At 47:42 he says:
> So serving energy customers is kind of like the end state, you know, that, that makes sense when you're launching like, you know, full Falcon Heavies full of full of vehicles.
Implying he knows you're not getting 200W/m^2 with only a single 10m x 10m 16u cubesat. He says for single satellites their short term goal is to be an alternative for street lights in undeveloped areas, which requires much less power per unit area.
And at 1:11:57:
> And you can also optimize like different curves of customer saturation, you know, so like initially, you're not going to have as many customers excited to buy, you know, a couple minutes of sunlight that's not very bright. But later down the line you're going to have a lot of people who are very interested in buying a lot of sunlight. Um, you know, at the kind of point where we're, you know, a couple hundred Watts per square meter for, for quite a while.
So it sounds like 200W/m^2 is a long term goal, not something they're planning to have right away with the 100m^2 satellites.
Would be interesting to run the numbers and find out exactly what would be needed for 200W/m^2 in the maximally bright part of the illuminated area, in terms of the size and number of satellites required.