"So here's what I did. I built a simple model that reduces the debate to one parameter: cost per watt of usable power for compute. The infographic below lets you change the assumptions directly. If you disagree with the inputs, great. Move the sliders. But at least we'll be arguing over numbers that map to reality.
The model is deliberately boring. No secret sauce. Just publicly available numbers and first-principles physics: solar flux, cell efficiency, radiator performance, launch cost, hardware mass, and a terrestrial benchmark that represents the real alternative: a tilt-wall datacenter sitting on top of cheap power. "
"Here's the headline result: it's not obviously stupid, and it's not a sure thing. It's actually more reasonable than my intuition thought! If you run the numbers honestly, the physics doesn't immediately kill it, but the economics are savage. It only gets within striking distance under aggressive assumptions, and the list of organizations positioned to even try that is basically one."