| Beyond aggressively optimistic timelines, I find it difficult to disagree with the premise. The aggressively optimistic timelines is also what makes it feasible to even attempt these things, where e.g. the amount of iteration required for Starship would have broken most other companies. > In the long term, space-based AI is obviously the only way to scale. In the long term - all mass and energy available is outside of Earth - what is here is not even a rounding error. If you wish to continue scaling compute it then becomes a question of time before you'd want to go off planet. Personally I'm quite keen to see near term space based compute explored, as it could end up becoming a much better trade-off than allocating ever more ground to power and operate terrestrial compute which directly conflict with the biosphere. SpaceX started the Starlink design phase in 2015 - started launching Starlink satellites in 2019 - and they now have the most dominant satellite constellation ever deployed by a large factor. They have their own launch systems, launch sites, satellite bus, communication stack - both in-house designed and built. What is really going to be that difficult with space-based compute? Radiation hardening and cooling? These are clear engineering challenges that can be simulated, tested with earth analogs, and then rapidly iterated across design generations. There's napkin math all over the internet on this, but it really seems like small challenges compared to the other engineering SpaceX have already sorted. Beyond radiation / cooling / servicing - it seems like the biggest hurdle is to crack the scaling of designing / scaling the necessary amount of compute they will need to scale space based compute according to the laid out plans. |
In case anyone is wondering how Tesla’s stock price remain wildly detached from its business reality, keep these four words in mind. If you can convince people that anything about you and your business has to be evaluated on a literally astronomical timescale, you can justify any valuation you desire, because your believers will give you infinite time to realize their investment returns. It has nothing to do with business. They are selling you a vision — which can also come in a pill form, labeled "salvia" and sold at gas stations.
I still see people say the cybertruck is built for mars environments, conveniently ignoring the vast technological and economical barriers stopping us from driving commercially produced vehicles on mars. This space data center thing is the same deal. It doesn't matter how long it will take to solve the technical issues with cooling, radiation, maintenance. It doesn't matter if it will make economical sense or not. It doesn't matter if spacex will be the one to actually do it. You just have to believe, and give them some time — a lot of time, so much time that a monkey can type out Hamlet and type it out again backwards.
See also the buffoonery coming out of Bay Area "effective altruist" and "longtermism" communities.