? He Created Space Force… Donald Trump did not mention Space Force ONE SINGLE TIME, during his entire run for office in 2016. Trump was briefed… and as Trump says, one day, he’s going to tell you how great and important they are. • June 18, 2018: Trump - announced his intention to create the U.S. Space Force and directed the DoD to begin the process of establishing it as a new military branch. - January 2019: Trump signed the Space Policy Directive-4, formally directing the DoD to establish the Space Force as a branch under the Air Force. • March 2019, Trump: signed EO 13865 - “Coordinating National Resilience to Electromagnetic Pulses” • December 20, 2019: Trump signed the (NDAA) for Fiscal Year 2020 into law, creating the Space Force as the sixth branch of the U.S. military - February 2020: The Space Force assumed control of the Space and Missile Systems Center, enhancing its role in satellite and missile defense systems critical for EMP threat detection. • May 2020: Trump signed an EO 13920 - on Securing the United States Bulk-Power System - August 2020: The Space Force released its first doctrine, prioritizing space domain awareness and control, which includes protecting satellites from EMP-related threats. • September, 2020: The Department of Homeland Security released this statement in connection with EO 13865 DHS Combats Potential Electromagnetic Pulse (EMP) Attack • July 2020: Space Force activated the Space Delta 9, focused on orbital warfare, including protecting satellites from threats like EMP-capable anti-satellite weapons. It assumed control of the X-37B program October 2020. —— this is the same X-37B Secret Military Spaceplane Launched by the US on a Classified High-Orbit Mission Dec 2023. • April 2021: The Space Force established the Space Warfighting Analysis Center (SWAC) to develop force designs for missile warning and satellite protection, enhancing EMP defense capabilities. • June 2021: Space Force established the Space Systems Command (SSC), consolidating space acquisition and development, including EMP-hardened satellite programs like the Next-Generation Overhead Persistent Infrared (Next-Gen OPIR) for missile warning. • August 2022: SPACE FORCE took over the Army’s Missile Warning Ground Stations As you can see, President Trump has been preparing…
5:36

🚨 Why is China urging against the US having a Missile Defense System? I 100% believe there was a plan to detonate a major EMP Nuke over America… Let me explain… Whether or not you paid any attention to the Q drops, the drops literally talked about a 16 year plan to destroy America by installing Obama and Hillary Clinton 8 years each, which involved a EMP strike on America. “KILL NASA (prevent space domination/allow bad actors to take down MIL SATs/WW secure comms/install WMDs) - RISK OF EMP SPACE ORIG (HELPLESS)” Obama deliberately weakened U.S. space defenses by canceling NASA’s Constellation program in 2010 and retiring the Space Shuttle in 2011. So between 2011–2020, he intentionally created vulnerabilities by limiting U.S. ability to maintain defense satellites critical for detecting EMP