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Orbital Factory

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Rui Huang

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394,943 görüntüleme • 6 ay önce •via X (Twitter)

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

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

Mario Nawfal

49,454 görüntüleme • 1 ay önce

ELON MUSK ANNOUNCED A CHIP FACTORY 10 TIMES THE SIZE OF TESLA'S GIGAFACTORY 🤯 HE CALLS IT THE TERAFAB. THE ENTIRE GLOBAL AI CHIP INDUSTRY IS ON TRACK TO PRODUCE AROUND 100 GIGAWATTS OF COMPUTE PER YEAR. MUSK WANTS A SINGLE FACTORY TO PRODUCE 1 TERAWATT PER YEAR. THAT'S 10X THE OUTPUT OF THE ENTIRE GLOBAL INDUSTRY. THE GOAL? BUILD ENOUGH AI COMPUTE TO POWER ORBITAL DATA CENTERS. MOST PEOPLE THINK IT'S A DECADE AWAY. MUSK THINKS IT STARTS NEXT YEAR. THIS IS ABSOLUTELY CRAZY.
3:27

ELON MUSK ANNOUNCED A CHIP FACTORY 10 TIMES THE SIZE OF TESLA'S GIGAFACTORY 🤯 HE CALLS IT THE TERAFAB. THE ENTIRE GLOBAL AI CHIP INDUSTRY IS ON TRACK TO PRODUCE AROUND 100 GIGAWATTS OF COMPUTE PER YEAR. MUSK WANTS A SINGLE FACTORY TO PRODUCE 1 TERAWATT PER YEAR. THAT'S 10X THE OUTPUT OF THE ENTIRE GLOBAL INDUSTRY. THE GOAL? BUILD ENOUGH AI COMPUTE TO POWER ORBITAL DATA CENTERS. MOST PEOPLE THINK IT'S A DECADE AWAY. MUSK THINKS IT STARTS NEXT YEAR. THIS IS ABSOLUTELY CRAZY.

Vivek Sen

84,878 görüntüleme • 9 gün önce

"When Vikram-1 launches soon, it will carry the confidence of an Aatmanirbhar Bharat." Thank you, Honourable Union Minister G Kishan Reddy Garu, for gracing the inauguration of Infinity Campus and for your inspiring words that embody the spirit of this milestone. Your presence at this historic moment — as the Honourable Prime Minister Shri Narendra Modi unveiled India's first private orbital-class rocket and largest private rocket factory — means a great deal to us. #InfinityInaugurated #IndiaToInfinity
1:08

"When Vikram-1 launches soon, it will carry the confidence of an Aatmanirbhar Bharat." Thank you, Honourable Union Minister G Kishan Reddy Garu, for gracing the inauguration of Infinity Campus and for your inspiring words that embody the spirit of this milestone. Your presence at this historic moment — as the Honourable Prime Minister Shri Narendra Modi unveiled India's first private orbital-class rocket and largest private rocket factory — means a great deal to us. #InfinityInaugurated #IndiaToInfinity

Skyroot Aerospace

20,481 görüntüleme • 8 ay önce

Starship can reach Mars. But stainless steel mass makes return impossible. And now TeraFab’s orbital AI compute is becoming the enabling layer that closes the gap. The moment you attempt a crewed round-trip, you need: • 2,400 metric tons of ISRU propellant on the Martian surface • Structural mass trimmed by microns across millions of design permutations • Radiation-hardened autonomy that survives years in deep space • First-wave construction before any humans arrive • Launch cadence that collapses cost to ~$100/kg TeraFab is evolving into the silicon backbone for true multiplanetary capability. - $119B Texas facility producing 1 terawatt of custom silicon per year - 80% radiation-hardened D3 chips powering orbital simulation clusters - Millions of Starship variants digitally flown in weeks - 20% AI5 edge chips for Optimus legions that build propellant plants - 135 Starship flights/day delivering orbital compute - Revenue loop that self-funds the Mars fleet This is much bigger than “just a chip factory” It’s the bridge that turns an engineering impossibility into a scheduled logistics problem and moves manufacturing off Earth’s gravity well forever.
5:27

Starship can reach Mars. But stainless steel mass makes return impossible. And now TeraFab’s orbital AI compute is becoming the enabling layer that closes the gap. The moment you attempt a crewed round-trip, you need: • 2,400 metric tons of ISRU propellant on the Martian surface • Structural mass trimmed by microns across millions of design permutations • Radiation-hardened autonomy that survives years in deep space • First-wave construction before any humans arrive • Launch cadence that collapses cost to ~$100/kg TeraFab is evolving into the silicon backbone for true multiplanetary capability. - $119B Texas facility producing 1 terawatt of custom silicon per year - 80% radiation-hardened D3 chips powering orbital simulation clusters - Millions of Starship variants digitally flown in weeks - 20% AI5 edge chips for Optimus legions that build propellant plants - 135 Starship flights/day delivering orbital compute - Revenue loop that self-funds the Mars fleet This is much bigger than “just a chip factory” It’s the bridge that turns an engineering impossibility into a scheduled logistics problem and moves manufacturing off Earth’s gravity well forever.

Lacey

49,029 görüntüleme • 2 ay önce

🚨 BREAKING: Canada just spent $200 million on a “spaceport.” It’s just a gravel pad near Canso, Nova Scotia. For context, SpaceX spent $200 million building Starbase, a full orbital launch facility with multiple pads, a rocket factory, and a catching tower. We have a 10 year lease We don’t own the land We don’t own the infrastructure We leased a field. With no rocket. Canada has relied on the US to get its satellites into space. We still will. Defence Minister McGuinty announced this proudly at a press conference. 🤣 $200 million. A gravel pad. A 10-year lease. Our government blows.
1:57

🚨 BREAKING: Canada just spent $200 million on a “spaceport.” It’s just a gravel pad near Canso, Nova Scotia. For context, SpaceX spent $200 million building Starbase, a full orbital launch facility with multiple pads, a rocket factory, and a catching tower. We have a 10 year lease We don’t own the land We don’t own the infrastructure We leased a field. With no rocket. Canada has relied on the US to get its satellites into space. We still will. Defence Minister McGuinty announced this proudly at a press conference. 🤣 $200 million. A gravel pad. A 10-year lease. Our government blows.

Mario Zelaya

161,756 görüntüleme • 3 ay önce

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.
0:27

ONE DAY BEFORE THE BIGGEST IPO IN HISTORY, MUSK IS PITCHING A $119 BILLION CHIP FACTORY TO THE ONLY COMPANY THAT CAN BUILD IT. 🇺🇸 This week Musk speaks at ASML's private conference, the firm whose machines print every advanced chip on earth. No ASML, no Nvidia, no TSMC. The topic isn't a secret. It's Terafab, a SpaceX-Tesla-xAI plan for a 2nm fab in Texas. First phase $55 billion, total up to $119 billion. The timing isn't random. Days before SpaceX goes public, Musk is handing IPO investors a growth story beyond rockets: Custom silicon for orbital AI data centers. This is how you justify a $1,750,000,000,000 valuation.

