I'm completely puzzled on why space-based compute is so exciting to everyone all of a sudden. I have worked on spacecraft and the constant power benefit seems comically far from outweighing the many, many negatives, even if launch cost is zero, which we are still very far from.
Am I missing something? Feels like an extremely strong indicator that we're in some level of AI bubble because it just doesn't make any sense at all.
I think it's enthusiasm from SpaceX delivering Starlink at a sensible price, and Starship looking like it's probably going to be fully reusable and bring prices down further.
Given Musk's behaviour on the world stage… I wouldn't bet on SpaceX being allowed to allow him on-premises after 2028, let alone direct the company and get it to deliver the price goals he's suggested in various places.
Am I missing something? Feels like an extremely strong indicator that we're in some level of AI bubble because it just doesn't make any sense at all.