The outcome is almost entirely determined by launch costs.
Edit: Oh wait, you're the guy who makes bold claims and then refuses to bet on them because you know you'll lose money. 10 months ago you said, "no Tesla has EVER driven without a driver with Tesla assuming liability for crashes. And I don't think they ever will."[1] When I tried to get you to bet money on your prediction (which is now false), you ignored me. A few months later, you said, "Tesla doesn't even have the permits to operate Robotaxis in California and probably never will because they are actually stricter vs Texas."[2] and again I tried to bet you that Tesla would have Robotaxis in California before the end of 2028, and again you refused.
I really wish HN had a way to mark or mute users, because if I knew who I was replying to, I'd collapse the thread and not waste my time engaging with you.
And the Tesla robotaxi is still a embarrassing failure.
In space you can just start. Nobody is really going to stop you.
(I know nominally they’re not visible but they are shortly after launch while moving into position, and at large scale that would be happening all the time, not to mention the other side of burning up in the atmosphere after a few years)
Well played sir, well played.
“I can do it in this challenging environment or I can not do it at all” is kind of a false choice if you think AGI is imminent. Personally, I think we’re already there for KVM stuff, it’s just the goal posts are accelerating at an exponential rate the same with the capabilities.
If you assume we aren't going to create a singularity in the next few decades, then no, it doesn't make sense economically to do it. Even ignoring that we'd have to develop a design that works in space, and even if SpaceX is able to significantly reduce cost per kg to orbit, it would still cost 15-30x more to build the same data center, and you have to pay that premium every time a piece of equipment burns out.
It would be cheaper to build aircraft carrier sized ships to hold them or give every adult in the town where they are building a couple million dollars to fuck off. And again, that's only if SpaceX can produce an as-of-yet mythical level of scale. If they stop anywhere short of that, then we're talking about billions of dollars to build in space what you could build on earth for tens of millions.
Instead of installing MWs of illegal gas generation and also still causing local electricity rates to spike, why not arrange to buy down the electricity of local ratepayers and also comply with existing laws & regulations?
It's worth asking why operators aren't doing that yet. I suspect it's because neither OAI nor Anthropic have an extra $50B-$100B to put out at the moment. We'll see what happens post-IPO.
The worst that would happen is that it becomes difficult to build in convenient places. That certainly would be annoying. But the problem with space as the solution is that space is by far the least convenient place imaginable, with the possible exception of the bottom of the deep ocean.