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The SpaceX AI1 Satellite is awesome! I love it! $SPCX
BUT to put things in perspective, relative to a land-based data center:
- A 120 kW compute payload = 1/2 a Rack
- Today's 1 GW DCs have ~4,000 racks at 250 kW
- You would need 8,000 AI1 Satellites for 1 Data Center
- IF Starship (which has never flown successfully yet) could take 80 AI1 satellites up at a time (it can't), it would take 100 Starship launches for equivalent of 1 Data Center!
- IF Starship launches cost just $100 Million each (Falcon 9 costs ~$60 Million), that would mean $10 Billion for JUST the launch cost, not counting the actual hardware (solar/chips/cooling/etc.)
- These 8,000 Satellites would have MASSIVE communication delays relative to a data center with 4,000 racks sitting next to each other with high-speed fiber communication between the racks.
I was more optimistic about space-based data centers, but if AI1 is the state-of-the-art of what we might have in say 2-3 years (optimistic since this is Elon time we're talking about), even those numbers pale in comparison to a land-based Data Center!
Sigh.
Jun 8
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite.
Overall Specs:
• 150 kW peak compute payload
• 120 kW average compute payload
• 70 kW per ton
• Compute provider interchangeable
Dimensions:
• Wingspan: 70 meters
• Deployed height: 20 meters
Thermal System:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeoroid shielding
• Deployable liquid radiators
Solar Power System:
• 150 kW solar array
• 250 W/m²
• SpaceX-manufactured solar technology from Bastrop, Texas
Architecture:
• Centralized compute module
• Large deployable solar arrays
• Deployable liquid-radiator thermal management system
• AI-focused compute satellite design ("AI1 satellite")
Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."
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Money won’t matter at 66?
Jun 12
Elon musk became a...
Millionaire at 27.
Billionaire at 41.
Trillionaire at 54.
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But also probably true! $700 is conservative though
Zuck, I’m begging you to rent just one GPU to someone else. Your stock price will instantly go to $700 and then you can raise equity for more data centers
$META
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This is just an incredibly lazy and bad take. There’s nothing wrong with becoming a millionaire/billionaire/trillionaire by creating value in the world. The reason entrepreneurs become insanely wealthy is because they create something that didn’t exist that people/companies are willing to pay for. Without entrepreneurs the solutions wouldn’t exist! The world would suck! We need to celebrate entrepreneurs in general, not paint them out to be villains. That’s just dumb. They solve problems that humanity faces.
I criticize @elonmusk for asking for trillion-dollar pay packages from his shareholders (diluting them after selling his own shares) but only because he already has plenty of incentive/ownership/control in his companies, not because I think millionaires/billionaires/trillionaires shouldn’t exist. I’ll defend his right to be a trillionaire for creating things that didn’t exist!
Jun 12
Americans are struggling to pay for groceries and gas while Elon Musk becomes a TRILLIONAIRE.
When the federal government is for sale, the rich get richer and everyone else gets shafted.
The system is rigged.
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It's hard to find a company with more potential than $META right now in my opinion. I just added more!
The brilliant investors on Wall St. think Zuck is spending too much on CapEx, while at the same time they applaud $AMZN, $SPCX, $MSFT and $GOOGL for spending a ton on capex.
For every $1 of revenue, Zuck's Meta earns more profit than any of those companies, and Meta is growing faster than all of them! Go figure.
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Ep 43: Was $RIVN Launch Day a Success? $AAPL Dev Conference, OpenAI IPO x.com/i/broadcasts/1PKqrrAMw…
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We are about to go live with Ep 43 of the Buy Hold Rant Podcast: SpaceX, $RIVN, $AAPL and much more: youtube.com/watch?v=_AtCa-e9…
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We’re now more than 1 year since $TSLA launched Robotaxis.
Who would’ve thought that 1 year after launch, there’d only be a handful of them deployed!?
I honestly thought they would’ve surpassed Waymo by now. Robotaxis are still less than 1% of Waymo’s size. Crazy!
