Comment by gpugreg

2 months ago

> As part of this agreement, we have also expressed interest in partnering with SpaceX to develop multiple gigawatts of orbital AI compute capacity.

Anthropic is either taking this space business more serious than the general public, or posting this sentence was part of the deal to get the compute.

Anthropic needs any compute they can get. So if Elon wants to build orbital data centers Anthropic would be happy to run models on it. There isn't really any doubt Elon can build orbital data centers the question is if they are economical compared to earth based.

  • I love how this line of thinking completely avoids the issue re. improvements in local models.

    I suppose if you are desperate to justify a large investment this what you would do - frame the story in a particular way.

    • Local models are always going to be useless unless compute get significantly cheaper, and it's not. TSMC might literally run out of capacity to build any consumer compute product.

      Once computer constraints ease up, you will see much larger models. The reason LLM seems to have stalled a bit is because there just not enough compute.

      You have more people using AI which requires more compute, and you want to build larger models which requires more compute and you have limited compute. What do you do?

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  • What are you talking about

    There is no doubt that it's not a serious idea.

    • Help me understand why not? I know solar power generation in space, and "beaming" the power back, was a naive idea. But this would actually use the power up there, mostly for training, but also for inference.

      That claim seems reasonable. I have zero knowledge of the economics of launching and maintaining satellites though.

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> posting this sentence was part of the deal to get the compute

This 100%

I don't think space compute is going to work out, but I would certainly say "yes happy to buy space compute from you in the future if you offer it at a good price"

If it happens it happens, if not, it doesn't.

  • It makes no sense. We're being presented with a forced choice -- put them in space, or put them in the middle of downtown Seattle.

    This is stupid. I don't understand what's happening... specifically, what mental virus is spreading that lowers everybody's IQ by 10-20 points, evidently including my own. Put the data centers in the ocean, powered by solar and networked with Starlink or LEO. Put them in the desert. Put them 20 miles south of Nowhere, Idaho.

    But space?!

    • Because the US has levied high tariffs on solar cells, can't build their own solar cells economically enough, and has such a torrid permitting system that it can't build transmission lines. Natural gas is the only form of generation that's easy to permit outside cities (due to pipeline agreements and this admin fast-tracking natural gas generation approval) but few cities will allow one. DCs need to be built within low latency interconnect of urban areas or else they become uncompetitive.

      Elon claims (which I take with a huge grain of salt because he's made endless broken promises in investor calls and interviews) that he disagrees with the administration's stance on solar and would use it to power his DCs if he could, but contends that permitting is a huge problem.

      The US needs to figure out how to build again.

      > This is stupid. I don't understand what's happening... specifically, what mental virus

      "Be kind. Don't be snarky. Converse curiously; don't cross-examine. Edit out swipes"

      7 replies →

    • The middle of downtown Seattle would be greatly improved if it were replaced by a giant data center.

> or posting this sentence was part of the deal to get the compute

All it says is expressed interest.

That's like asking a casual how are you...

Ehh, I think they are just "kissing the ring". This was part of the agreement for the terrestrial datacenter access, pretend like the space orbital compute is more than the boondoggle that it clearly is.

I want to be clear, I do think that one day something like that will exist, I just don't think it's anywhere close to being a reality, much like FSD.

Also it costs them, almost [0], nothing to say it and then later come up with some reason why they are no longer interested.

[0] Maybe a little bit of respect

most of the big tech ceos have mentioned this.

  • Most big tech CEOs are people that only "succeeded" due to have an unregulated monopoly or picking the right lotto ticket and not due to any innate above average intelligence. Go look at the 100s of billions in wasted capital and tell me who benefitted from such waste while workers + children suffer from lack of medical care.

    You honestly expect this trajectory to continue unabated?

    • > You honestly expect this trajectory to continue unabated?

      Knowing humanity's history, yes. Not sure we're ever going to see a second French Revolution. People are pacified and are not rioting. And they really should. Most of us are kind of privileged. I know people out there who are barely holding on and the recent fuel + food price increases might push them over the edge to actual poverty.

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It’s weird to not take this seriously. It’s obvious it’s serious and they’re pursuing it.

  • The whole armchair engineer debate online about this is hilarious

    I'm just a software engineer, all I need to know is SpaceX is aggressively pursuing this - that's enough for me to believe it's viable

    SpaceX operates literally orders of magnitudes more satellites than anyone else. If anybody understands the physics and engineering of space compute, it's SpaceX. Lay people debating this online is just showing their ignorance as far as I'm concerned, and it mostly comes from an emotional place of wanting Musk enterprises to fail

  • Thank you for a reasonable comment. I know internet people love to comment on how "dumb" things are, but we're seeing a growing group of funded, motivated, and intelligent people working towards a common goal. It's at least something to be curious about, I wish the comments were more oriented towards in-depth discussions on the actual current blockers.

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  • They're in every discussion even remotely related to anything Elon Musk.

    Everything Elon does is somehow stupid or evil. Actually, that reminds me of Thunderf00t YouTube streams where he was (or still is?) betting Starship would fail miserably every test flight, and he'd talk about how evil and stupid Elon is for 3 hours with chatters, watch the flight then say something like "it's still bullshit."

    I think it's a mixture of cope and a little bit psyop from adversaries like Russia who are being crippled in Ukraine because of Starlink.

Anybody who spends 5 minutes on reddit outside of pornographic or cuckoldry subs knows that this is not a serious idea