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Deeply amused by all the confident commentary that datacenters in space do not work from a physics and engineering perspective. Elon operates two of the largest coherent GPU clusters in the world, SpaceX is responsible for over 90% of mass to orbit and SpaceX operates the largest satellite constellation in the solar system. More than 10 years later, no other company or country can consistently land and reuse orbital rockets. He publicly stated that the “lowest cost way to do AI compute will be with solar powered satellites.” Maybe, just maybe, his “pencil and paper analysis of the physics or the economics at play” is superior to yours. There might have even been more than just a “pencil and paper analysis” of the subject done by some of the best engineers in the world. Perhaps they have thought of a cooling solution that has not occurred to the galaxy brain accounts here even after they took several minutes to carefully think about the problem. The CEO of Google also agrees that data centers in space will be “normal” within a decade. If you are not currently operating a large AI datacenter, a large satellite cluster and have not landed a rocket, maybe be a little less quick to confidently assume that Elon and Google are *both* wrong on this topic. Especially when there is a working, albeit very small, datacenter in space *today* - Starcloud’s orbital setup just successfully trained an LLM. Great name btw. Yes, I am biased on these topics and as ever, time will tell.
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
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The Boomer Plan is the Chinese alternative to the Chud Veto. In both cases, the natural path of least resistance is leading the nation to irrelevance, and must be overruled by a party with less investment in quarterly reports or optics, and more skin in the endgame.
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