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USIT's lizvstein on orbital data center scale-up vs. increased compute innovation on the ground. "I don't know what the mix will look like between the two, because I think that my smooth brain here is that it's a bit of a timing race." "Like, how quickly does Starship ramp... show more

Jack Kuhr

8,510 subscribers

18,556 次观看 • 22 天前 •via X (Twitter)

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That escalated quickly! I think the enough was because crossfire and that person on the ground

That escalated quickly! I think the enough was because crossfire and that person on the ground

Kate❤️‍🔥💕

16,074 次观看 • 4 个月前

I think most investors are misunderstanding how soon orbital compute will ramp 99% of the difficulty was Starship The satellites themselves are a similar level of complexity as Starlink The bottleneck is Starship, which I believe is almost here

I think most investors are misunderstanding how soon orbital compute will ramp 99% of the difficulty was Starship The satellites themselves are a similar level of complexity as Starlink The bottleneck is Starship, which I believe is almost here

Shaun Maguire

187,497 次观看 • 19 天前

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

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

TBPN

102,554 次观看 • 20 天前

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

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

Milk Road AI

67,791 次观看 • 26 天前

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

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

KanekoaTheGreat

39,709 次观看 • 23 天前

🚨BILL DE BLASIO: "I agree with Elon Musk and Vivek Ramaswamy. I think they're pointing out the reality that we're living. I don't know why on earth we wouldn't want to grab all the talent out there because if we don't our competitors will. "I think really soon we're going to see more divergence between Elon Musk and Donald Trump. I think that will be an important storyline in 2025." "For the MAGA world to be turning on their own this quickly, they almost look like Democrats. We have an ability to eat our own very quickly and here are these heroes just a few minutes ago and they say one thing that a lot of the MAGA world disagrees with and suddenly they're being villainized. That's not good for that coalition."

🚨BILL DE BLASIO: "I agree with Elon Musk and Vivek Ramaswamy. I think they're pointing out the reality that we're living. I don't know why on earth we wouldn't want to grab all the talent out there because if we don't our competitors will. "I think really soon we're going to see more divergence between Elon Musk and Donald Trump. I think that will be an important storyline in 2025." "For the MAGA world to be turning on their own this quickly, they almost look like Democrats. We have an ability to eat our own very quickly and here are these heroes just a few minutes ago and they say one thing that a lot of the MAGA world disagrees with and suddenly they're being villainized. That's not good for that coalition."

Autism Capital 🧩

1,832,826 次观看 • 1 年前

Introducing Ramp Tour Guide: an AI Agent that can show you how to do anything on Ramp! Today, we'd like to share a sneak peek of Ramp's near future. As Ramp grows in functionality, we want to make all of it easily accessible to all of our customers. To do that, we're demoing a first-of-its-kind AI agent that can show and tell people how to accomplish anything with Ramp. The Ramp Tour Guide knows Ramp inside and out. You can ask it how to do something on our platform and it'll walk you through every step of the way.

Introducing Ramp Tour Guide: an AI Agent that can show you how to do anything on Ramp! Today, we'd like to share a sneak peek of Ramp's near future. As Ramp grows in functionality, we want to make all of it easily accessible to all of our customers. To do that, we're demoing a first-of-its-kind AI agent that can show and tell people how to accomplish anything with Ramp. The Ramp Tour Guide knows Ramp inside and out. You can ask it how to do something on our platform and it'll walk you through every step of the way.

Ramp

473,792 次观看 • 2 年前

🚨 JUST IN: Speaker Johnson says Iran better WATCH how many troops President Trump floods to the region and make a deal "The buildup of troops is very different than boots on the ground. We don't have boots on the ground. I don't think that's the intention, but I think Iran should WATCH that buildup, and they need to take note of that!" "They have to reopen the strait. They have to be good neighbors to their Middle East neighbors over there in the region." "They cannot have a nuclear warhead. They cannot have that capability. And they cannot declare war on the United States and Israel, which is what they did decades ago." "Our mission will be accomplished. I think that will wrap up in a short time period, and I know that's the intention of the administration and the Department of War." "We have the greatest, most powerful military fighting force ever conceived in the history of planet Earth." "It's an amazing, an amazing power that we have, and we willed it for good. We've done it here. That job is almost done, and I think it will wrap up soon."

🚨 JUST IN: Speaker Johnson says Iran better WATCH how many troops President Trump floods to the region and make a deal "The buildup of troops is very different than boots on the ground. We don't have boots on the ground. I don't think that's the intention, but I think Iran should WATCH that buildup, and they need to take note of that!" "They have to reopen the strait. They have to be good neighbors to their Middle East neighbors over there in the region." "They cannot have a nuclear warhead. They cannot have that capability. And they cannot declare war on the United States and Israel, which is what they did decades ago." "Our mission will be accomplished. I think that will wrap up in a short time period, and I know that's the intention of the administration and the Department of War." "We have the greatest, most powerful military fighting force ever conceived in the history of planet Earth." "It's an amazing, an amazing power that we have, and we willed it for good. We've done it here. That job is almost done, and I think it will wrap up soon."

