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Video Essay: Space Based Data Centers, OpenAI + Disney, Bureaucracy as a Civilizational Threat, Tech Bubbles, Geopolitics of Manufacturing, Nancy Pelosi is the Blight, Biotech as Nanotech and other hot takes

Andrew Côté

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46,029 Aufrufe • vor 7 Monaten •via X (Twitter)

Bildung Nachrichten & Politik Wissenschaft & Technologie

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The next frontier of AI may not be on Earth. As SpaceX and other companies fuel a space boom, players around the world are racing to build data centers in orbit — betting the future of computing lies beyond our planet

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This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

Patrick OShaughnessy

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Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer

Cathie Wood is basically saying the market is valuing $TSLA as a future autonomy platform where robotaxis turn one-time vehicle sales into recurring, software-like revenue with ~70% margins. She also argues a trillion-dollar SpaceX IPO makes sense if you view the space as the next infrastructure buildout with orbital compute & space-based data centers forming a new internet layer

Shay Boloor

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🇺🇸 Elon's biographer Walter Isaacson: SpaceX's plans to build data centers in low-Earth orbit or on the moon sound fantastical but could be very real. Elon is someone who turns the impossible into reality. Isaacson says it actually makes sense given the energy costs and backlash against Earth-based data centers, and that space-based infrastructure is a trillion-dollar market nobody saw coming 3 years ago. Bezos said he thinks it won't happen as fast as Elon claims. But then again, he's not the one catching rockets with chopsticks. Source: CNBC

🇺🇸 Elon's biographer Walter Isaacson: SpaceX's plans to build data centers in low-Earth orbit or on the moon sound fantastical but could be very real. Elon is someone who turns the impossible into reality. Isaacson says it actually makes sense given the energy costs and backlash against Earth-based data centers, and that space-based infrastructure is a trillion-dollar market nobody saw coming 3 years ago. Bezos said he thinks it won't happen as fast as Elon claims. But then again, he's not the one catching rockets with chopsticks. Source: CNBC

Mario Nawfal

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Nancy Pelosi: “Donald Trump is the worst president that America’s children have ever had in terms of their health, their education. He is giving them as a gift a $600B increase in the national debt for them to pay off as he takes away healthcare from them”

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Marco Foster

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"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy

"Elon Musk is probably doing more for America than any other American. He's single handedly bringing manufacturing back to America. SpaceX is in some ways the most important defense contractor in America. What he's doing with Starlink is amazing for the world. He's creating all of these blue collar manufacturing jobs which is a goal of a lot of liberals and good for America. He's done more than any living human to decarbonize the world. And if you're upset about data centers on earth for environmental reasons, here you go - he's putting data centers in space" - Gavin Baker Patrick OShaughnessy

Dillon Loomis

467,692 Aufrufe • vor 1 Monat

Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."

Data centers in space are a "no brainer." SpaceX's 1st employee Tom Mueller (Tom Mueller) on Elon Musk's plan to move compute into space: "It makes the most sense of anything to move to space. All you need as an input is power, and all you have as an output is data." "You move it to space, you have all the power you would ever need, and you transmit that data back down on a terawatt laser beam—it's solved. It's just so simple."

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I did not know how much of a data advantage Google has over the other AI companies. Matthew Prince 🌥 says they can access 3X as much data as OpenAI and nearly 5X as much as Bing. This could make it hard for those models—and Grok—to beat Gemini in the long run.

I did not know how much of a data advantage Google has over the other AI companies. Matthew Prince 🌥 says they can access 3X as much data as OpenAI and nearly 5X as much as Bing. This could make it hard for those models—and Grok—to beat Gemini in the long run.

nxthompson

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🚨THE SCIENCE FICTION NIGHTMARE IS HERE! "Data Centers Will Be Protected By Automated Terminator Systems, And Any Crowds That Protest The Data Centers Will Be Declared As Terrorists & Taken Out By The Skynet Bots!" AI Engineer Mike Adams Breaks Down How Resistance To Digital Tyranny Will Be Terminated As Hyper-Advanced AI Takes The Reins Of Total Control ⬇️WATCH ALEX JONES LIVE NOW⬇️

🚨THE SCIENCE FICTION NIGHTMARE IS HERE! "Data Centers Will Be Protected By Automated Terminator Systems, And Any Crowds That Protest The Data Centers Will Be Declared As Terrorists & Taken Out By The Skynet Bots!" AI Engineer Mike Adams Breaks Down How Resistance To Digital Tyranny Will Be Terminated As Hyper-Advanced AI Takes The Reins Of Total Control ⬇️WATCH ALEX JONES LIVE NOW⬇️

Alex Jones

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🚨🚨 BREAKING: Nancy Pelosi has just been SUBPOENAED BY THE DEPARTMENT OF JUSTICE IN A FEDERAL CRIMINAL CASE IN THE NORTHERN DISTRICT OF CALIFORNIA. No official word on charges yet but reports are possible SEDITIOUS CONSPIRACY related to her role in January 6th and The J6 Committee as well as INSIDER TRADING, RACKETEERING, MONEY LAUNDERING AND BRIBERY related to her husband’s shady investments and her son’s corrupt business dealings in China and Ukraine that have illegally raked in OVER A HUNDRED MILLION DOLLARS for the Pelosi family and Nancy Pelosi personally via a MASSIVE INFLUENCE PEDDLING SCHEME where Nancy Pelosi abused her position as Speaker of The House to sell out our country to hostile foreign governments in exchange for personal financial gain. Buckle up, patriots… IT’S FINALLY HAPPENING. Nancy Pelosi is going to prison. FOLLOW Richard Citizen Journalist Whiplash437 THE NEXT DROP WILL BE SHOCKING

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Whiplash437

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The global warming hoax is “collapsing” as even Bill Gates admits it's actually not a big deal. No more eat the bugs for you. The timing is curious now that Big Tech needs gigawatts of real power for AI data centers.