Merlijn The Trader

246,413 görüntüleme • 1 ay önce

Canada's first orbital-class rocket engine is now being manufactured! Our patent pending Hadfield-150 engine is the largest and most powerful rocket engine ever built in Canada, and the first known Canadian orbital-class engine to make it to this stage. The Hadfield-150 builds on everything we learned after years of painstakingly designing, manufacturing, and testing the Hadfield-10 series, our first regeneratively cooled and additively manufactured liquid rocket engine. Every engine test, both successful and unsuccessful on our Darkhorse test stand at Area 66, retired risk that's now carried straight into Hadfield-150 and sovereign orbital launch for Canada. A few details about the Hadfield-150 engine series: ✅ Designed to power Tundra and Tundra+, our light and medium-lift launch vehicles, and built to scale to Tempest, our larger reusable medium lift vehicle ✅ Manufactured entirely in-house, from design to print to test, for true sovereign launch capability ✅ Produced at Rocket Factory 1, on our expanding fleet of metal additive manufacturing systems at the AMA Lab, including the largest known metal 3D printer in Canada ✅ Designed for reusability and medium-lift scale from the outset, and built to significantly cut the time, infrastructure, manufacturing and cost iterative engine testing usually requires, with room to scale to even larger engines by leveraging the same design ✅ Capable of engine-out functionality, so losing one on an early flight doesn't have to mean losing the mission ✅ Optimized for Canada's Launch the North initiative, to deliver sovereign operational capability in a time and cost efficient manner Initial testing starts later this year at our new Blackhawk orbital engine test cell at Area 66, our private test range in Ontario. Stacked, integrated vehicle testing comes later at the Atlantic Spaceport Complex, our spaceport in Newfoundland and Labrador. Stay tuned for some exciting and fiery milestones ahead! 🚀🇨🇦 National Defence Defence Research and Development Canada Canadian Space Agency Transport Canada NGen Canada
0:32

Canada's first orbital-class rocket engine is now being manufactured! Our patent pending Hadfield-150 engine is the largest and most powerful rocket engine ever built in Canada, and the first known Canadian orbital-class engine to make it to this stage. The Hadfield-150 builds on everything we learned after years of painstakingly designing, manufacturing, and testing the Hadfield-10 series, our first regeneratively cooled and additively manufactured liquid rocket engine. Every engine test, both successful and unsuccessful on our Darkhorse test stand at Area 66, retired risk that's now carried straight into Hadfield-150 and sovereign orbital launch for Canada. A few details about the Hadfield-150 engine series: ✅ Designed to power Tundra and Tundra+, our light and medium-lift launch vehicles, and built to scale to Tempest, our larger reusable medium lift vehicle ✅ Manufactured entirely in-house, from design to print to test, for true sovereign launch capability ✅ Produced at Rocket Factory 1, on our expanding fleet of metal additive manufacturing systems at the AMA Lab, including the largest known metal 3D printer in Canada ✅ Designed for reusability and medium-lift scale from the outset, and built to significantly cut the time, infrastructure, manufacturing and cost iterative engine testing usually requires, with room to scale to even larger engines by leveraging the same design ✅ Capable of engine-out functionality, so losing one on an early flight doesn't have to mean losing the mission ✅ Optimized for Canada's Launch the North initiative, to deliver sovereign operational capability in a time and cost efficient manner Initial testing starts later this year at our new Blackhawk orbital engine test cell at Area 66, our private test range in Ontario. Stacked, integrated vehicle testing comes later at the Atlantic Spaceport Complex, our spaceport in Newfoundland and Labrador. Stay tuned for some exciting and fiery milestones ahead! 🚀🇨🇦 National Defence Defence Research and Development Canada Canadian Space Agency Transport Canada NGen Canada

NordSpace 🇨🇦

27,202 görüntüleme • 1 ay önce

Elon Musk announced a chip factory 10 times the size of Tesla's Gigafactory. The goal is to produce enough AI compute to equal twice the entire electricity consumption of the United States. He called it the Terafab. Here is the number that stopped me cold. The entire global AI chip industry right now is on track to hit around 100 gigawatts per year of compute. Every Nvidia GPU, every Google TPU, every chip from every company on earth combined. 100 gigawatts. Musk wants one factory to produce a terawatt per year. A terawatt is 1,000 gigawatts. Ten times the output of the entire global industry. From a single building. To put the scale in physical terms, the Terafab would need to be around 100 million square feet. You would need Starship point to point transport just to get from one end to the other. But the reason for the scale is not ambition for its own sake. To launch meaningful AI compute into space, you need a billion chips per year running at a kilowatt each. That is not a number the current industry can produce. The Terafab is the only way to get there. The timeline he put out: a gigawatt of space AI compute annualized by end of next year. Then 10x per year from there. 10 gigawatts by year two. 100 gigawatts by year three. A terawatt beyond that. Most people think orbital data centers are a decade away. Musk is building the factory to make them possible by next year.
3:26

Elon Musk announced a chip factory 10 times the size of Tesla's Gigafactory. The goal is to produce enough AI compute to equal twice the entire electricity consumption of the United States. He called it the Terafab. Here is the number that stopped me cold. The entire global AI chip industry right now is on track to hit around 100 gigawatts per year of compute. Every Nvidia GPU, every Google TPU, every chip from every company on earth combined. 100 gigawatts. Musk wants one factory to produce a terawatt per year. A terawatt is 1,000 gigawatts. Ten times the output of the entire global industry. From a single building. To put the scale in physical terms, the Terafab would need to be around 100 million square feet. You would need Starship point to point transport just to get from one end to the other. But the reason for the scale is not ambition for its own sake. To launch meaningful AI compute into space, you need a billion chips per year running at a kilowatt each. That is not a number the current industry can produce. The Terafab is the only way to get there. The timeline he put out: a gigawatt of space AI compute annualized by end of next year. Then 10x per year from there. 10 gigawatts by year two. 100 gigawatts by year three. A terawatt beyond that. Most people think orbital data centers are a decade away. Musk is building the factory to make them possible by next year.

Ihtesham Ali

316,910 görüntüleme • 1 ay önce

Important numbers from Terafab announcement: More than $16.8 billion — first-phase investment from SpaceX and Tesla. 3,000+ new jobs — expected to be created. $30 million — Texas Enterprise Fund grant. 100 million square feet — planned Terafab size, around 9.3 million square meters. 10 million square feet — size listed for Tesla’s Giga Texas factory. 10× larger — Terafab compared with Giga Texas by the website’s stated floor areas. More than 1 TW per year — targeted Terafab compute output. 1,000 GW / 1 trillion watts — equivalent to 1 TW. 0.5 TW — current annual U.S. consumption shown for comparison. 2× current U.S. consumption — Terafab’s targeted annual output. More than 1 TW — projected combined chip demand from SpaceX and Tesla. 1 billion Optimus robots — long-term scale envisioned for robots doing the work. 10 million tons per year — targeted mass launched into orbit. More than 1 TW of solar power — required for the orbital-compute vision.
0:26

Important numbers from Terafab announcement: More than $16.8 billion — first-phase investment from SpaceX and Tesla. 3,000+ new jobs — expected to be created. $30 million — Texas Enterprise Fund grant. 100 million square feet — planned Terafab size, around 9.3 million square meters. 10 million square feet — size listed for Tesla’s Giga Texas factory. 10× larger — Terafab compared with Giga Texas by the website’s stated floor areas. More than 1 TW per year — targeted Terafab compute output. 1,000 GW / 1 trillion watts — equivalent to 1 TW. 0.5 TW — current annual U.S. consumption shown for comparison. 2× current U.S. consumption — Terafab’s targeted annual output. More than 1 TW — projected combined chip demand from SpaceX and Tesla. 1 billion Optimus robots — long-term scale envisioned for robots doing the work. 10 million tons per year — targeted mass launched into orbit. More than 1 TW of solar power — required for the orbital-compute vision.