Eric Daugherty

695,524 次观看 • 3 个月前

Chet Holmgren on the OKC Bombing anniversary: “I kinda heard of it, but I didn't really know the extent of that event until I got here. Went to the Memorial Museum, really understood how it impacted the community. I think that seeing that and learning the response that the city had to that and how they came together. That was my first time really understanding what Oklahoma City is.”

Chet Holmgren on the OKC Bombing anniversary: “I kinda heard of it, but I didn't really know the extent of that event until I got here. Went to the Memorial Museum, really understood how it impacted the community. I think that seeing that and learning the response that the city had to that and how they came together. That was my first time really understanding what Oklahoma City is.”

Clemente Almanza

36,217 次观看 • 2 个月前

US Special Envoy for Ukraine Kellogg on the fact that after the Ukrainian Armed Forces' attack on Russian air bases, the risk of escalation of the conflict has increased: "The level of risk is significantly increased. I mean, after what happened this weekend. People need to understand that in the area of national security, when you attack part of the opponent's national survival system, your level of risk is increased because you don't know how they're going to respond. It's absolutely clear that the level of risk is going to increase, and I think that's what we're trying to avoid. We're trying to get to a situation where the risk levels are not increased." So does the US approve of this strike on Russian nuclear bombers or not? They say they didn't know, so what? Can't the US just get out of this war? Well, that means the US will get out of this war through a nuclear conflict with Russia.

US Special Envoy for Ukraine Kellogg on the fact that after the Ukrainian Armed Forces' attack on Russian air bases, the risk of escalation of the conflict has increased: "The level of risk is significantly increased. I mean, after what happened this weekend. People need to understand that in the area of national security, when you attack part of the opponent's national survival system, your level of risk is increased because you don't know how they're going to respond. It's absolutely clear that the level of risk is going to increase, and I think that's what we're trying to avoid. We're trying to get to a situation where the risk levels are not increased." So does the US approve of this strike on Russian nuclear bombers or not? They say they didn't know, so what? Can't the US just get out of this war? Well, that means the US will get out of this war through a nuclear conflict with Russia.

Victor vicktop55 commentary

10,490 次观看 • 1 年前

Whitney Webb: "I think the digital ID is a key enabler of the surveillance, knowing what everyone is is doing and at the transactional, level and being able to tweak that micromanagement based on a person's activity. Because the digital ID isn't just limited to the financial system. Right? It's like your travel, your health history, your career history, your education credentials, your access and telecommunications, social media, the Internet. You know, with the new AI era, right?" "They can fuse all the data, analyze it, you know, and depending on how they develop that AI algorithm, use it to, control people really in in unprecedented ways. I think the the digital ID and the CBDC and its private sector equivalence project is something that we're always sort of intended to be the same system." "So there's documents from the UN, from the BIS, and in related groups that are sort of been working that have been working on this for years. That essentially frame one is essential to the other. Using words about, you know, this is inclusionary, sort of, you know, the whole, I guess marketing behind digital ID is that everyone needs legal ID because otherwise, they're unable to access essential services." "And so, the idea is we all have to be included in the system and they directly link that to the concept of financial inclusion and banking the unbanked, which he brought up earlier. But inherently, these systems actually function in an exclusionary way, based on how they've been set up, you know, they have essentially said that this is the only way." "This will be the only way to prove you have legal identity. And so if you don't participate in that system as far as the state or the, you know, the private sector is concerned, you don't exist. So, by not participating in that system, you're inherently excluded from the economic system and really essentially everything." "So you have to onboard to the surveillance state or be excluded from everything. So it's, you know, being marketed as inclusion, but it's really inherently exclusionary. Totally. So how how does this system get triggered? How do how does how do we move into the the Mark Carney-ism? Well, I think they sort of give it away when they say that this is the new Bretton Woods movement that needs to be seized." "So Bretton Woods was, what came out of World War two, essentially, and was the creation of a new financial governance system after World War two. And this is essentially an effort to create a new financial governance system that was announced well before any sort of crisis like that, but it's probably gonna need a crisis of that level, to be implemented and convince people to onboard at scale." "And if you subscribe to the theory that all wars are bankers wars, which there is, plenty of evidence to support that, I I would say, that seems to suggest that perhaps, you know, the this is the pre, you know, it's gonna be a problem reaction solution type of situation where they've already made the solution, they've already developed what they want to be, the new financial governance system after this new Bretton Woods moment." "They just need some sort of big event on the scale of World War two or some large event that's, you know, equally disruptive in order to be like, all right, now it's time for a new financial governance system after this big event like they did after World War Two."

