> 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?
A million tons will cost $1500x1000x1000000= 1,500,000,000,000. That is one and a half TRILLION dollars per year. That is only the lift costs, it does not take into account the cost of manufacturing the actual space data centers. Who is going to pay this?
We're getting close to having the time for Starship's delays to be the same as the actual time for the Saturn 5 to go from plans to manned launches (Jan 1962-Dec 1968).
One is obviously true, and the other is very likely false.
Did the Cybertruck "never work"? Obviously not, they're on the streets. Was it a <$40k truck with >250mi range? No.
Did FSD "never work"? Obviously not, tons of people drive many, many miles without touching the wheel. Does Tesla feel confident in it enough to not require safety operators to follow it on robotaxi trips? No. Does Tesla trust it enough to operate in the Las Vegas Loop? No. Has Tesla managed to get any state to allow it to operate truly autonomously? No.
Look, I hope Starship does work as advertised. Its cool stuff. But I don't see it as a given that it will. And given by the track record of the guy who promised it, it gives even less confidence. I'm sad there's less competition in this space. We have so many billionaires out there and yet so few out there actually willing push envelopes.