Comment by ggreer

7 hours ago

Hydrogen fuel cell vehicles are a little different because there are safety, economic, and physical constraints that mean they will always be worse than battery electric or gas cars. I and many others correctly predicted this.[1] For hydrogen to succeed, batteries would have to get more expensive and/or have worse energy density than they did in 2015.

Satellite data centers seem unlikely to me, but at least their feasibility doesn't require that existing stuff get more expensive/worse. Starcloud is a bet that three things will happen in the next decade:

- SpaceX Starship will succeed and drastically reduce launch costs.

- Batteries will not get 10x cheaper.

- There will be valuable applications for high latency, high performance compute (eg: AI training).

If any one of these things does not happen, Starcloud is doomed (or will have to pivot). If they all happen, Starcloud has a chance at success.