DogeDesigner

165,837 görüntüleme • 1 gün önce

Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.
0:27

Elon Musk just posted three numbers that should terrify every semiconductor company on Earth. A terawatt of chips. A terawatt of solar. Ten million tons to orbit per year. That is not a product roadmap. That is a species-level engineering ultimatum. Musk: “Build a terawatt of chips, a terawatt of solar, and 10 million tons to orbit per year.” A terawatt is roughly the entire power generation capacity of the United States. He is not asking for a bigger factory. He is asking for a second grid. The name alone tells you the scale. Terafab. Not gigafab. Tera. A thousand times the prefix. A thousand times the ambition. Every chip company on the planet currently begs TSMC for allocation. They wait in line. They negotiate quarters in advance for a fractional increase in supply. Musk looked at that line and started building the factory that makes it extinct. Vertical integration from lithography to packaging. Design to deployment. Under one roof in Texas. But the factory is not the point. The destination is. Most of this output is not staying on the ground. That is where SpaceX turns from a rocket company into the supply chain for orbital compute. You build the chips. You build the solar. You launch them into the vacuum where the Sun never sets and nothing on Earth can compete. The companies optimizing their server racks in Nevada are solving last decade’s problem with last decade’s ceiling. Musk is fusing Tesla, SpaceX, and xAI into a single organism. One builds the energy. One builds the delivery system. One builds the thing they are both feeding. Nobody has ever welded three companies together into a vertical stack like this. Because nobody has ever tried to do what he is actually attempting. Which is not building a chip factory. It is building the industrial base for a civilization that does not end at the atmosphere. And this is what separates Musk from every other CEO alive. He does not manage companies. He runs them like engineering floors where the only thing that matters is whether you can build. No committees. No twelve layers of approval. No political career tracks disguised as leadership. You either ship or you leave. That is why the most talented engineers on the planet keep walking through his doors. Not because the hours are easy. Because the mission is real and the bureaucracy is gone. Every other company on Earth makes you fight the org chart before you fight the problem. Musk deleted the org chart. Musk: “Join us on this journey.” That is the most understated recruiting pitch for the most ambitious project a human being has ever publicly committed to. And he said it the same way he says everything. Like it is already done.

Dustin

190,523 görüntüleme • 4 ay önce

Elon Musk was asked how he’d manufacture satellites at scale. He described building a factory on the moon. And almost nobody caught what he was laying out. Musk: “The lunar soil is like 20% silicon. So you can mine the silicon on the moon, refine it, and create the solar cells and the radiators on the moon.” He’s not talking about going to the moon. He’s talking about turning it into a production line. Mining silicon from lunar soil. Refining it on the surface. Building solar cells from materials already in the ground. Building radiators from aluminum buried in the dust. No supply ships. No trillion-dollar cargo drops. Extract, refine, build. On site. Musk: “You can make the radiators out of aluminum. There’s plenty of silicon and aluminum on the moon.” The physics backs every word. Lunar regolith is loaded with silicon and aluminum oxide. One-sixth gravity means launching finished products into orbit costs a fraction of the energy. No atmosphere means zero drag, zero weather, zero corrosion. For manufacturing, the moon isn’t just viable. It’s superior to Earth. Musk: “The chips you could send from Earth, ‘cause they’re pretty light.” That’s a complete off-world supply chain in twelve words. Heavy components sourced from lunar materials. Lightweight chips shipped from Earth at minimal cost. The full framework for off-planet manufacturing, solved in a single sentence. This isn’t a theorist speculating. This is the man who already lands orbital rockets on ocean barges. Running supply chain math out loud in real time. And nobody is sitting with what comes next. If the moon becomes a manufacturing base, Earth doesn’t stay at the center of anything. Earth becomes a chip supplier. The planet that invented writing, built every empire, launched the Enlightenment. Reduced to a parts vendor for a lunar factory. Every civilization in history was built on the same bet. Control land, resources, and trade routes on this planet. Every war. Every treaty. Every border. All fought over the same thin crust of rock and water. Musk is the first person engineering around that entire system. The most strategic territory in the solar system won’t be on this planet. It’ll be a quarter million miles above it. Whoever controls lunar manufacturing controls orbital infrastructure. Energy systems. Communication networks. Satellite constellations that blanket the planet below. Not through military force. Through supply chain. The nation that builds factories on the moon doesn’t need to win wars down here. They already hold the highest ground that’s ever existed. And right now, one man’s company is the only operation on Earth with the launch infrastructure to make any of this real. Built over twenty years while the rest of the industry called reusable rocketry impossible. He didn’t build a rocket company. He built the only road off this planet that works. We looked at the moon for ten thousand years and saw something sacred. One man looked up and saw a supply chain. The poets had the moon for millennia. The engineers just took it.
0:36

Elon Musk was asked how he’d manufacture satellites at scale. He described building a factory on the moon. And almost nobody caught what he was laying out. Musk: “The lunar soil is like 20% silicon. So you can mine the silicon on the moon, refine it, and create the solar cells and the radiators on the moon.” He’s not talking about going to the moon. He’s talking about turning it into a production line. Mining silicon from lunar soil. Refining it on the surface. Building solar cells from materials already in the ground. Building radiators from aluminum buried in the dust. No supply ships. No trillion-dollar cargo drops. Extract, refine, build. On site. Musk: “You can make the radiators out of aluminum. There’s plenty of silicon and aluminum on the moon.” The physics backs every word. Lunar regolith is loaded with silicon and aluminum oxide. One-sixth gravity means launching finished products into orbit costs a fraction of the energy. No atmosphere means zero drag, zero weather, zero corrosion. For manufacturing, the moon isn’t just viable. It’s superior to Earth. Musk: “The chips you could send from Earth, ‘cause they’re pretty light.” That’s a complete off-world supply chain in twelve words. Heavy components sourced from lunar materials. Lightweight chips shipped from Earth at minimal cost. The full framework for off-planet manufacturing, solved in a single sentence. This isn’t a theorist speculating. This is the man who already lands orbital rockets on ocean barges. Running supply chain math out loud in real time. And nobody is sitting with what comes next. If the moon becomes a manufacturing base, Earth doesn’t stay at the center of anything. Earth becomes a chip supplier. The planet that invented writing, built every empire, launched the Enlightenment. Reduced to a parts vendor for a lunar factory. Every civilization in history was built on the same bet. Control land, resources, and trade routes on this planet. Every war. Every treaty. Every border. All fought over the same thin crust of rock and water. Musk is the first person engineering around that entire system. The most strategic territory in the solar system won’t be on this planet. It’ll be a quarter million miles above it. Whoever controls lunar manufacturing controls orbital infrastructure. Energy systems. Communication networks. Satellite constellations that blanket the planet below. Not through military force. Through supply chain. The nation that builds factories on the moon doesn’t need to win wars down here. They already hold the highest ground that’s ever existed. And right now, one man’s company is the only operation on Earth with the launch infrastructure to make any of this real. Built over twenty years while the rest of the industry called reusable rocketry impossible. He didn’t build a rocket company. He built the only road off this planet that works. We looked at the moon for ten thousand years and saw something sacred. One man looked up and saw a supply chain. The poets had the moon for millennia. The engineers just took it.