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Vance: Why don't we stop allowing congressmen and congresswomen to get rich off of insider trading? I have never seen a person more angry in my life than Nancy Pelosi when the president is calling out insider trading. My hope for all of you is you find somebody who loves you as much as Nancy Pelosi loves insider trading because then you will have a very good life indeed.

Vance: Why don't we stop allowing congressmen and congresswomen to get rich off of insider trading? I have never seen a person more angry in my life than Nancy Pelosi when the president is calling out insider trading. My hope for all of you is you find somebody who loves you as much as Nancy Pelosi loves insider trading because then you will have a very good life indeed.

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Here is: The Chief of the Capitol Police Steven Sund, who oversaw January 6. Not only did he call the treacherous witch, Nancy Pelosi once; he called her twice — and then a third time. Watch as the entire room erupts when Capitol Police Chief Chief Steven Sund exposes Nancy Pelosi’s lies during shocking January 6 testimony: “I spoke with Speaker Pelosi three times, and she went on TV and said I had never spoken to her.” Time to investigate Nancy Pelosi: The January 6 riot was orchestrated as a distraction to prevent the presentation of evidence of election fraud — an act that amounted to the overthrow of the U.S. government.

Here is: The Chief of the Capitol Police Steven Sund, who oversaw January 6. Not only did he call the treacherous witch, Nancy Pelosi once; he called her twice — and then a third time. Watch as the entire room erupts when Capitol Police Chief Chief Steven Sund exposes Nancy Pelosi’s lies during shocking January 6 testimony: “I spoke with Speaker Pelosi three times, and she went on TV and said I had never spoken to her.” Time to investigate Nancy Pelosi: The January 6 riot was orchestrated as a distraction to prevent the presentation of evidence of election fraud — an act that amounted to the overthrow of the U.S. government.

🇺🇸RealRobert🇺🇸

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Afeni Evans is not exactly the character witness Hasan Piker or Medea Benjamin should want right now. This is a radical D.C. organizer who has cheered “burn it down” rhetoric and pointed it toward AI data centers. Now she frames scrutiny of Hasan and Medea as a threat to her and other far-left organizers, while calling liberals “soft liberal fascists” who just want brunch. Her endorsement makes the network look exactly as radical and politically aligned as critics have been saying.

Afeni Evans is not exactly the character witness Hasan Piker or Medea Benjamin should want right now. This is a radical D.C. organizer who has cheered “burn it down” rhetoric and pointed it toward AI data centers. Now she frames scrutiny of Hasan and Medea as a threat to her and other far-left organizers, while calling liberals “soft liberal fascists” who just want brunch. Her endorsement makes the network look exactly as radical and politically aligned as critics have been saying.

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Recently, we ran into Nancy Pelosi as she left a meeting about the Uyghurs. When asked, “What about the genocide in Gaza?” she deflected with baseless lies, accusing CODEPINK of being funded by the Chinese government. News flash, Nancy: CODEPINK is funded by individual peace activists across the country, not foreign governments. Meanwhile, Pelosi herself is funded by foreign-aligned lobbyist groups like AIPAC. ✍️ Sign our petition calling on Nancy Pelosi to stop lying about CODEPINK: 📽️ Visit our profile to watch the full video with Pelosi!

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"Tim Walz is wonderful, and she had many good choices — I know [Walz] very well... and to characterize him as left is just so unreal. He's right down the middle. He's a heartland of America Democrat." — Nancy Pelosi on Tim Walz as Harris's VP pick

"Tim Walz is wonderful, and she had many good choices — I know [Walz] very well... and to characterize him as left is just so unreal. He's right down the middle. He's a heartland of America Democrat." — Nancy Pelosi on Tim Walz as Harris's VP pick

Morning Joe

748,542 Aufrufe • vor 1 Jahr

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

In the next 15 years, data centers are expected to add an additional $160 billion to grid costs in the US Estimate say electricity rates for average households will spike by as much as 70% Data centers are projected to triple their share of US electricity demand in the next few years The main driver is the explosive growth of data centers built by Big Tech companies like Amazon, Meta, Microsoft, Google, OpenAI and more to power artificial intelligence Places like Northern Virginia already has over 200 data centers with massive new ones planned. Utilities are striking secret proprietary deals with Big Tech companies. These are hidden behind NDAs that shift much of the infrastructure costs onto regular residential customers Just in the PJM energy market of 13 states covering 65 million people, data centers were responsible for 63% of last year’s record 800% spike in capacity prices (This is INSANE) Residential customers in places like Virginia and Louisiana are being forced to subsidize billions in new power plants and grid upgrades for data centers. An Examples of this is in Louisiana, Meta’s data center deal leaves the public potentially on the hook for half or more of a $3–4 billion power plant Again, without major policy changes, average household electricity bills could rise by up to 70% over the next 15 years due to data center demand. There is only one real way we can stop this, we must create a separate customer class for data centers Maryland and Oregon have already passed laws doing this Forces data centers to pay for the specific infrastructure they need instead of spreading the costs to everyone else. More states need to do the same Ban secret sweetheart deals Require full public disclosure of all contracts between utilities and Big Tech Prohibit deals where data centers pay below the actual cost of service Make data centers pay the full cost of new power plants and grid upgrades Change regulations so utilities cannot socialize the cost of data-center-driven infrastructure to residential and small business ratepayers This needs to be done immediately

Wall Street Apes

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