SpaceX x xAi for a $1.25tn valuation!?! Sounds crazy to me but who am I to question Musk, he generally seems to be proven right (about business at least!). Second order effect about data centres in space, isn't it already getting pretty cluttered up there? Starlink hasn't helped that fact. Also, if correct, will supercharge military expenditure on space - which companies are best placed to benefit?
The orbital data centers concept you're discussing here exemplifies exactly the kind of technical complexity that creates the AI information bubble. I've been working with AI agents daily, and even I find the infrastructure discussions daunting. For mainstream users, it's completely opaque.
From what I can tell, this creates a massive barrier to understanding. People see ChatGPT on their phone and don't realize there are satellites, data centers, and massive capital investments making that possible. The infrastructure gap mirrors the capability gap.
What worries me is the technical sophistication required to participate in these discussions keeps widening the knowledge divide. Those inside the bubble understand the constraints and possibilities. Everyone else just sees "AI is expensive." That asymmetry is wild. Wrote about it: https://thoughts.jock.pl/p/ai-bubble-living-inside
SpaceX x xAi for a $1.25tn valuation!?! Sounds crazy to me but who am I to question Musk, he generally seems to be proven right (about business at least!). Second order effect about data centres in space, isn't it already getting pretty cluttered up there? Starlink hasn't helped that fact. Also, if correct, will supercharge military expenditure on space - which companies are best placed to benefit?
It’s the magic of private equity 🌈🦄. You make shit up until you ipo the bag to retailers :)
Elon Musk…..yawn
The orbital data centers concept you're discussing here exemplifies exactly the kind of technical complexity that creates the AI information bubble. I've been working with AI agents daily, and even I find the infrastructure discussions daunting. For mainstream users, it's completely opaque.
From what I can tell, this creates a massive barrier to understanding. People see ChatGPT on their phone and don't realize there are satellites, data centers, and massive capital investments making that possible. The infrastructure gap mirrors the capability gap.
What worries me is the technical sophistication required to participate in these discussions keeps widening the knowledge divide. Those inside the bubble understand the constraints and possibilities. Everyone else just sees "AI is expensive." That asymmetry is wild. Wrote about it: https://thoughts.jock.pl/p/ai-bubble-living-inside
"This would mean getting SpaceX to launch a Starship almost every hour, carrying 200 tons per flight."
100 tons, no? 10,000 x 100 = 1 million