Dustin

73,513 görüntüleme • 2 ay önce

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.
1:26

Tesla is deploying $50 BILLION across 6 factories, a chip fab, robot production lines, AI supercomputers, lithium refineries, and solar manufacturing. To put that in perspective: Tesla made $477 million in profit last quarter. And is investing at roughly 100x that rate. Every other CEO on Earth would get fired for that ratio. Elon's doing it on purpose. Here's what he's assembling: - Own chip factory (TERAFAB with Intel, $25 billion, targeting 1 terawatt of AI compute per year) - Own energy grid (Megapacks powering entire cities) - Own robot workforce (Optimus production starting this year, 1 million units per year at Fremont, 10 million per year planned at Giga Texas) - Own transportation network (robotaxi live in Austin, Dallas, Houston with zero accidents, expanding to 9+ cities) - Own AI training infrastructure (Cortex 2 supercomputer online, 280,000 GPUs by June) - Own lithium refinery (Texas, ramping now) - Own solar panels (new design with 3x the power zones of conventional panels) - Own satellite compute (80% of TERAFAB output going to SpaceX orbital AI satellites) This is just insane. No company in history has attempted to own this many layers of its own supply chain simultaneously. Amazon took 20 years to become profitable because Bezos reinvested every dollar into infrastructure. Wall Street called him insane the entire time. Elon is running the same playbook but across MORE industries, at a FASTER pace, and with technology that didn't exist 5 years ago. The TERAFAB alone is designed to produce 70% of the output of the world's largest semiconductor foundry. Under one roof. Logic chips, memory, and packaging all vertically integrated. But why is he doing this? Elon said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels it needs. When you can't buy enough of what you need, you build the factory yourself. That's the Henry Ford playbook from 1920. Ford owned the rubber plantations, the iron mines, the glass factories, the railroads, and the forests that supplied his assembly lines. Elon is doing the same thing. Except his version includes orbital data centers, humanoid robots, and autonomous vehicles. The AI5 chip is already taped out. His team worked 6 months straight through holidays and weekends to finish early. He called it the best edge compute inference chip in existence. They're already designing AI6 AND Dojo 3. Meanwhile Tesla's FSD has 1.3 million paid subscribers globally. Record new subscriptions last quarter. Regulatory approval just landed in the Netherlands. China approvals expected by Q3. While every other automaker is trying to figure out how to compete with BYD on price, Elon is building the infrastructure layer that makes the car almost irrelevant. Because if you own the chips, the energy, the robots, the AI, the transportation network, AND the manufacturing... The car is just the interface. The real product is the ecosystem. Elon is spending $50 billion to build a parallel economy that doesn't depend on anyone else's supply chain, anyone else's chips, or anyone else's energy grid. That's closer to being a country than just a company. And whether you love him or hate him, nobody else alive is even attempting this.

Ricardo

138,597 görüntüleme • 3 ay önce

Elon Musk just revealed why Tesla almost died before it started. The best suppliers in the world refused to take them seriously. Musk: “The top suppliers would not work with us, or we would get like their D team.” Not the B team. The D team. The cold logic of a supplier is simple. You assign your best engineers to Toyota and Ford. Guaranteed volume. Guaranteed payment. Companies that aren’t going bankrupt. Musk: “Which team are you going to assign to the startup that everyone says is going bankrupt? You’re going to assign the interns and rejects.” So Tesla tried outsourcing battery production to a company in Thailand that made barbecue grills. Their cells came from Japan, went to Thailand, then to England. Musk: “The supply chain was so long that you’d only find out that it didn’t work 5 months later.” Five months of dead capital. Five months of scrap inventory. Five months of building something broken before anyone knew it was broken. Musk: “There’s a massive amount of work going from prototype to production.” When you’re inventing something that has never existed, you need a fast feedback loop between the factory floor and the engineers. Find the problem today. Fix it tomorrow. Test it next week. A factory across the world destroys that loop entirely. Musk: “You cannot create a production line that never existed that’s super far away from where the engineers are.” Tesla moved everything back to headquarters. Not for better margins. Not for control. For survival. Musk: “It was vertically integrate or die.” Most founders think vertical integration is a strategic choice. Something you do when you’re big enough to afford it. Musk learned it’s the opposite. You vertically integrate precisely because you can’t afford not to. When nobody believes in you, the market will crush you with other people’s incompetence. He never forgot that lesson. He applied it to everything. SpaceX builds its own engines, rockets, and launch infrastructure. Tesla builds its own chips, batteries, and factories. xAI built its own supercomputer rather than waiting for someone else’s capacity. Starlink owns the satellites, the ground stations, and the terminals. Every company. Every layer. Owned end to end. Most people see a collection of separate ventures. What Musk built is a single vertically integrated stack running from raw materials to orbital infrastructure to artificial intelligence. That stack is now the most strategically significant private asset on earth. The geopolitical AI race isn’t just about who has the best model. It’s about who controls the full infrastructure underneath it. The chips. The power. The rockets. The satellites. The data. Countries without that infrastructure will run their AI on someone else’s hardware. Through someone else’s satellites. On someone else’s terms. The D team lesson from a battery factory in Thailand became a blueprint for technological sovereignty. The market won’t wait five months for you to discover your supply chain doesn’t work. The D team doesn’t care if your company lives or dies. Your engineers do. And right now, Musk’s engineers own the entire stack.
2:55

Elon Musk just revealed why Tesla almost died before it started. The best suppliers in the world refused to take them seriously. Musk: “The top suppliers would not work with us, or we would get like their D team.” Not the B team. The D team. The cold logic of a supplier is simple. You assign your best engineers to Toyota and Ford. Guaranteed volume. Guaranteed payment. Companies that aren’t going bankrupt. Musk: “Which team are you going to assign to the startup that everyone says is going bankrupt? You’re going to assign the interns and rejects.” So Tesla tried outsourcing battery production to a company in Thailand that made barbecue grills. Their cells came from Japan, went to Thailand, then to England. Musk: “The supply chain was so long that you’d only find out that it didn’t work 5 months later.” Five months of dead capital. Five months of scrap inventory. Five months of building something broken before anyone knew it was broken. Musk: “There’s a massive amount of work going from prototype to production.” When you’re inventing something that has never existed, you need a fast feedback loop between the factory floor and the engineers. Find the problem today. Fix it tomorrow. Test it next week. A factory across the world destroys that loop entirely. Musk: “You cannot create a production line that never existed that’s super far away from where the engineers are.” Tesla moved everything back to headquarters. Not for better margins. Not for control. For survival. Musk: “It was vertically integrate or die.” Most founders think vertical integration is a strategic choice. Something you do when you’re big enough to afford it. Musk learned it’s the opposite. You vertically integrate precisely because you can’t afford not to. When nobody believes in you, the market will crush you with other people’s incompetence. He never forgot that lesson. He applied it to everything. SpaceX builds its own engines, rockets, and launch infrastructure. Tesla builds its own chips, batteries, and factories. xAI built its own supercomputer rather than waiting for someone else’s capacity. Starlink owns the satellites, the ground stations, and the terminals. Every company. Every layer. Owned end to end. Most people see a collection of separate ventures. What Musk built is a single vertically integrated stack running from raw materials to orbital infrastructure to artificial intelligence. That stack is now the most strategically significant private asset on earth. The geopolitical AI race isn’t just about who has the best model. It’s about who controls the full infrastructure underneath it. The chips. The power. The rockets. The satellites. The data. Countries without that infrastructure will run their AI on someone else’s hardware. Through someone else’s satellites. On someone else’s terms. The D team lesson from a battery factory in Thailand became a blueprint for technological sovereignty. The market won’t wait five months for you to discover your supply chain doesn’t work. The D team doesn’t care if your company lives or dies. Your engineers do. And right now, Musk’s engineers own the entire stack.

