> 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 had a fleet of Optimus robots up there who would actually operate a TSMC in space and they would maintain the data centers in space?
Hold on let me enter a K hole…
What if we just did things?