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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....

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Patrick OShaughnessy

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268,098 次观看 • 3 个月前 •via X (Twitter)

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"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."
3:01

"The most important thing in the next 3-4 years is data centers in space. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth. In space, you can keep a satellite in the sun 24 hours a day. The sun is 30% more intense, which results in six times more irradiance than on Earth. So you don't need a battery. The cooling in these data centers is incredibly complicated. Space cooling is free. You just put a radiator on the dark side of the satellite. The only thing faster than a laser going through a fiber optic cable is a laser going through absolute vacuum. Link satellites with lasers, and you have a faster and more coherent network than any data center on Earth."

Patrick OShaughnessy

8,215,039 次观看 • 8 个月前

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space
0:26

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 次观看 • 2 个月前

Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”
0:44

Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

Beanie👾

1,098,152 次观看 • 6 个月前

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."
1:45

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

DogeDesigner

48,139 次观看 • 2 个月前

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

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

DogeDesigner

65,218 次观看 • 1 个月前

Sam Altman in a new interview says Orbital Data Centers are not going to matter at scale this decade: “I honestly think the idea, with the current landscape of putting data centers in space is ridiculous. If you do the very rough math of launch costs relative to the cost of power on earth and to say nothing how you are going to fix a broken GPU in space— they do break a lot unfortunately— we are not there yet. There will be a time, space is great for a lot of things, Orbital Data Centers are not something that is going to matter at scale this decade.” This clip isn’t going to age well for Sam.
0:39

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

Nic Cruz Patane

72,344 次观看 • 5 个月前

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward
1:51

It’s actually happening: Video footage of construction for SpaceX’s project to put AI Data Centers in orbit These Data Centers in space won’t take up earths resources like electricity and water because they will use solar power and be cooled by space “The SpaceX campus in Bastrop County is pushing for an ambitious project that would build what it's calling the AI1 satellite, a data center in space. There are visible signs construction is underway after the tech company announced this large expansion project where the Starlink facility currently sits it's being called the GigaSat factory — The company plans to launch these satellites into Earth's orbit with SpaceX Starships. The company says this tech will be powered by solar energy, and the cold temperatures in space will keep it from overheating” The goal is large scale meaningful production by the end of 2027, supporting an annualized rate of ~1 GW of orbital AI compute. This means thousands of satellites per year, with even more to scale much higher afterward

Wall Street Apes

71,284 次观看 • 6 天前

ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."
1:41

ELON MUSK: "The most obvious one is actually solar powered AI satellites, sort of to move the AI to orbit and essentially deep space over time, because there you can actually access over a billion times more energy from the sun in deep space than you can on Earth. The scaling to Kardashev, which is using some non trivial amount of energy from the sun. You kind of have to do space solar power. Like to even use a millionth of a percent of the sun's energy you you really have to be have your solar power in deep space."

DogeDesigner

266,777 次观看 • 9 个月前

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

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

Muskonomy

26,421 次观看 • 1 个月前

ELON MUSK: "It's always sunny in space. My prediction is that far the cheapest place to put AI will be space in 36 months or less. It's harder to scale on ground than it is to scale in space. Also you're going to get about five times the effectiveness of solar panels in space versus the ground, and you don't need batteries. It's also much cheaper in space. I almost wore my other shirt, which says It's always sunny in space, which it is so because you don't have a day night cycle or seasonality clouds or an atmosphere in space, because the atmosphere alone, results are about a 30% loss of energy."
2:33

ELON MUSK: "It's always sunny in space. My prediction is that far the cheapest place to put AI will be space in 36 months or less. It's harder to scale on ground than it is to scale in space. Also you're going to get about five times the effectiveness of solar panels in space versus the ground, and you don't need batteries. It's also much cheaper in space. I almost wore my other shirt, which says It's always sunny in space, which it is so because you don't have a day night cycle or seasonality clouds or an atmosphere in space, because the atmosphere alone, results are about a 30% loss of energy."

DogeDesigner

18,208 次观看 • 6 个月前

Jeff Bezos: Orbital Compute > Terrestrial Compute "in the sun synchronous orbit, you're in daylight almost all the time, 99 plus percent. And so your solar cells are working for you the whole time. There are a lot of questions about orbital data centers and can it really work and people get worried about heat rejection and things like this. All of these physics problems are easily solvable. Heat rejection is not a real problem. It's all these questions are really about cost. So cost of production of the solar cells, the cost of production of the satellites and the cost of launch will eventually the lines will cross and eventually orbital compute will be a better option than terrestrial compute."
1:25

Jeff Bezos: Orbital Compute > Terrestrial Compute "in the sun synchronous orbit, you're in daylight almost all the time, 99 plus percent. And so your solar cells are working for you the whole time. There are a lot of questions about orbital data centers and can it really work and people get worried about heat rejection and things like this. All of these physics problems are easily solvable. Heat rejection is not a real problem. It's all these questions are really about cost. So cost of production of the solar cells, the cost of production of the satellites and the cost of launch will eventually the lines will cross and eventually orbital compute will be a better option than terrestrial compute."

Fireside Alpha

58,714 次观看 • 1 个月前

Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building Solar-Powered AI Data Centers in space because, as you mentioned, it’s also very cold in space. If you’re in the shadow, then it’s very cold, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s pointed away from the sun, so it has no sun incidence, and then it’s just cooling. It’s a very efficient cooling system. So, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”
0:48

Elon Musk says Space will be the lowest cost place to put AI within the next 2–3 years: “It’s a no brainer for building Solar-Powered AI Data Centers in space because, as you mentioned, it’s also very cold in space. If you’re in the shadow, then it’s very cold, just three degrees Kelvin. So you just have solar panels facing the sun and then a radiator that’s pointed away from the sun, so it has no sun incidence, and then it’s just cooling. It’s a very efficient cooling system. So, net effect is that the lowest cost place to put AI will be space, and that’ll be true within two years, maybe three at the latest.”