Dustin

103,021 görüntüleme • 5 ay önce

Elon Musk just described the largest industrial project on Earth. He did not call it impossible. Musk: “It’s very difficult for humans.” Difficult. That is a man who heard impossible so many times it stopped being a warning and started being a schedule. Electric cars were impossible. The entire auto industry agreed. Every analyst cosigned. Nobody argued. Tesla builds two million a year. Reusable rockets were impossible. Every aerospace engineer on record agreed. You cannot land an orbital booster on a barge in the Atlantic. The physics will not forgive it. SpaceX lands them routinely. Sometimes two at a time. The pattern has never broken by accident. It breaks because Musk builds the system that replaces whatever could not scale. Now he is building something none of them have a category for. Musk: “To accomplish this very difficult goal really requires a combination of efforts of SpaceX, xAI, and Tesla working together to create this epic Terafab project.” Three companies. Three domains. One target. Tesla builds the factory and the power. SpaceX builds the delivery. xAI builds the intelligence. No government on Earth holds that stack. No corporation. No alliance of corporations. This is not a product launch. This is three compounding curves converging on one target. One becomes two becomes four becomes sixteen becomes two hundred fifty-six. That is one curve. Musk is stacking three. Tesla’s manufacturing compounds. SpaceX’s launch cadence compounds. xAI’s intelligence compounds. The output is not additive. It is multiplicative. By the time the curve is visible, the gap is already permanent. Musk: “Tesla and xAI and SpaceX have all done amazing things that people did not think would be done.” Every one was declared impossible by serious people with institutional authority. Every one shipped anyway. The critics hold a perfect record against Musk. Not a strong record. A perfect one. Every major prediction wrong. Every timeline dismissed. Every bet placed against him cashed at zero. They are lining up again. Same confidence. Same playbook. Same odds. By the time the industry understands what Terafab actually is, the window will already be shut.
0:58

Elon Musk just described the largest industrial project on Earth. He did not call it impossible. Musk: “It’s very difficult for humans.” Difficult. That is a man who heard impossible so many times it stopped being a warning and started being a schedule. Electric cars were impossible. The entire auto industry agreed. Every analyst cosigned. Nobody argued. Tesla builds two million a year. Reusable rockets were impossible. Every aerospace engineer on record agreed. You cannot land an orbital booster on a barge in the Atlantic. The physics will not forgive it. SpaceX lands them routinely. Sometimes two at a time. The pattern has never broken by accident. It breaks because Musk builds the system that replaces whatever could not scale. Now he is building something none of them have a category for. Musk: “To accomplish this very difficult goal really requires a combination of efforts of SpaceX, xAI, and Tesla working together to create this epic Terafab project.” Three companies. Three domains. One target. Tesla builds the factory and the power. SpaceX builds the delivery. xAI builds the intelligence. No government on Earth holds that stack. No corporation. No alliance of corporations. This is not a product launch. This is three compounding curves converging on one target. One becomes two becomes four becomes sixteen becomes two hundred fifty-six. That is one curve. Musk is stacking three. Tesla’s manufacturing compounds. SpaceX’s launch cadence compounds. xAI’s intelligence compounds. The output is not additive. It is multiplicative. By the time the curve is visible, the gap is already permanent. Musk: “Tesla and xAI and SpaceX have all done amazing things that people did not think would be done.” Every one was declared impossible by serious people with institutional authority. Every one shipped anyway. The critics hold a perfect record against Musk. Not a strong record. A perfect one. Every major prediction wrong. Every timeline dismissed. Every bet placed against him cashed at zero. They are lining up again. Same confidence. Same playbook. Same odds. By the time the industry understands what Terafab actually is, the window will already be shut.

