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Hugh Lam

πŸ‘€ Speaker
582 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Because you still have to get it up to Earth, right?

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And so...

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

there'd be thousands of kilos, tons.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So even as those falling launch costs dwindled down over time, as I mentioned, the absolute totality of the size of those data centers is just going to be quite high.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So while I think there is a case for data centers in space, right now it's probably stretching towards that blue sky scenario because of how big those payloads are.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I mentioned falling launch costs of those rockets.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Typically, they are for smaller payloads.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

But once you get into higher payloads, which is just like what you're carrying into space, the costs are still going to be there.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I would love to see data centers in space.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I'm a massive AI and tech guy.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And we are definitely very compute constrained on Earth.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I think what Elon is doing is very visionary, and I admire that.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

But right now, it is quite difficult to do so today.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Don't you want data to be hardwired, though?

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I think generally most people would associate fiber optic cables to be very fast, but I wouldn't discredit how fast LEO satellites are.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

The amount that they're transmitting is between 20 to 40 milliseconds.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Right now, that is not as close as fiber optic cables, so you're

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

absolutely right that fiber optic cables are still a little bit faster.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I've read various reports where LEO satellites probably have to go to that 10 millisecond metric in order to be similar to fiber optic cables.