Whitney Webb: "I think the digital ID is a key enabler of the surveillance, knowing what everyone is is doing and at the transactional, level and being able to tweak that micromanagement based on a person's activity. Because the digital ID isn't just limited to the financial system. Right? It's like your travel, your health history, your career history, your education credentials, your access and telecommunications, social media, the Internet. You know, with the new AI era, right?" "They can fuse all the data, analyze it, you know, and depending on how they develop that AI algorithm, use it to, control people really in in unprecedented ways. I think the the digital ID and the CBDC and its private sector equivalence project is something that we're always sort of intended to be the same system." "So there's documents from the UN, from the BIS, and in related groups that are sort of been working that have been working on this for years. That essentially frame one is essential to the other. Using words about, you know, this is inclusionary, sort of, you know, the whole, I guess marketing behind digital ID is that everyone needs legal ID because otherwise, they're unable to access essential services." "And so, the idea is we all have to be included in the system and they directly link that to the concept of financial inclusion and banking the unbanked, which he brought up earlier. But inherently, these systems actually function in an exclusionary way, based on how they've been set up, you know, they have essentially said that this is the only way." "This will be the only way to prove you have legal identity. And so if you don't participate in that system as far as the state or the, you know, the private sector is concerned, you don't exist. So, by not participating in that system, you're inherently excluded from the economic system and really essentially everything." "So you have to onboard to the surveillance state or be excluded from everything. So it's, you know, being marketed as inclusion, but it's really inherently exclusionary. Totally. So how how does this system get triggered? How do how does how do we move into the the Mark Carney-ism? Well, I think they sort of give it away when they say that this is the new Bretton Woods movement that needs to be seized." "So Bretton Woods was, what came out of World War two, essentially, and was the creation of a new financial governance system after World War two. And this is essentially an effort to create a new financial governance system that was announced well before any sort of crisis like that, but it's probably gonna need a crisis of that level, to be implemented and convince people to onboard at scale." "And if you subscribe to the theory that all wars are bankers wars, which there is, plenty of evidence to support that, I I would say, that seems to suggest that perhaps, you know, the this is the pre, you know, it's gonna be a problem reaction solution type of situation where they've already made the solution, they've already developed what they want to be, the new financial governance system after this new Bretton Woods moment." "They just need some sort of big event on the scale of World War two or some large event that's, you know, equally disruptive in order to be like, all right, now it's time for a new financial governance system after this big event like they did after World War Two."

Camus

20,121 次观看 • 1 年前

Charles Kanjama: It is a groundbreaking ruling because it is breaking new ground. It is a ruling that, in my view, takes the country a bit backwards on issues of public participation. Personally, I am a bit disappointed on that issue, and I feel that on some of the other aspects that were dealt with by the court, there was a tendency to disregard part of the evidence that was there to challenge. I feel that this groundbreaking judgment of the court had a number of missteps that need to be addressed when the matter goes to the court of appeal #CitizenMondayReport

Charles Kanjama: It is a groundbreaking ruling because it is breaking new ground. It is a ruling that, in my view, takes the country a bit backwards on issues of public participation. Personally, I am a bit disappointed on that issue, and I feel that on some of the other aspects that were dealt with by the court, there was a tendency to disregard part of the evidence that was there to challenge. I feel that this groundbreaking judgment of the court had a number of missteps that need to be addressed when the matter goes to the court of appeal #CitizenMondayReport

Citizen TV Kenya

14,632 次观看 • 27 天前

"I have no reason to think this is the bottom. I think by the end of Q3 we've definitely hit the bottom and are turning back around. The idea that the four year cycle was dead is overstated" Alex Miller on how he's viewing the market "I don't really care what the market does in the next six months. It doesn't affect what I do because I learned long ago that I do not know how to time the market. I'm not an active trader" "I have no reason to think this is the bottom. I don't buy into the argument that there's some structural thing going on right now that makes the 65, 58 we had last week, the 64 we're at now, the bottom of the market. Macro things can happen"

"I have no reason to think this is the bottom. I think by the end of Q3 we've definitely hit the bottom and are turning back around. The idea that the four year cycle was dead is overstated" Alex Miller on how he's viewing the market "I don't really care what the market does in the next six months. It doesn't affect what I do because I learned long ago that I do not know how to time the market. I'm not an active trader" "I have no reason to think this is the bottom. I don't buy into the argument that there's some structural thing going on right now that makes the 65, 58 we had last week, the 64 we're at now, the bottom of the market. Macro things can happen"

The Wolf Of All Streets

33,764 次观看 • 17 天前

Mark Cuban: OpenAI is shitting away their money. They'll never get a return on that trillion dollar spend. "There's a lot of FUD being put out about the spending. We're going to spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper" "I think a lot of the numbers that they're throwing out there aren't going to come to fruition, which is why I say they're full of shit" "We don't know if the business of foundational models is going to be like the streaming industry where there's one leader and a bunch of players that make money, or some that make money at least, or search where there's effectively one company" "So they need to raise all the money, go all in and spend everything they can, kiss all the rings around the world in hopes of being the one" "It's going to be very difficult, but I don't think it's going to pay off the way they expect" "They're pissing away the money at scale. It's hard to do, right? But if you don't go all in like that, you can't keep on raising money."

