Alex Wissner-Gross

I think right before we went

on-air here, Anthropic announced an enormous partnership with SpaceX AI.

And if I'm Dario, I'm thinking, yeah, I'm not really incentivized to build my own Dyson Swarm, I'll partner with Elon and SpaceX AI to use the SpaceX AI Dyson Swarm.

Or no payday.

That's a lot of compute in SSO and then in SSO or Dyson Swarm.

So the question I'd be asking is if I'm one of the non-Elon hyperscalers, how much would I be willing to pay to acquire a star cloud now to jumpstart my own Dyson Swarm?

I do think the risk that we as a civilization run, and this is admittedly a very US-centric perspective in Japan, infamously in the past few months there's been a lot of coverage of data centers being built in the middle of Tokyo.

But, of course, Japan is much more densely populated than the U.S.

is.

But I think the risk that we run if we, as a human civilization, push the data centers too far from human urban centers is a decoupling of the economy.

Yes, it leads as

I've talked on the pod previously, it leads to the Dyson Swarm.

First, we push them out from our cities to rural areas, and then we push them out from rural areas and from the surface of the Earth into sun-synchronous orbit, and then that gets too crowded and we push it into a solar-centered Dyson Swarm.

That's one possible trajectory civilization can take.

But I think it's generally bad to push the data center economy too far from the human economy.

I would much rather see the two tightly integrated together.

I think it's sort of bad for human machine symbiosis in the long term for these two different economies to be too siloed and too far from each other.

I'll just note, in addition to the obvious idea that the economy is becoming indistinguishable from the AI infrastructure build-out, I think this is underselling the contribution of AI, at least what I expect to be the contribution from AI, talking two to five years out.

I think the most interesting transformation, certainly most dramatic, won't be just this opening act of tiling the earth with compute that right now is absorbing all the capital.

I think it's going to be the transformative inventions and discoveries and applications that get built as another layer.