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Wow… only in 30-36 months?! If true, SpaceX is absolutely undervalued at $1.25 trillion bc no other company on Earth has the technology to scale AI in space, all while every company seems to be spending $ billions to scale AI on Earth. “You can mark my words. In...

66,028 просмотров • 6 месяцев назад •via X (Twitter)

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Elon Musk reveals why he believes the cheapest place to put AI will be space within 36 months "The availability of energy is the issue. Everywhere outside of China, electrical output is more or less flat. The output of chips is growing exponentially, but the output of electricity is flat" "How are you going to turn the chips on? Magical power sources? Magical electricity fairies?" "Space is really a regulatory play. It's harder to build on land than it is in space. It's harder to scale on the ground than it is to scale in space" "It's always sunny in space. You don't have a day-night cycle, seasonality, clouds, or an atmosphere. The atmosphere alone results in about a 30% loss of energy" "Any given solar panel can do about five times more power in space than on the ground. You also avoid the cost of having batteries to carry you through the night" "My prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less. Maybe 30 months" "The only place you can really scale is space. Once you start thinking in terms of what percentage of the Sun's power you are harnessing, you realize you have to go to space" "Solar cells are already farcically cheap. In China they're around 25-30 cents a watt. Now put them in space, and it's not five times cheaper, it's 10 times cheaper because you don't need any batteries" "The moment your cost of access to space becomes low, by far the cheapest and most scalable way to generate tokens is space. It's not even close" "Those who have lived in software land don't realize they're about to have a hard lesson in hardware. It's actually very difficult to build power plants"

Jaynit

8,361,022 просмотров • 2 месяцев назад

Elon Musk just said the future of AI isn’t on Earth. And he put a number on it. Musk: “In 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.” Not someday. Thirty months. That’s not a space headline. That’s a countdown on Earth’s run as the center of intelligence. Every major AI company is fighting the same war. Power. Data centers are crushing electrical grids across continents. Entire nations are rewriting energy policy just to keep GPU clusters from going dark. And the models aren’t getting smaller. They’re getting bigger. Faster. Hungrier. Musk: “Once you start thinking in terms of what percentage of the sun’s power are you harnessing, you realize you have to go to space.” He’s not talking about solar panels. He’s talking about energy at a scale that makes everything on the ground look like a match strike. The sun outputs 3.8 × 10²⁶ watts. Earth catches less than a billionth of that. The rest bleeds into the void. Every photon that misses this planet is compute that never got to exist. Musk is the only person alive who owns both the rocket company and the AI company to go collect it. That’s not coincidence. That’s a twenty-year play the rest of the world is just now recognizing as one move. SpaceX was never about Mars tourism. It was infrastructure for something nobody else had mapped yet. Musk: “The only place you can really scale is space. You can’t scale very much on Earth.” The entire industry treats AI as a software problem. Better algorithms. Better data. Better architecture. Musk treats it as a physics problem. And in physics, this planet has a hard ceiling. Finite energy. Finite cooling. Finite surface. You can optimize around those walls. You can’t tear them down. Space doesn’t have walls. No grid to overload. No heat to trap. No ceiling to hit. Just a star that’s been burning for 4.6 billion years and nobody has sent it an invoice. Every AI company on Earth is fighting over the last available watts. On a planet that’s running out of room to think. Musk is building above the ceiling they’re all pressed against. We’ve spent all of human history assuming intelligence belongs here. On this rock. Under this sky. Bound by these limits. Musk is building like Earth was never the destination. Just where it started.

Dustin

35,994 просмотров • 2 месяцев назад

Elon Musk: The real bottleneck for AI is not chips, it is electricity. “If you look at electrical output outside of China, everywhere outside of China, it’s more or less flat. It’s maybe a slight increase, but pretty close flat. China has a rapid increase in electrical output. But if you’re putting data centers anywhere except China, where are you going to get your electricity? Especially as you scale. The output of chips is growing pretty much exponentially, but the output of electricity is flat. So how are you going to turn the chips on? Magical power sources? Magical electricity fairies? It’s harder to build on land than it is in space. It’s harder to scale on the ground than it is to scale in space. But also, you’re going to get about 5 times the effectiveness of solar panels in space versus the ground, and you don’t need batteries. I almost wore my other shirt, which says it’s always sunny in space because you don’t have a day-night cycle or seasonality, clouds, or an atmosphere in space. The atmosphere alone results in about a 30% loss of energy. So, any given solar panels can do about 5 times more power in space than on the ground, and you avoid the cost of having batteries to carry you through the night. So it’s actually much cheaper to do it in space. And my prediction is that it will be by far the cheapest place to put AI. It will be space in 36 months or less, maybe 30 months.” Dwarkesh Podcast, February 5, 2026.

ELON CLIPS

65,484 просмотров • 24 дней назад

SpaceX has officially acquired xAI and this is a HUGE deal, probably bigger than most people realize. SpaceX + xAI together are about to build a single, vertically integrated engine that connects AI, rockets, space based internet, and real time information all into one unified system. At the core of this announcement is the fact that AI can’t scale forever on Earth. Think about it. Data centers are already running into hard limits with power, cooling, land, and environmental cost. On top of this, global AI electricity demand is exploding, and doing all of this on the ground just doesn’t scale long term. Therefore Space changes this. In orbit, you can get things like near-constant solar power, you don’t have cooling problems, there’s minimal land/environmental impact, and you can build systems that can run continuously with minimal maintenance. This is why space-based AI is actually very practical and there’s only one company that can do it, which is SpaceX! The scale that SpaceX is aiming for is pretty wild. Elon is talking about 1/ 1 million satellites acting as orbital data centers, and 2/ Launching ~1 million tons of satellites per year Which means 3/ At 100 kW per ton, that’s 100 gigawatts of AI compute every year 4/ And that can scale to 1 terawatt per year. FYI, adding 100 GW of new compute capacity annually in space would be like building out roughly 20-25% of the USA’s total average electricity demand every single year. And scaling to 1 TW/year would exceed the nation’s entire power usage, ALL without burdening Earth’s grids! Bro… this is next level… I repeat, as of today, SpaceX is the ONLY company positioned to do this, especially with Starship - the largest flying vehicle ever. In the future, Elon’s saying the team is going to have Starship launch 200 tons at a time, on an HOURLY basis… WTF?! That’s is absolutely mind boggling. In my opinion, whichever company builds the lowest cost AI compute is going to be the first company that defines the next era of AI, which will all be in space… and my $ is that SpaceX is going to be the first one to do it. Then, when you zoom out even further, this will unlock things most people aren’t even thinking about yet today bc it’s too sci-fi. Like, • Powering lunar bases • In-space propellant transfer • Manufacturing in orbit and on the Moon • Deep-space AI infrastructure using massive solar collectors • Self-growing civilizations on the Moon, Mars, and beyond By tapping into space’s unlimited solar energy, this is how we get to a Kardashev-level civilization! So for SpaceX, the faster Starship progresses, there will be massive new revenue streams and will lead in building out space-based AI infrastructures. For xAI, AI scales without ruining Earth, deeply integrated with everything SpaceX is building, further understanding the universe. For us humans, AI will grow without destroying the planet, and there’s a real path to becoming multi-planetary. I believe SpaceX acquiring xAI is officially the blueprint for where AI, energy, and humanity are headed. Congratulations to everyone, this is such an exciting time to be alive!

Teslaconomics

148,575 просмотров • 6 месяцев назад

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

Nic Cruz Patane

49,035 просмотров • 8 месяцев назад