> 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.
Anyone who thinks it makes sense to blast data centers into space has never seen how big and heavy they are, or thought about their immense power consumption, much less the challenge of radiating away that much waste heat into space.
Space is pretty ridicolous, but underwater might genuinely be a good fit in certain areas.