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The SpaceX AI1 Satellite is awesome! I love it! $SPCX
BUT to put things in perspective, relative to a land-based data center:
- A 120 kW compute payload = 1/2 a Rack
- Today's 1 GW DCs have ~4,000 racks at 250 kW
- You would need 8,000 AI1 Satellites for 1 Data Center
- IF Starship (which has never flown successfully yet) could take 80 AI1 satellites up at a time (it can't), it would take 100 Starship launches for equivalent of 1 Data Center!
- IF Starship launches cost just $100 Million each (Falcon 9 costs ~$60 Million), that would mean $10 Billion for JUST the launch cost, not counting the actual hardware (solar/chips/cooling/etc.)
- These 8,000 Satellites would have MASSIVE communication delays relative to a data center with 4,000 racks sitting next to each other with high-speed fiber communication between the racks.
I was more optimistic about space-based data centers, but if AI1 is the state-of-the-art of what we might have in say 2-3 years (optimistic since this is Elon time we're talking about), even those numbers pale in comparison to a land-based Data Center!
Sigh.
Jun 8
SpaceX has just officially unveiled its AI1 satellite, the first generation of its AI satellite.
Overall Specs:
• 150 kW peak compute payload
• 120 kW average compute payload
• 70 kW per ton
• Compute provider interchangeable
Dimensions:
• Wingspan: 70 meters
• Deployed height: 20 meters
Thermal System:
• 110 m² deployable liquid radiator
• Redundant pumping loops
• Integrated micrometeoroid shielding
• Deployable liquid radiators
Solar Power System:
• 150 kW solar array
• 250 W/m²
• SpaceX-manufactured solar technology from Bastrop, Texas
Architecture:
• Centralized compute module
• Large deployable solar arrays
• Deployable liquid-radiator thermal management system
• AI-focused compute satellite design ("AI1 satellite")
Elon: "The AI satellite is much simpler than a Starlink satellite. The AI satellite is essentially a lot of solar cells, you still need some laser links, but you don't have all of the super complex antennas that you have on a Starlink satellite. The easier one to design for is the AI satellite. It's bigger. A lot of this is technology we've already made with the Starlink V3 satellites."
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Couple things I should’ve mentioned:
1) The “free” cost of electricity is pretty awesome benefit and for a 1 Gigawatt DC, that’s roughly $1 billion in annual savings.
2) Even at far greater cost than a land-based data center, it still makes sense to have some DCs in space as backup and redundancy.
So despite the costs of DCs in orbit being waaay more than DCs on land, even after Starship and AI1 become real, it will still make sense to have some DCs in orbit. It just won’t be a replacement for DCs on land for at least 10 years.
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This prediction is far far dumber than his “we’ll have fsd solved this year” in 2017!
Even if Starship becomes a success, and takes up 100 tons to orbit, you’d need 10,000 launches per year, or about 30 PER DAY by 2031. He’s completely lost touch with reality!
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Just ask Claude “add these features” and ship it! Let’s go @Rivian!
The R2 launches missing a few familiar features. No Rivian Assistant, Climate Hold, or Pet Mode, limited Gear Guard, and no SiriusXM, Casting, or YouTube yet. Rivian says some are at least a month out.
riviantrackr.com/news/r2-lau…
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These $RIVN reviews and headlines means 1 thing: Rivian is well on its way to be the Pepsi of the EV industry.
In every industry, there’s always at least 2 major players. Every Coke has a Pepsi. $TSLA has been the only Coke for EVs. But Pepsi has arrived!
Jun 9
$RIVN R2 review headlines are phenomenal.
The most encouraging part isn't any single review, it's the consistency.
Across nearly every major automotive publication, the takeaway is the same: Rivian appears to have a genuine hit on its hands.
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From 1 -> 4 block 2 satellites for $ASTS if successful. 🤞
Could they actually demonstrate 2 calls simultaneously after this?
AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10
businesswire.com/news/home/2…
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God damn it. I really was hoping data centers in space would happen!
Jun 9
Satellite Data Centers: Happening
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