Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
Yes.
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But if you get there, it's super elegant and super reproducible and super scalable.
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And this is and the idea that we talked about this last week, too.
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Space is so much bigger than people realize.
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And if this is a bet.
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On
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Actually, the demand for compute being effectively infinite.
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Yeah.
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And where these racks in space would be is they're providing marginal compute, which is meaning you need one more bit of compute where you're gonna go.
podcast-host
Of course, you're still going to have the data centers on Earth, which by the way, the data centers on Earth are probably gonna be extremely profitable because they're cheaper.
podcast-host
And but the marginal i if compute becomes a commodity.
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The price of the commodity is set by who adds one more bit of the commodity.
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What's their cost structure?
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So on one hand, it's the most expensive one that has the worst margins that adds that marginal compute.
podcast-host
But if demand is large enough, then that marginal piece of compute, if you're the only one that can add marginal compute, like you're you can make it up in volume.
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Yeah.
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Like is literally the answer here.
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Uh and so there's a make it up and volume aspect which by the way
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Should always make you worried and suspicious and feels very bubbly.
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We're gonna make it up in volume.
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Showing 3161–3180 of 42,103 · page 159 of 2106
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