Anyone else looking forward to this opportunity? Is distributed space computing the next big thing? If this works, will anyone else be able to compete? Starlink is pretty much completely dominating the SATCOM industry.
Is this also accurate? Q: Why is SpaceX suddenly going public and why the focus on AI data centers? A: Leveraging $400bn + of passive /S&P funds to pull ahead of Sam in the AGI scaling race. Sam Altman recently raised the staked in the AI scaling race by gambling his company on $1.5trn of AI compute. There is no way @elonmusk takes the risk Sam manages to pull this off and gifts the only AGI call option to Sam. Space AI data centers are Elon raising the stakes another 10x to price OpenAI (and even possibly Google) out of the AI race. SpaceX should be profitable and so should get S&P inclusion 1 year post IPO - this could be $400bn of forced purchases of SpaceX stock (forced buyers at any price) that he could leverage to raise funds for the AI buildout. At the same time; his Mars mission needs a larger funding source (even larger than Starlink) and needs to deliver higher utilisation of Starships (which sit idle outside of launch windows). Continuous launches of AI satellites will keep all of SpaceX's infrastructure fully utilised outside of Mars 2 year launch windows.
