Topic

Orbital data centers

17:46SpaceX Went Public - A Disaster Waiting to HappenColdFusion · 2026-06-12ColdFusion argues SpaceX’s IPO pitches an AI company: 85% of its $28.5 trillion market is AI, while 2025 losses hit $5 billion.
1:14:26Why AI Demand Is Outrunning Compute Supplya16z · 2026-08-31Gavin Baker argues AI compute demand will outpace supply, with sub-one-year infrastructure paybacks and orbital data centers approaching.↪ Mentioned at 39:44
1:04:24Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerAll-In Podcast · 2026-09-15Gwynne Shotwell and Elon Musk discuss Starship’s 2027 reusability goal and cross-company AI safety reviews.