the discourse around space datacenters feels intellectually dishonest to me. no matter how you set up or tear down goalposts for it, the concept is still stupid. it can only be justified with stupid premises and used to achieve stupid ends
It’s possible they just don’t say it to my face anymore, but I think most have moved the goalposts from impossible to impractical and not economic within 10 years.
The biggest debate left is when, Elon will almost certainly put up early versions 27/28, then the goal post will move to. “But clearly we meant scaled orbital compute”.
This is a very common theme with technical innovation and anyone willing to say what they are building before it’s real.
The alpha here IMO is picking the time of when StarMind will place its first 10GWs in orbit. (Or well on its way). Adding every incremental 10GWs is 300B+ revenue conservatively.
If that happens before 2035 I’d wager 98% of investors don’t have that in priced in.