> 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 basic math is that launching a 100,000 tons per year of satellites generating 10 kW of compute power per ton would add 1 gigawatt of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 0.01 TW/year from Earth. > My estimate is that within 20 to 30 years, the lowest cost way to generate AI compute will be in space.