Gavin Baker

speaker

1,686 appearances 2 recordings 1 series first heard May 2026 last heard 4 Aug

Gavin Baker’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 1.

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That's silly.

What makes a data center is you're connecting these racks with lasers.

So it'll be racks in space that are connected with lasers into a virtual data center.

America was going to suck as hard as it can on every energy source it can get.

And I just think the same is true of compute.

It's why I'm probably less worried about like an edge AI bear case than I was.

We're going to consume as much compute as we can.

Inference, I think, is very sensible for orbital compute.

Training will be done on Earth for a long time.

So I don't think that this is super bearish for terrestrial data centers.

I think those are going to be valuable for.

my lifetime.

But I do think if you're in this ecosystem of power production and cooling,

And you are massively ramping capacity.

A lot of these capacity ramps are gonna be hitting.

Just as I think all of the silly skeptics start to understand that orbital compute is very real.

I think it's worth thinking long and hard about that if you're one of those companies.

And then all sorts of cool stuff is happening in the interim.

We're getting really good at repurposing jet engines.

There's that boom aerospace that is doing this.

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