threats—high-altitude bursts that could disrupt military and civilian systems. What this equates to is, an EMP payload would have detonated in space somewhere over the continental United States, disabling ALL satellites, including US Military satellites, leaving our military vulnerable (helpless). That is what Q alluded to. Whether or not you like Q, Q was 100% on point with the 16 Year Plan, and what Obama did in his 8 years as president — he began destabilizing the country and destroyed our military readiness. An EMP attack would be just as deadly, or even deadlier than a nuclear attack… without the fallout. If Q isn’t your cup of coffee, there is tons of evidence to prove Donald Trump has been preparing for this for a very long time. What did Donald Trump do just after he got settled into office in 2017? He Created Space Force… Donald Trump did not mention Space Force ONE SINGLE TIME, during his entire run for office in 2016. Trump was briefed… and as Trump says, one day, he’s going to tell you how great and important they are. • June 18, 2018: Trump - announced his intention to create the U.S. Space Force and directed the DoD to begin the process of establishing it as a new military branch. - January 2019: Trump signed the Space Policy Directive-4, formally directing the DoD to establish the Space Force as a branch under the Air Force. • March 2019, Trump: signed EO 13865 - “Coordinating National Resilience to Electromagnetic Pulses” • December 20, 2019: Trump signed the (NDAA) for Fiscal Year 2020 into law, creating the Space Force as the sixth branch of the U.S. military - February 2020: The Space Force assumed control of the Space and Missile Systems Center, enhancing its role in satellite and missile defense systems critical for EMP threat detection. • May 2020: Trump signed an EO 13920 - on Securing the United States Bulk-Power System - August 2020: The Space Force released its first doctrine, prioritizing space domain awareness and control, which includes protecting satellites from EMP-related threats. • September, 2020: The Department of Homeland Security released this statement in connection with EO 13865 DHS Combats Potential Electromagnetic Pulse (EMP) Attack • July 2020: Space Force activated the Space Delta 9, focused on orbital warfare, including protecting satellites from threats like EMP-capable anti-satellite weapons. It assumed control of the X-37B program October 2020. —— this is the same X-37B Secret Military Spaceplane Launched by the US on a Classified High-Orbit Mission Dec 2023. • April 2021: The Space Force established the Space Warfighting Analysis Center (SWAC) to develop force designs for missile warning and satellite protection, enhancing EMP defense capabilities. • June 2021: Space Force established the Space Systems Command (SSC), consolidating space acquisition and development, including EMP-hardened satellite programs like the Next-Generation Overhead Persistent Infrared (Next-Gen OPIR) for missile warning. • August 2022: SPACE FORCE took over the Army’s Missile Warning Ground Stations As you can see, President Trump has been preparing…

