Well, they brought Intel on for the Terrafab so depending on how involved they are, the knowledge they need is there. SpaceX and Tesla know how to build big vertically integrated factories as well, so the combo could work.
The satellites very well could be cheaper given land costs, power issues, water issue, cooling issues, NIMBY issues etc etc. They already mass produce satellites cheaply, and these satellites are more simple than starlinks other than they have a lot more solar panels and a bigger radiator.
The issues with the satellites being successful completely hinges on starship succeeding and being rapidly reusable. If they cant get to that point, then the satellites will cost too much to launch.
The 5 year GPU obsolescence isnt an issue, they’re only going to have a 5ish year lifespan anyway before deorbiting.
If starship works, the data center dishes will work, but just because they work, doesnt mean there’s enough people out there to use the AI inference compute they want to launch. I think thats where its going to fail. Not enough people want to use the pricey AI, and these crazy valuations assume people will. Its the same problem at all the AI companies.
All that being said, the IPO was still crazy overpriced.
Well, they brought Intel on for the Terrafab so depending on how involved they are, the knowledge they need is there. SpaceX and Tesla know how to build big vertically integrated factories as well, so the combo could work.
The satellites very well could be cheaper given land costs, power issues, water issue, cooling issues, NIMBY issues etc etc. They already mass produce satellites cheaply, and these satellites are more simple than starlinks other than they have a lot more solar panels and a bigger radiator.
The issues with the satellites being successful completely hinges on starship succeeding and being rapidly reusable. If they cant get to that point, then the satellites will cost too much to launch.
The 5 year GPU obsolescence isnt an issue, they’re only going to have a 5ish year lifespan anyway before deorbiting.
If starship works, the data center dishes will work, but just because they work, doesnt mean there’s enough people out there to use the AI inference compute they want to launch. I think thats where its going to fail. Not enough people want to use the pricey AI, and these crazy valuations assume people will. Its the same problem at all the AI companies.
All that being said, the IPO was still crazy overpriced.