Dustin

16,139 görüntüleme • 4 ay önce

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!
3:30

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

Milk Road AI

246,975 görüntüleme • 2 ay önce

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."
31:16

In a newly released technical update, SpaceX's leadership team, which includes communications manager Dan Huot, Director of Satellite Engineering Ian Dahl, and CEO Elon Musk, detailed a highly ambitious infrastructure roadmap to design, manufacture, and operate specialized artificial intelligence computing satellites at scale. Positioned as a major strategic pillar to dramatically elevate civilizational energy and processing capacity on the Kardashev scale, this strategy moves past traditional communications architectures into massive orbital server arrays. Here is the complete breakdown of the core technologies and timelines driving this space-based intelligence revolution: 🛰️ AI1 satellite power and compute capacity Ian Dahl and Elon Musk introduced the baseline performance targets for the first-generation AI1 satellite, explaining how its custom hardware is engineered to operate like an orbital data center server rack. Ian Dahl noted that their direct operational experience with xAI guided them to target a 150-kilowatt peak power capacity. To manage active machine learning workloads continuously, Elon Musk explained that the satellite is optimized to maintain a sustained average compute power envelope of 120 kilowatts, which directly mirrors the real-world performance of a terrestrial NVIDIA server rack. The official presentation slides outline several key operational metrics for this payload configuration: ⚡ The custom architecture delivers a 150 kW peak compute payload. 🔋 The system maintains a 120 kW sustained average compute payload under active workloads. ⚖️ The hardware achieves a highly optimized power-to-weight density of 70 kW per ton. 🔄 The layout features a completely interchangeable compute provider design. "We thought that the right place to start is around the 150 kilowatt peak power level. But as we look at the workloads with our experience with xAI, we see that we can support about 120 kilowatts of average compute. The 150 kilowatt peak power level roughly matches what, say, an NVIDIA GV300 rack would do. A more reasonable operating envelope would be around 120 kilowatts average power, but it can peak up to 150. So it is basically thinking about it as a rack of compute in space." --- 📐 AI1 satellite dimensions and thermal efficiency specs Elon Musk detailed the physical layout of the AI1 satellite, highlighting the massive dimensions required to accommodate its immense power and cooling hardware. He shared specific design criteria, explaining that the engineering relies on a custom 150 kW solar array paired with a high-capacity deployable liquid radiator thermal management system. The technical specifications of this vehicle layout include: 📏 The structural frame features a massive 70-meter wingspan. ↕️ The vehicle spans a total deployed height of 20 meters. ☀️ The onboard solar array delivers an efficiency of 250 W/m² using technology manufactured in Bastrop, Texas. 🌡️ The thermal system utilizes a 110 m² deployable liquid radiator to cleanly dump waste heat. 🔄 The cooling architecture incorporates redundant pumping loops for mission safety. 🛡️ The exterior contains integrated micrometeoroid shielding to protect the fluid lines. 🧭 The double-sided radiators achieve a dissipation rate of 1400 watts per square meter while remaining oriented knife-edge to the sun. "The assumptions here are 250 watts per square meter for the solar array and about 1400 watts per square meter for the radiators. The radiators are double-sided, radiating on both sides, and they're oriented knife-edge to the sun. They have about a 70-meter wingspan, so these are fairly large." --- 🧩 Simplified design architecture built on Starlink V3 tech Elon Musk explained that despite the satellite's imposing size, its internal architecture is fundamentally much simpler than a standard Starlink satellite. Because it lacks heavy phased array and parabolic communications antennas, the entire vehicle layout is completely streamlined around a few essential structural modules: 🎛️ The hardware framework is arranged around a centralized compute module. ☀️ Large deployable solar arrays extend outward to capture orbital energy. 🌡️ A deployable liquid-radiator thermal management system controls active operational temperatures. 🔄 The engineering team heavily leverages the component evolution and manufacturing experience gained from developing the Starlink V3 vehicle platform. "The AI satellite is actually much simpler than a Starlink satellite. A Starlink satellite has gigantic phased array antennas, parabolic antennas, and a lot of laser links, making it much more complicated. An AI satellite is essentially a lot of solar cells, a radiator, and you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. A lot of this is technology we've already made for the Starlink V3 satellites." --- 🔌 Interchangeable compute reference designs and high connectivity Elon Musk outlined a modular hardware approach for the satellite's payload, allowing it to house a variety of industry-standard processing units depending on client requirements. This interchangeable compute rack is supported by a high-bandwidth connectivity loop that links separate orbital units together or transmits data directly back to Earth. The core network parameters include: 🧠 Reference designs are fully established to seamlessly accommodate NVIDIA Reuben chips. 💾 The system architecture is built to support alternative setups using NVIDIA GB300 chips. 💻 Custom hardware layouts are explicitly designed to integrate Google TPUs. 🌐 The onboard communications setup delivers roughly 1 terabit of laser link connectivity. ⏱️ The network closes the communication loop directly with the main Starlink constellation at an ultra-low latency of only 3 milliseconds. "Our current reference design is for NVIDIA Reuben chips, or it could be either GB300 or Reuben chips. We'll also have a reference design for TPUs. Essentially, you can put up any existing chips into orbit. There would also be probably something on the order of a terabit of laser link connectivity from the satellite. Then you can connect these racks of compute to each other by the laser links or directly to the Starlink constellations. Light travels 300 kilometers per millisecond, so that's about three milliseconds away." --- 🏭 The "gigasat" AI satellite and solar production hub in Bastrop, Texas Dan Huot highlighted that the primary production hub for this entire hardware ecosystem is anchored at their sprawling complex in Bastrop, Texas, officially designated as the Gigasat factory. Elon Musk verified that construction is already actively underway on the solar manufacturing facility to feed the project's supply line, with plans moving forward to construct the adjacent AI satellite assembly lines. The physical footprint and timeline of this manufacturing hub are defined by the following benchmarks: 🗺️ The company has over 1,000 acres of land currently owned or under contract for the site. 🏢 The manufacturing complex boasts a massive structural building potential exceeding 11 million square feet. ⚙️ The facility will vertically integrate production to manufacture solar ingots, wafers, solar cells, and completed AI satellites. 📅 Both the solar and AI satellite production lines are targeted to be operational at a viable volume by the end of next year. "We're going to be building a lot of satellites and we're going to be building them here in Bastrop. We already have the solar manufacturing facility under construction, and then we will be building out the AI sat production building soon. We expect to have the AI sat production, the solar production, and all of that operating at some reasonable volume by the end of next year." --- 🏢 The 100-million-square-foot "terafab" chip factory Elon Musk revealed a massive, long-term scaling strategy to build an immense chip manufacturing facility dubbed the "terafab" to completely bypass global semiconductor volume constraints. This manufacturing infrastructure is designed to transition the company into next-generation industrial scaling by producing highly specialized computing components at an unprecedented volume. The scale of this infrastructure project is defined by several extraordinary engineering and production benchmarks: 🏭 The colossal factory is projected to span approximately 100 million square feet, making it ten times larger than the current Tesla Gigafactory Texas. ⚡ The facility is structurally engineered to achieve a massive manufacturing output of 1 terawatt per year once fully operational. 📦 This unprecedented physical footprint provides the capacity required to manufacture 1 billion full-reticle equivalent chips annually. 🔌 Each individual chip manufactured by the facility is designed to run at a power capacity of 1 kilowatt. 🇺🇸 The total scaled output of the facility represents an energy footprint that is exactly double the current annual electricity consumption of the entire United States. "In order to get to the next order of magnitude, you need a gigantic chip factory. To give you a sense of scale here, we expect that the terafab is going to be around 100 million square feet, which is 10 times the size of the Tesla Gigafactory Texas. From a logic die standpoint, that's like having a billion chips per year with a kilowatt per reticle, scaling to a terawatt per year. That is twice the current electricity consumption of the United States." --- 📶 Next-generation high-volume Starlink terminals Dan Huot and Elon Musk introduced their next-generation Starlink user terminals, which have been redesigned specifically to achieve massive manufacturing throughput. Elon Musk pointed out that these newer models will be produced in vastly higher volumes than current hardware designs to fulfill their long-term global deployment targets: 📈 The upgraded user hardware is manufactured at a much higher volume capacity than existing units. 🌍 The company's ultimate target is to successfully deploy a few hundred million of these next-generation terminals worldwide. "In fact, these are the new Starlink terminals, which we made in much higher volume than the current terminals. Ultimately, we think there's probably going to be a few hundred million Starlink terminals out there." --- 📈 Aspirational timeline for orbital AI compute scaling Elon Musk laid out an ambitious, multi-year execution timeline detailing how the company plans to progressively scale space-based processing power. The roadmap targets an initial run-rate by the end of next year and sets an aggressive pace to increase total operational capacity sequentially through a structured, multi-phase timeline: 1️⃣ The initial target aims to hit an annualized run-rate of 1 gigawatt of space AI compute by the end of next year. 2️⃣ The capacity scales to an annualized rate of 10 gigawatts within the next two and a half years. 3️⃣ The operational envelope expands to reach 100 gigawatts in three and a half years. 4️⃣ The long-term deployment plan scales directly to a full terawatt capacity per year using the output of the terafab. "The goal is to get to roughly an annualized rate of a gigawatt per year by the end of next year in terms of space AI compute. Then aspirationally, we want to scale that by an order of magnitude per year. In two and a half years, hitting an annualized rate of 10 gigawatts a year in space, and in three and a half years, maybe a hundred gigawatts, going beyond that with the terafab to scale to a terawatt per year." --- 🌕 Ultimate scaling via lunar production and mass drivers Elon Musk explained that scaling three orders of magnitude past a single terawatt forces a transition completely off-planet to avoid the logistical penalty of Earth's deep gravity well. The vision relies on establishing manufacturing infrastructure directly on the moon to leverage localized resource loops and zero-atmosphere physics: 🌙 The company plans to establish localized raw production lines on the moon to fabricate solar panels, photovoltaics, and radiators from lunar materials. ⚡ Manufacturing components locally avoids the massive fuel and mass penalties of transporting heavy structural materials from Earth. 🧲 Because the moon has no atmosphere and only one-sixth of Earth's gravity, the facility will utilize an electromagnetic mass driver to launch completed satellites. 🚀 Operating essentially as a linear electric motor rail gun, this mechanism will shoot fully assembled AI satellites straight into deep space without relying on chemical rockets. "The only way that we can really see that you can achieve that is on the moon with a mass driver, essentially where you do local production of photovoltaics, solar panels, and radiators on the moon. Because the moon has no atmosphere and only one-sixth Earth's gravity, you can accelerate the AI satellites into deep space without a rocket. You can basically shoot them into space using an electromagnetic gun, like a rail gun type—it's basically a linear electric motor."