MJTruthUltra

239,672 次观看 • 1 年前

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."
2:30

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

Patrick OShaughnessy

268,098 次观看 • 3 个月前

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.
1:01

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

12,738 次观看 • 3 个月前

$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

208,571 次观看 • 8 个月前

Belarus has become Russia’s nuclear staging ground. Belarus has not been annexed. But functionally, it has already become part of Russia. Lukashenko has long existed only with the Kremlin’s permission. When Russia invaded Ukraine in February 2022, Lukashenko officially appeared to be a bystander - yet missiles and columns of tanks moved through Belarusian territory. Russia used it as its own operational zone. In March 2023, Putin announced the deployment of tactical nuclear weapons. In December 2024, Russia and Belarus signed the Treaty on Security Guarantees that legalized permanent Russian bases and legally included Belarus in Russia’s nuclear strategy. Since mid-2025, around 2,000 Russian troops have been permanently stationed in Belarus, including air defense and aerospace units. In December 2025, the Oreshnik ballistic missile entered combat duty near Krychaw. In May 2026, large-scale joint nuclear exercises were held: 64,000 troops, 200 missile launchers, 73 surface ships, and 13 submarines. The nuclear sharing agreement marks a departure from Russia’s long-standing position, as Moscow spent decades criticizing NATO’s nuclear-sharing arrangements. Now it is reproducing the same model it once condemned. The 2024 nuclear doctrine explicitly equated a conventional attack on Belarus with an attack on Russia - automatically creating conditions for a nuclear response. Control over the warheads officially remains with Moscow. But Putin stated that Lukashenko himself would select targets for Oreshnik deployed in Belarus. In other words, the Belarusian president would bear public responsibility for missiles launched by Putin. Now to the arsenal and the numbers. As of March 2026, Russia possesses around 4,400 nuclear warheads in total, of which up to 2,000 are assigned to non-strategic tactical forces. Belarus hosts Iskander-M - the 465th missile brigade in Asipovichy. Range: up to 500 km. Accuracy: 5-7 meters. Nuclear warhead: 10-50 kilotons. Vilnius is just 340 km away. Flight time: 3-4 minutes. NATO would have virtually no warning time. Oreshnik belongs to another category. Speed exceeds 14,000 km/h. Up to six independent MIRV blocks, each capable of deploying up to six sub-warheads. Range exceeds 5,500 km. Interception by modern air defense systems is almost impossible. From Belarusian positions, Oreshnik can reach an airbase in Poland in 11 minutes and NATO headquarters in Brussels in 17 minutes. Berlin, Ramstein, and Warsaw all fall within range. According to Ukraine’s Defense Intelligence, only three missiles had been produced at the time of deployment. One was used against Dnipro in November 2024. One was destroyed in Kapustin Yar during a joint operation involving Ukraine’s Security Service, Defense Intelligence, and Foreign Intelligence Service. The Kremlin plans to produce up to six missiles per year. There is also Lida airbase - just 40 km from the Lithuanian border. Modified Su-25 aircraft are capable of carrying nuclear bombs. The most dangerous problem is neither range nor speed. It is the impossibility of identification. Until the moment of impact, it is impossible to determine whether Oreshnik carries a nuclear or conventional warhead. Every launch is an automatic nuclear alarm regardless of the actual payload. This ambiguity is a strategic weapon no less important than the warhead itself. Now to the likely scenarios. ◾️ The most likely scenario is not total nuclear war. It is a "demonstration strike": a single low-yield tactical strike against a peripheral military base - for example, an airfield in Poland or the Baltics. The goal is not destruction but testing Article 5. The Kremlin’s logic: "You will not launch a nuclear response over a single tactical strike." ◾️ The second scenario is an Oreshnik strike against a NATO logistics hub: Rzeszów, Ramstein, Warsaw. Most likely with conventional warheads. But this cannot be confirmed before impact. Even a conventional strike under the carrier’s nuclear ambiguity could freeze weapons transit to Ukraine. Shock and fear of escalation alone would be a sufficient outcome for the Kremlin. ◾️ The third scenario is a strike on a nuclear power plant with a conventional warhead. A radiological effect without the formal use of weapons of mass destruction. Maximum psychological pressure on Europe. ◾️ The fourth: a new ground offensive against Ukraine launched from Belarusian territory under nuclear blackmail. NATO freezes, Ukraine becomes isolated, and the frontline shrinks by 400 kilometers. Finally, let’s turn to the West’s response - or the absence of one. No symmetrical nuclear response followed. NATO did not deploy nuclear weapons in the Baltics or Poland. The response remained conventional: additional brigades and expanded air defense. New START expired in February 2026. No new treaty exists. Verification of nuclear arsenals is effectively absent. The United States abandoned the "voluntary compliance with limits" proposed by Russia. Patriot and THAAD were not designed to intercept targets at Mach 10 with maneuvering flight trajectories. Kyiv directly called Belarus’s transformation into a "nuclear outpost" near NATO borders an unprecedented challenge to the global security architecture and a dangerous precedent that de facto legitimizes nuclear proliferation among authoritarian regimes.
1:06

