> My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space.
This is so obviously false. For one thing, in what fantasy world would the ongoing operational and maintenance needs be 0?
No operational needs is obviously ... simplified. You still need to manage downlink capacity, station keeping, collision avoidance, etc. But for a large constellation the per-satellite cost of that would be pretty small.
Letting them burn up in the atmosphere every time there's an issue does not sound sustainable.
What if you could keep them in space long enough that by the time they burn up in the atmosphere, there are newer and better GPUs anyway?
Still doesn't seem sustainable to me given launch costs and stuff (hence devil's advocate), but I can sort of see the case if I squint?