xAI joins SpaceX
331–340 of 1001 posts
Re: xAI joins SpaceX
#332> The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth. > 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. Fo…
> For one thing, in what fantasy world would the ongoing operational and maintenance needs be 0? Do you not understand how satellites work? They don't send repair people into space. This has been a solved problem for decades before the AI gold rush assumed they have some new otherworldly knowledge to teach the rest of the world.
Re: xAI joins SpaceX
#333> The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth. > 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. Fo…
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Re: xAI joins SpaceX
#334> The basic math is that launching a million tons per year of satellites generating 100 kW of compute power per ton would add 100 gigawatts of AI compute capacity annually, with no ongoing operational or maintenance needs. Ultimately, there is a path to launching 1 TW/year from Earth. > 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. Fo…
There's clearly rhetorical hyperbole happening there. But assuming that thermal rejection is good in space, & launch costs continue falling, as earth-based data centers become power/grid-constrained, there is a viable path for space power gen. The craziest part of those statements is "100 kW per ton." IDK what math he is doing there or future assumptions, but today we can't even sniff at 10 kW per ton. iROSA [1] on t…
Re: xAI joins SpaceX
#335Earlier quoted context omitted.
In fairness, solar cells can be about 5x more efficient in space (irradiance, uptime).
Solar cells have exactly the same power rating on earth as in space surely? What would change is their capacity factor and so energy generation.
Re: xAI joins SpaceX
#336Earlier quoted context omitted.
Starship has a large number of critical milestones coming: Can it land and quickly reuse the upper stage? If not, it can't make refueling flights without building a dozen or two starships. Can it carry the full specified payload? If not, it can't even try to refuel in orbit. If it can't refuel in orbit, it can't go beyond earth orbit. Etc. Everything has to go right or it will be irrelevant before it works.
> Everything has to go right or it will be irrelevant before it works. Starship is not all of SpaceX. Saying, maybe because one hates Musk, that SpaceX is going to become irrelevant is wishful thinking. In 2025 SpaceX launched more rockets into space than the entire world ever sent in a year up to 2022, something crazy like that. Then out of, what, 14 000 active satellites in space more than half have been launched b…
Everything has to go right with that, or cybercab will be irrelevant before it works. Same deal. Same bullshitter.
Re: xAI joins SpaceX
#337Earlier quoted context omitted.
You operate them like Microsoft's submerged data center project: you don't do maintenance, whatever fails fails. You start with enough redundancy in critical components like power and networking and accept that compute resources will slowly decrease as nodes fail No operational needs is obviously ... simplified. You still need to manage downlink capacity, station keeping, collision avoidance, etc. But for a large con…
How many submerged datacenters is Microsoft operating?
Re: xAI joins SpaceX
#338Earlier quoted context omitted.
hmm Tesla shipped millions of cars SpaceX launches 90% of space payloads, Starlink is working well. Thats hard to categorize as never delivered on any of his projects
The crucial thing is that Tesla's valuation has the hype projects baked in. The fact that it never delivered self driving or a robotaxi fleet and is now being saved solely by an import ban on Chinese EVs means that any success he had with Tesla is now an illusion.
Re: xAI joins SpaceX
#339Earlier quoted context omitted.
As soon as a statement contains a timeframe estimate by Musk you know to disregard it entirely.
The thing is: at the end of the day, SpaceX takes the "impossible" and makes it "late". People are going to Tory Bruno the space datacenters until one day their Claude agent swarm's gonna run in space and they'll be wondering "how did we get here"?
Re: xAI joins SpaceX
#340Earlier quoted context omitted.
Elon can't legally financially entangle Tesla to SpaceX due to Tesla being a public company, so his hands are tied. Tesla is clearly benefiting from protectionism and its sales would collapse if BYD were allowed to openly sell in the US. Most people just want affordable, maintainable and reliable cars.
BYD are just affordable and maybe reliable, regarding maintenance their spares are hard to come by and are almost as hard to work with as Tesla and other brands.