Comment by jauntywundrkind
14 hours ago
Also worth asking what SpaceXLAI's plan is to make money. $22.7T of their $28.5T Total Addressable Market is... Drumroll... Enterprise AI! That's the plan, that's what we are investing in: spacex and Tesla and Twitter are all side shows, to sell AI. That's what everyone's absurdly overpriced forced passive investment is going to. https://bsky.app/profile/segyges.bsky.social/post/3mnan7hr2j...
There is nowhere near enough burning rage for this absurd fleecing of the public.
Tesla’s market cap is entirely about Optimus vaporware hopium.
Similarly Space-X’s IPO valuation is about “data centers in space” vaporware hopium and “timeshare all the GPU time that Grok isn’t using”.
There’s a trend with Musk’s companies.
And ten years of full self driving being ready in mere days.
Yes and. The new FSD is $100 /month and actually works
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The problem is the stock market is more divorced from reality than we have ever seen. For instance, why does Tesla stock still sit where it is? How could it possibly not be going down at this point? So many undelivered promises, major setbacks in sales, massive decreases to their sales forecasts… literally nothing has gone well for them in years and yet the price is still outrageous. It really feels like I’m just out of the loop on something.
Jack Barker’s rather blunt monologue in SV about how the stock is the product is more true than ever. It felt very heavy handed at the time but it’s only proven to be more the case than I thought.
This probably illustrates my disconnect from reality, but I’ve never understood why a company would care about share price once they’ve left the door. I get that the co still owns its own shares and can conjure new ones for sale, but why would those very infrequent events interfere with the day-to-day operations. In my (wrong) eyes, it’s like pro-baseball players trying to increase the value of their trading cards via their participation in the game. The team doesn’t matter any more, it’s al about what the card owner wants.
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AI in space, for all that sweet sweet latency.
More like for all that sweet sweet cooling capacity.
EDIT: guys, it's sarcastic... since the parent was talking about latency, cooling is something that is even worse in space than latency
It is not easy to radiate heat in space. You need a significant extra mass budget to radiate heat from hardware that is easily cooled in less volume on the surface. These will also be too large of a capital investment to operate as disposable satellites at the bottom of LEO. They will necessarily be higher up.
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If putting data centers in a vacuum is a good idea why not just put them in a thermos bottle here on earth?
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This has been debunked countless times. You can't cool things efficiently in space.
Space is not far away at all.
Do data centers in space still depreciate GPUs over 6 years if the datacenter falls to Earth in 3?
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It's not only Grok, but also the robotics applications.
So... The US GDP in 2024 (the last one I found) was $27.8T...
They are planning to capture 100.7% of it?
Or a bit of everyone else's.
To quote a message I wrote on a finance channel on telegram:
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