Belarus has become Russia’s nuclear staging ground. Belarus has not been annexed. But functionally, it has already become part of Russia. Lukashenko has long existed only with the Kremlin’s permission. When Russia invaded Ukraine in February 2022, Lukashenko officially appeared to be a bystander - yet missiles and columns of tanks moved through Belarusian territory. Russia used it as its own operational zone. In March 2023, Putin announced the deployment of tactical nuclear weapons. In December 2024, Russia and Belarus signed the Treaty on Security Guarantees that legalized permanent Russian bases and legally included Belarus in Russia’s nuclear strategy. Since mid-2025, around 2,000 Russian troops have been permanently stationed in Belarus, including air defense and aerospace units. In December 2025, the Oreshnik ballistic missile entered combat duty near Krychaw. In May 2026, large-scale joint nuclear exercises were held: 64,000 troops, 200 missile launchers, 73 surface ships, and 13 submarines. The nuclear sharing agreement marks a departure from Russia’s long-standing position, as Moscow spent decades criticizing NATO’s nuclear-sharing arrangements. Now it is reproducing the same model it once condemned. The 2024 nuclear doctrine explicitly equated a conventional attack on Belarus with an attack on Russia - automatically creating conditions for a nuclear response. Control over the warheads officially remains with Moscow. But Putin stated that Lukashenko himself would select targets for Oreshnik deployed in Belarus. In other words, the Belarusian president would bear public responsibility for missiles launched by Putin. Now to the arsenal and the numbers. As of March 2026, Russia possesses around 4,400 nuclear warheads in total, of which up to 2,000 are assigned to non-strategic tactical forces. Belarus hosts Iskander-M - the 465th missile brigade in Asipovichy. Range: up to 500 km. Accuracy: 5-7 meters. Nuclear warhead: 10-50 kilotons. Vilnius is just 340 km away. Flight time: 3-4 minutes. NATO would have virtually no warning time. Oreshnik belongs to another category. Speed exceeds 14,000 km/h. Up to six independent MIRV blocks, each capable of deploying up to six sub-warheads. Range exceeds 5,500 km. Interception by modern air defense systems is almost impossible. From Belarusian positions, Oreshnik can reach an airbase in Poland in 11 minutes and NATO headquarters in Brussels in 17 minutes. Berlin, Ramstein, and Warsaw all fall within range. According to Ukraine’s Defense Intelligence, only three missiles had been produced at the time of deployment. One was used against Dnipro in November 2024. One was destroyed in Kapustin Yar during a joint operation involving Ukraine’s Security Service, Defense Intelligence, and Foreign Intelligence Service. The Kremlin plans to produce up to six missiles per year. There is also Lida airbase - just 40 km from the Lithuanian border. Modified Su-25 aircraft are capable of carrying nuclear bombs. The most dangerous problem is neither range nor speed. It is the impossibility of identification. Until the moment of impact, it is impossible to determine whether Oreshnik carries a nuclear or conventional warhead. Every launch is an automatic nuclear alarm regardless of the actual payload. This ambiguity is a strategic weapon no less important than the warhead itself. Now to the likely scenarios. ◾️ The most likely scenario is not total nuclear war. It is a "demonstration strike": a single low-yield tactical strike against a peripheral military base - for example, an airfield in Poland or the Baltics. The goal is not destruction but testing Article 5. The Kremlin’s logic: "You will not launch a nuclear response over a single tactical strike." ◾️ The second scenario is an Oreshnik strike against a NATO logistics hub: Rzeszów, Ramstein, Warsaw. Most likely with conventional warheads. But this cannot be confirmed before impact. Even a conventional strike under the carrier’s nuclear ambiguity could freeze weapons transit to Ukraine. Shock and fear of escalation alone would be a sufficient outcome for the Kremlin. ◾️ The third scenario is a strike on a nuclear power plant with a conventional warhead. A radiological effect without the formal use of weapons of mass destruction. Maximum psychological pressure on Europe. ◾️ The fourth: a new ground offensive against Ukraine launched from Belarusian territory under nuclear blackmail. NATO freezes, Ukraine becomes isolated, and the frontline shrinks by 400 kilometers. Finally, let’s turn to the West’s response - or the absence of one. No symmetrical nuclear response followed. NATO did not deploy nuclear weapons in the Baltics or Poland. The response remained conventional: additional brigades and expanded air defense. New START expired in February 2026. No new treaty exists. Verification of nuclear arsenals is effectively absent. The United States abandoned the "voluntary compliance with limits" proposed by Russia. Patriot and THAAD were not designed to intercept targets at Mach 10 with maneuvering flight trajectories. Kyiv directly called Belarus’s transformation into a "nuclear outpost" near NATO borders an unprecedented challenge to the global security architecture and a dangerous precedent that de facto legitimizes nuclear proliferation among authoritarian regimes.

Anton Gerashchenko

59,276 次观看 • 3 个月前

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

2,909,073 次观看 • 8 个月前