> 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.
I wouldn't exactly call this a success, for that matter.
If, like, sea-water entered and corroded the system and it blew up and ate babies, and caused Godzilla, that would be a failure. It just being not quite interesting enough to go after seems... I mean I guess it is, but on a "meh" level.