Ming

22,203 görüntüleme • 2 ay önce

Jeff Bezos just told you where all of Earth’s factories are going. Off the planet. Bezos: “If we want to keep growing our civilization and using more energy per person, we’re eventually going to have to move all of our heavy industry off Earth.” Not a thought experiment. An engineering conclusion. One he has held since childhood. Decades on the same problem. The same answer every time. Earth is too small. Not too small for today. Too small for what today becomes. Every year the species consumes more energy. More compute. More materials. More of everything. The curve does not flatten. It never has. It never will. The planet has a hard ceiling. Fixed energy. Fixed land. Fixed resources. A closed system with a growing appetite. You do not solve that by shrinking the appetite. You solve it by expanding the system. Bezos: “We have unlimited energy in space and unlimited material resources in space.” Unlimited. Not abundant. Not plentiful. Unlimited. The Sun outputs more energy in one second than humanity could burn in a million years. The asteroid belt holds more raw material than every mine ever dug on Earth. The Moon alone carries enough helium-3 and rare earth minerals to fuel industries that do not yet have names. All of it sitting there. Untouched. While nations bleed each other over the scraps. Bezos: “We can start to build factories in space. We can start to build data centers in space.” Factories that produce zero pollution on Earth. Data centers that draw zero power from the grid. Heavy industry that generates zero waste in the atmosphere. Not because the waste disappears. Because the waste happens somewhere it does not matter. Bezos: “This planet is so beautiful and so unusual. This is the one that we’re going to want to protect. There’s no planet B.” The environmentalists and the industrialists have been fighting the same war for fifty years. Grow or protect. Build or conserve. Economy or ecology. Bezos is telling you the war was always false. You do not choose between growth and preservation. You move the growth off-world and the preservation happens automatically. Earth becomes the residential zone. The garden. The one place where biology gets to breathe. Space becomes the factory floor. The power plant. The data center. The refinery. Every smokestack. Every cooling tower. Every server farm drawing gigawatts from the grid. All of it belongs in the vacuum where energy is free and there is no ecosystem to damage. Bezos: “I don’t know how soon it will happen. It’s a job that I won’t finish. Probably my children’s children won’t finish.” He is building something he will never see completed. That is not a business plan. That is a cathedral. The kind of project that takes generations. Where the person who lays the foundation never stands in the finished building. Most founders build for an exit. Bezos is building for a timeline that outlives his grandchildren. The interviewer called it fantastical. Bezos had one response. Bezos: “Go back in time a hundred years and show somebody your iPhone.” Everything that exists today was once fantastical. Flight. Satellites. The internet. A phone carrying the sum of human knowledge in your pocket. Every single one was impossible until the year it was not. Orbital factories sound like science fiction the same way video calls sounded like science fiction in 1950. The pattern never changes. Someone describes the future. Everyone calls it crazy. Then it ships. Then no one can explain what came before. Bezos is not guessing. He is reading the same pattern that has held every single time. And betting his life that this one is no different.
1:52

Jeff Bezos just told you where all of Earth’s factories are going. Off the planet. Bezos: “If we want to keep growing our civilization and using more energy per person, we’re eventually going to have to move all of our heavy industry off Earth.” Not a thought experiment. An engineering conclusion. One he has held since childhood. Decades on the same problem. The same answer every time. Earth is too small. Not too small for today. Too small for what today becomes. Every year the species consumes more energy. More compute. More materials. More of everything. The curve does not flatten. It never has. It never will. The planet has a hard ceiling. Fixed energy. Fixed land. Fixed resources. A closed system with a growing appetite. You do not solve that by shrinking the appetite. You solve it by expanding the system. Bezos: “We have unlimited energy in space and unlimited material resources in space.” Unlimited. Not abundant. Not plentiful. Unlimited. The Sun outputs more energy in one second than humanity could burn in a million years. The asteroid belt holds more raw material than every mine ever dug on Earth. The Moon alone carries enough helium-3 and rare earth minerals to fuel industries that do not yet have names. All of it sitting there. Untouched. While nations bleed each other over the scraps. Bezos: “We can start to build factories in space. We can start to build data centers in space.” Factories that produce zero pollution on Earth. Data centers that draw zero power from the grid. Heavy industry that generates zero waste in the atmosphere. Not because the waste disappears. Because the waste happens somewhere it does not matter. Bezos: “This planet is so beautiful and so unusual. This is the one that we’re going to want to protect. There’s no planet B.” The environmentalists and the industrialists have been fighting the same war for fifty years. Grow or protect. Build or conserve. Economy or ecology. Bezos is telling you the war was always false. You do not choose between growth and preservation. You move the growth off-world and the preservation happens automatically. Earth becomes the residential zone. The garden. The one place where biology gets to breathe. Space becomes the factory floor. The power plant. The data center. The refinery. Every smokestack. Every cooling tower. Every server farm drawing gigawatts from the grid. All of it belongs in the vacuum where energy is free and there is no ecosystem to damage. Bezos: “I don’t know how soon it will happen. It’s a job that I won’t finish. Probably my children’s children won’t finish.” He is building something he will never see completed. That is not a business plan. That is a cathedral. The kind of project that takes generations. Where the person who lays the foundation never stands in the finished building. Most founders build for an exit. Bezos is building for a timeline that outlives his grandchildren. The interviewer called it fantastical. Bezos had one response. Bezos: “Go back in time a hundred years and show somebody your iPhone.” Everything that exists today was once fantastical. Flight. Satellites. The internet. A phone carrying the sum of human knowledge in your pocket. Every single one was impossible until the year it was not. Orbital factories sound like science fiction the same way video calls sounded like science fiction in 1950. The pattern never changes. Someone describes the future. Everyone calls it crazy. Then it ships. Then no one can explain what came before. Bezos is not guessing. He is reading the same pattern that has held every single time. And betting his life that this one is no different.