Mark Cuban: OpenAI is shitting away their money. They'll never get a return on that trillion dollar spend. "There's a lot of FUD being put out about the spending. We're going to spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper" "I think a lot of the numbers that they're throwing out there aren't going to come to fruition, which is why I say they're full of shit" "We don't know if the business of foundational models is going to be like the streaming industry where there's one leader and a bunch of players that make money, or some that make money at least, or search where there's effectively one company" "So they need to raise all the money, go all in and spend everything they can, kiss all the rings around the world in hopes of being the one" "It's going to be very difficult, but I don't think it's going to pay off the way they expect" "They're pissing away the money at scale. It's hard to do, right? But if you don't go all in like that, you can't keep on raising money."

Brad

90,544 次观看 • 3 天前

"We quickly realised that we had to ground it in the fabric and the context of the local neighbourhood." 💬 Dan Meis on how Hill Dickinson Stadium's unique concept and design came to be! 💙

"We quickly realised that we had to ground it in the fabric and the context of the local neighbourhood." 💬 Dan Meis on how Hill Dickinson Stadium's unique concept and design came to be! 💙

Everton

40,510 次观看 • 9 个月前

#WATCH | On the current situation between India and Pakistan, Washington DC-based South Asia analyst, Michael Kugelman says, "It's really been quite a few weeks given how we saw such a major escalation intentions so quickly over the last few days and then further to be this very sudden ceasefire that appeared to come out of nowhere, it really is quite remarkable. I think that India-Pakistan relations were at one of the lowest points in a number of decades, and they were closer to going to war than at any time since the Kargil crisis and in that sense, the ceasefire really de-escalated things in a big way. But I think that it will be a fragile ceasefire because we know that tensions remain quite high between both countries..."

#WATCH | On the current situation between India and Pakistan, Washington DC-based South Asia analyst, Michael Kugelman says, "It's really been quite a few weeks given how we saw such a major escalation intentions so quickly over the last few days and then further to be this very sudden ceasefire that appeared to come out of nowhere, it really is quite remarkable. I think that India-Pakistan relations were at one of the lowest points in a number of decades, and they were closer to going to war than at any time since the Kargil crisis and in that sense, the ceasefire really de-escalated things in a big way. But I think that it will be a fragile ceasefire because we know that tensions remain quite high between both countries..."

ANI

186,724 次观看 • 1 年前

Right now, the agitators think Trump is about to back down because of "poll numbers" according to Nick Sortor and Cam Higby 🇺🇸 who are on the ground in Minneapolis: "You have to make an example out of this place ... right now they firmly believe they're going to get away with all of this, and that ICE is going to back down. "You know, they're talking about these poll numbers, which I don't even believe are real poll numbers. Because if you talk to actual people on the street, they don't want to live next to Venezuelan rapists." This is a critical test of the administration's will. We must have ZERO tolerance for lawlessness. Squash the agitators quickly, the rest will get the memo, and the news cycle moves on.

Right now, the agitators think Trump is about to back down because of "poll numbers" according to Nick Sortor and Cam Higby 🇺🇸 who are on the ground in Minneapolis: "You have to make an example out of this place ... right now they firmly believe they're going to get away with all of this, and that ICE is going to back down. "You know, they're talking about these poll numbers, which I don't even believe are real poll numbers. Because if you talk to actual people on the street, they don't want to live next to Venezuelan rapists." This is a critical test of the administration's will. We must have ZERO tolerance for lawlessness. Squash the agitators quickly, the rest will get the memo, and the news cycle moves on.

Andrew Kolvet

79,838 次观看 • 5 个月前

Rep. Lofgren on why she's calling on Biden to get out of the race: "I think from the data it's pretty clear that the president is on a trajectory to not prevailing in the election. And I think it's telling that members of the J6 committee have all suggested that he step aside."

Rep. Lofgren on why she's calling on Biden to get out of the race: "I think from the data it's pretty clear that the president is on a trajectory to not prevailing in the election. And I think it's telling that members of the J6 committee have all suggested that he step aside."

Aaron Rupar

327,299 次观看 • 1 年前

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

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

Milk Road AI

12,140 次观看 • 28 天前