> 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?
The craziest part of those statements is "100 kW per ton." IDK what math he is doing there or future assumptions, but today we can't even sniff at 10 kW per ton. iROSA [1] on the ISS is about 0.150 kW per ton.
[1]https://en.wikipedia.org/wiki/Roll_Out_Solar_Array
edit: iROSA = 33 kW per ton, thanks friends
1. solar is very efficient at generating energy, no moving parts, simple physics etc.
2. in space you don't deal with weather or daylight cycle, you can just point your panels at the sun and generate very stable energy, no batteries required
3. environmental factors are simpler, no earthquakes, security, weather. Main problem here is radiation
In theory its a very elegant way to convert energy to compute.