Dustin

30,154 görüntüleme • 4 ay önce

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

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

John Gedmark

122,069 görüntüleme • 3 yıl önce

Revel Founder & CEO Scott Morton spent 9 years working at SpaceX / Starship for Elon Musk: Biggest lesson? "Elon Musk is really good at is asking engineers to go further than they otherwise would have." i.e. Push past the first “no.” - Avoid incremental thinking. - Question every requirement & constraint. - Force one more round of thinking. - Breakthroughs often follow discomfort. Ref: Walter Isaacson's Biography on Elon: “1. Question every requirement. Each should come with the name of the person who made it. You should never accept that a requirement came from a department, such as from “the legal department” or “the safety department.” You need to know the name of the real person who made that requirement. Then you should question it, no matter how smart that person is. Requirements from smart people are the most dangerous, because people are less likely to question them. Always do so, even if the requirement came from me. Then make the requirements less dumb. 2. Delete any part or process you can. You may have to add them back later. In fact, if you do not end up adding back at least 10% of them, then you didn’t delete enough. 3. Simplify & optimize. This should come after step two. A common mistake is to simplify and optimize a part or a process that should not exist. 4. Accelerate cycle time. Every process can be speeded up. But only do this after you have followed the first three steps. In the Tesla factory, I mistakenly spent a lot of time accelerating processes that I later realized should have been deleted. 5. Automate. That comes last. The big mistake in Nevada and at Fremont was that I began by trying to automate every step. We should have waited until all the requirements had been questioned, parts and processes deleted, and the bugs were shaken out.” . . . Scott Morton (Scott Morton) Founder & CEO of Revel (Revel.io) "Oh man, I have so many stories. But actually, there’s a good one here. I think what Elon’s really good at is asking engineers to go further than they otherwise would have. One of the most interesting examples was the first orbital flight of Starship. We had this maneuver to separate the booster from the ship. We called it the “twig snap.” It essentially looked like a twig snapping in space, and it was a very inefficient way to do it. For the next flight, he was like, “We’re going to do hot staging,” which is where you literally start the Starship engines while it’s still connected to the booster and just blast off. Coming out of that, we all thought, “Okay, cool. We’re going to do the same exact conceptual operations for the next flight. Of course. We’re just going to go nail it this time, right?” And he was like, “No, we’re going to do hot staging on the next flight.” I was actually sitting outside. I wasn’t in the Elon meeting, but I was outside. I saw everyone walk out, and they were all just like, “Oh my God. How are we going to do this?” That week, screenshots started getting shot around. I’m sure everyone was thinking, “Oh, this is going to be really difficult.” But then, throughout the course of the week, some really awesome ideas started coming up. It started to look more and more feasible. Then it became, “How would you manufacture this? How would this all go together?” They ended up inventing, just out of nowhere, a new stage that would sit between the booster and the ship called the hot stage. It would take the blast, and then it would get ejected on reentry for the booster. It worked first shot. That’s insane. I just remember the vibes at SpaceX were like, “Oh my… how in the hell are we going to go do this?” But I think the big lesson there, and something I’ve pulled forward to Revel, is that when engineers come to you and say, “Hey, we just can’t get this to work. This is not possible,” you push them and say, “Well, why don’t you spend two more days thinking about it? Let’s see what comes up. And if nothing, we’ll think about it then.” Engineers really underestimate their ability to creatively problem-solve and come up with new ideas they otherwise never would have thought of when they’re presenting what they think is possible in the moment. I’ll say, “Okay.” They’ll say, “This just isn’t working. We don’t think this is a path.” And I’ll say, “Okay, let’s spend one more day thinking about it.” Oftentimes, there’ll be some breakthrough that no one saw coming. I don’t know how someone hasn’t made a movie about this. There are just so many stories. I mean, early Starship, back in the Hopper days, it was like…"
2:54

Revel Founder & CEO Scott Morton spent 9 years working at SpaceX / Starship for Elon Musk: Biggest lesson? "Elon Musk is really good at is asking engineers to go further than they otherwise would have." i.e. Push past the first “no.” - Avoid incremental thinking. - Question every requirement & constraint. - Force one more round of thinking. - Breakthroughs often follow discomfort. Ref: Walter Isaacson's Biography on Elon: “1. Question every requirement. Each should come with the name of the person who made it. You should never accept that a requirement came from a department, such as from “the legal department” or “the safety department.” You need to know the name of the real person who made that requirement. Then you should question it, no matter how smart that person is. Requirements from smart people are the most dangerous, because people are less likely to question them. Always do so, even if the requirement came from me. Then make the requirements less dumb. 2. Delete any part or process you can. You may have to add them back later. In fact, if you do not end up adding back at least 10% of them, then you didn’t delete enough. 3. Simplify & optimize. This should come after step two. A common mistake is to simplify and optimize a part or a process that should not exist. 4. Accelerate cycle time. Every process can be speeded up. But only do this after you have followed the first three steps. In the Tesla factory, I mistakenly spent a lot of time accelerating processes that I later realized should have been deleted. 5. Automate. That comes last. The big mistake in Nevada and at Fremont was that I began by trying to automate every step. We should have waited until all the requirements had been questioned, parts and processes deleted, and the bugs were shaken out.” . . . Scott Morton (Scott Morton) Founder & CEO of Revel (Revel.io) "Oh man, I have so many stories. But actually, there’s a good one here. I think what Elon’s really good at is asking engineers to go further than they otherwise would have. One of the most interesting examples was the first orbital flight of Starship. We had this maneuver to separate the booster from the ship. We called it the “twig snap.” It essentially looked like a twig snapping in space, and it was a very inefficient way to do it. For the next flight, he was like, “We’re going to do hot staging,” which is where you literally start the Starship engines while it’s still connected to the booster and just blast off. Coming out of that, we all thought, “Okay, cool. We’re going to do the same exact conceptual operations for the next flight. Of course. We’re just going to go nail it this time, right?” And he was like, “No, we’re going to do hot staging on the next flight.” I was actually sitting outside. I wasn’t in the Elon meeting, but I was outside. I saw everyone walk out, and they were all just like, “Oh my God. How are we going to do this?” That week, screenshots started getting shot around. I’m sure everyone was thinking, “Oh, this is going to be really difficult.” But then, throughout the course of the week, some really awesome ideas started coming up. It started to look more and more feasible. Then it became, “How would you manufacture this? How would this all go together?” They ended up inventing, just out of nowhere, a new stage that would sit between the booster and the ship called the hot stage. It would take the blast, and then it would get ejected on reentry for the booster. It worked first shot. That’s insane. I just remember the vibes at SpaceX were like, “Oh my… how in the hell are we going to go do this?” But I think the big lesson there, and something I’ve pulled forward to Revel, is that when engineers come to you and say, “Hey, we just can’t get this to work. This is not possible,” you push them and say, “Well, why don’t you spend two more days thinking about it? Let’s see what comes up. And if nothing, we’ll think about it then.” Engineers really underestimate their ability to creatively problem-solve and come up with new ideas they otherwise never would have thought of when they’re presenting what they think is possible in the moment. I’ll say, “Okay.” They’ll say, “This just isn’t working. We don’t think this is a path.” And I’ll say, “Okay, let’s spend one more day thinking about it.” Oftentimes, there’ll be some breakthrough that no one saw coming. I don’t know how someone hasn’t made a movie about this. There are just so many stories. I mean, early Starship, back in the Hopper days, it was like…"

Molly O’Shea

90,303 görüntüleme • 5 ay önce