I hope all the Tesla shareholders understand that they’re about to get hosed.
Musks making Tesla seem like a good fit into the portfolio.
xAI joins SpaceX
291–300 of 1001 posts
Re: xAI joins SpaceX
#292Either this is a straight up con, or Musk found a glitch in physics. It's extremely difficult to keep things cold in space.
Maybe Karpathy has been hired to design a Full Self Cooling system.
Re: xAI joins SpaceX
#293> 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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We should take a hyperloop trip together, connect our nuralinks and figure this out together. Or perhaps our optimus bots can help us understand?
Re: xAI joins SpaceX
#294Earlier 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 do you make a small fortune? Start with a big one. The thing being called obvious here is that the maintenance you have to do on earth is vastly cheaper than the overspeccing you need to do in space (otherwise we would overspec on earth). That's before even considering the harsh radiation environment and the incredible cost to put even a single pound into low earth orbit.
If you ramp up the economies of scale to make those things - radiation protection and cost per pound - the calculus changes. It's supposed to synergize with Starship, and immediately take advantage of the reduced cost per pound.
If the cost per pound, power, regulatory burden, networking, and radiation shielding can be gamed out, as well as the thousand other technically difficult and probably expensive problems that can crop up, they have to sum to less than the effective cost of running that same datacenter here on earth. It's interesting that it doesn't play into Jevon's paradox the way it might otherwise - there's a reduction in power consumption planetside, if compute gets moved to space, but no equivalent expansion since the resource isn't transferable.
I think some sort of space junk recycling would be necessary, especially at the terawatt scale being proposed - at some point vaporizing a bunch of arbitrary high temperature chemistry in the upper atmosphere isn't likely to be conducive to human well-being. Copper and aluminum and gold and so on are also probably worth recovering over allowing to be vaporized. With that much infrastructure in space, you start looking at recycling, manufacturing, collection in order to do cost reductions, so maybe part of the intent is to push into off-planet manufacturing and resource logistics?
The whole thing's fascinating - if it works, that's a lot of compute. If it doesn't work, that's a lot of very expensive compute and shooting stars.
Re: xAI joins SpaceX
#295> 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…
Here is my main question: Musk is on record as being concerned about runaway "evil AI." I used to write that off as sci-fi thinking. For one thing, just unplug it. So, let's accept that Musk's concern of evil runaway AI is a real problem. In that case, is there anything more concerning than a distributed solar powered orbital platform for AI inference? Elon Musk appears to be his own nemesis.
Aside from anything about Elon Musk, here’s an interesting video response to the “just unplug it” argument on the Compuerphile channel: https://youtu.be/3TYT1QfdfsM
Re: xAI joins SpaceX
#296Making a "sentient sun" is the most bald-faced asinine, drug-induced nonsense that should be the complete destruction of all credibility to anyone who said it or typed it or works for anything here.
Re: xAI joins SpaceX
#297Earlier 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 do you make a small fortune? Start with a big one. The thing being called obvious here is that the maintenance you have to do on earth is vastly cheaper than the overspeccing you need to do in space (otherwise we would overspec on earth). That's before even considering the harsh radiation environment and the incredible cost to put even a single pound into low earth orbit.
Elon might have a scoop on getting things to orbit cheaper than everyone else.
Re: xAI joins SpaceX
#298Earlier 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.
> Elon can't legally financially entangle Tesla to SpaceX Bill Ackman has proposed taking SpaceX public by merging it with his Pershing Square SPARC Holdings, distributing 0.5 Special Purpose Acquisition Rights (SPARs) to Tesla shareholders for each share held. Each SPAR would be exercisable for two shares of SpaceX, aimed at enabling a 100% common stock capitalization without traditional underwriting fees or dilutiv…
Why would SpaceX go public? They already have a robust enough private market to give liquidity to all of their employees and shareholders who want it. They can get more private investment.
Going public would add a lot of hassle for little to no gain (and probably a negative of having to reveal their finances).
Re: xAI joins SpaceX
#299Earlier 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…
An 8 GPU B200 cluster goes for about $500k right now. You'd need to put thousands of those into space to mimic a ground-based data center. And the launch costs are best case around 10x the cost of the cluster itself. Letting them burn up in the atmosphere every time there's an issue does not sound sustainable.
Are launch costs really 10x!? Could I get a source for that?
In the back on my head this all seemed astronomically far-fetched, but 5.5 million to get 8 GPUs in space... wild. That isn't even a single TB of VRAM.
Are you maybe factoring in the cost to powering them in space in that 5 million?
Re: xAI joins SpaceX
#300SpaceX is too big to fail. It's important for national security. I wonder if Elon wants to tangle all his businesses into SpaceX so they are all kept afloat by SpaceX's importance.
Why? Let it fail. Bring back NASA.