Elon Musk

I mean, at this point, we've found our GPUs to be quite reliable.

There's infrared mortality, which you can obviously iron out on the ground.

So you can just run them on the ground and confirm that you don't have infrared mortality with the GPUs.

But once they start working, their actual reliability

Once they start working and you're past the initial debug cycle of NVIDIA or whatever, or whoever's making the chips, could be Tesla AI6 chips or something like that, or it could be TPUs or traniums or whatever, the rivalries actually, they're quite reliable past a certain point.

So I don't think the servicing thing is an issue.

But you can mark my words, in 36 months, but probably closer to 30 months, the most economically compelling place to put AI will be space.

And then it will get ridiculously better to be in space.

And then the scaling, the only place you can really scale is space.

Once you start thinking in terms of what percentage of the sun's power are you harnessing, you realize you have to go to space.

You can't scale very much on Earth.

But by very much, to be clear, you're talking like terawatts.

Yeah.

Well, all of the United States currently uses only half a terawatt of power on average.

So if you say a terawatt, that would be twice as much electricity as the United States currently consumes.

So that's quite a lot.

And can you imagine building that many data centers, that many power plants?

It's like those who have lived in software land don't realize they're about to have a hard lesson in hardware that

It's actually very difficult to build power plants.

And you don't just need power plants, you need all of the electrical equipment, you need the electrical transformers to run the transformers, the AI transformers.