Alex Wissner-Gross

No, I don't believe you, Matt.

No, no, seriously, because remember how maybe you wouldn't have believed two years ago, Peter, that the killer app for space would be data centers in space, like it was going to be entertainment or drug manufacturing or something, tourism.

No, it turns out the killer app for the solar system is data centers.

I think he's thinking he's one step ahead.

The killer app for ocean colonization is going to be data centers on the high seas.

I think it's not going to be... You can build seasteads around data centers, and there's precedent for it.

Remember Sealand that was built on the old British armory station that a number of folks, Ryan Lackey and others, briefly were sort of self-appointed nation-state leaders over?

I think the other elephant in this room is that this wouldn't have been easy or feasible without Starlink.

I think Starlink is a key enabler for ocean-based data centers, but obviously there's a network of capital flows that enables Starlink or other LEO satellites vis-a-vis SpaceX AI to network.

You could drop fiber.

I've done that.

I was a founding advisor to Hibernia Network, spent $600 million, order of magnitude, laying optical fiber, low latency between North America and Europe.

It's expensive, it's tedious, it's capital intensive, it's risky.

People try to cut them sometimes.

Not 5,000 miles, 10 miles offshore.

It's a pain in the neck to lay offshore fiber.

Whereas if you can leverage LEO satellite constellations, so much easier.

No comment.

But what I would say is the hyperscalers, if I'm one of the other hyperscalers, I'm looking at StarCloud and I'm seeing that as a juicy acquisition target.

I think everyone is going to either want to own a Dyson Swarm for themselves or they're going to want to partner with a Dyson Swarm.