Nic Cruz Patane

115,890 次观看 • 6 个月前

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

815,260 次观看 • 4 个月前

Elon at Davos: "SpaceX, within a few years, will be launching solar-powered AI satellites." Last week, early SpaceX engineer Scott Nolan explained the logic behind Elon's solar AI vision: "Solar obviously takes a lot more area on the ground, but there is plenty of area for that in general. The missing piece was really storage." "Solar is inherently cyclical. To smooth it out, you need very cheap grid-scale or at least gigawatt-scale storage. Batteries or other forms. We haven't had that yet at a cost point that I think can compete with nuclear. That could change, and that would be great. But for now, in the foreseeable future on Earth, it's nuclear." "Now, when we talk about in-orbit, it's a whole different ballgame. If you have very cheap launch capacity, if your GPUs don't weigh very much, which they don't, and they're high-value, you could potentially put all of that in orbit, have your solar panel completely in sun-sync, and solve the battery issue. The one remaining piece is — you've got a lot of incident solar energy, and you're going to run those GPUs, how do you cool them? I think that's the piece that people are going to be working on for the next few years."
2:26

Elon at Davos: "SpaceX, within a few years, will be launching solar-powered AI satellites." Last week, early SpaceX engineer Scott Nolan explained the logic behind Elon's solar AI vision: "Solar obviously takes a lot more area on the ground, but there is plenty of area for that in general. The missing piece was really storage." "Solar is inherently cyclical. To smooth it out, you need very cheap grid-scale or at least gigawatt-scale storage. Batteries or other forms. We haven't had that yet at a cost point that I think can compete with nuclear. That could change, and that would be great. But for now, in the foreseeable future on Earth, it's nuclear." "Now, when we talk about in-orbit, it's a whole different ballgame. If you have very cheap launch capacity, if your GPUs don't weigh very much, which they don't, and they're high-value, you could potentially put all of that in orbit, have your solar panel completely in sun-sync, and solve the battery issue. The one remaining piece is — you've got a lot of incident solar energy, and you're going to run those GPUs, how do you cool them? I think that's the piece that people are going to be working on for the next few years."

TBPN

21,239 次观看 • 6 个月前

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

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

Nic Cruz Patane

49,035 次观看 • 8 个月前

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price
2:00

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price

plutos

124,108 次观看 • 2 个月前

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

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

Molly O’Shea

30,317 次观看 • 6 个月前

Shaun Maguire on SpaceX IPO: "Starship is the railroad to space." "In 2019, it was very predictable that Starlink would work and produce a massive amount of revenue, and we called that right." "We're now in a very similar point to where Starlink was in 2019 with AI infrastructure and orbital compute." "I think people are really underestimating how far along the orbital compute product is right now." On the $22 trillion TAM: "What do you think is the TAM for intelligence? What's the TAM for all compute infrastructure 50 years from now?" "People are underappreciating how much infrastructure is going to be built in space and how much easier it is to access energy in space." "We're at the beginning of this AI era, and we're going to double or triple the total amount of intelligence that we have access to over the next decade — so yes, I absolutely believe in the TAM, and I would even argue it's an underestimate." How much is the "railroad to space" worth in the era of AI and orbital compute? Now imagine the railroad company also owns the AI and the orbital compute. Elon Musk Shaun Maguire
2:24

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

KanekoaTheGreat

39,709 次观看 • 2 个月前

Elon Musk in a new interview on which of his businesses he is most excited about: “Well, I think that there’s increasingly a convergence, actually, between SpaceX, Tesla, and xAI, in that if the future is solar-powered AI satellites—which it pretty much needs to be in order to harness a non-trivial amount of the energy of the Sun—you have to move to solar-powered AI satellites in deep space. That is somewhat a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front. So, it does feel like, over time, there’s somewhat of a convergence there. But all the companies are doing great things. Very proud of the teams that do great work.”
0:58

Elon Musk in a new interview on which of his businesses he is most excited about: “Well, I think that there’s increasingly a convergence, actually, between SpaceX, Tesla, and xAI, in that if the future is solar-powered AI satellites—which it pretty much needs to be in order to harness a non-trivial amount of the energy of the Sun—you have to move to solar-powered AI satellites in deep space. That is somewhat a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front. So, it does feel like, over time, there’s somewhat of a convergence there. But all the companies are doing great things. Very proud of the teams that do great work.”

Nic Cruz Patane

7,511,928 次观看 • 8 个月前

.Shaun Maguire on SpaceX and the American space industry: "[The SpaceX/xAI merger] is something that in the short run will be misunderstood, and then in the long run will look to be absolutely genius." "If you believe that AGI is probably the most important market in the history of humanity... and you believe that compute has to be in space, then it is an incredibly natural combination."
2:34

.Shaun Maguire on SpaceX and the American space industry: "[The SpaceX/xAI merger] is something that in the short run will be misunderstood, and then in the long run will look to be absolutely genius." "If you believe that AGI is probably the most important market in the history of humanity... and you believe that compute has to be in space, then it is an incredibly natural combination."

MTS

116,513 次观看 • 4 个月前