Jaden Schaefer

So like theoretically, it's possible, but it's not a reality today.

I think there's a lot of real challenges.

There's radiation hardening, there's thermal management, there's satellite manufacturing costs, there's inter-satellite communications throughput.

SpaceX has already shown that they can obviously mass produce and operate thousands of satellites, right?

They have the Starlink constellation, which by the way, if you didn't know, Starlink generates 80% of SpaceX's revenue.

I like, they charge money to shoot things into space and that's kind of what their company was built on.

But Starlink is actually the biggest revenue generator for their company right now.

So obviously like they're able to do it.

They can mass produce, they can, you know, mass operate thousands of satellites and they're doing a good job of that.

And so turning those satellites into data centers, so it was kind of the next.

step of can they do it and if any company can it would appear you know they have the most experience they would be able to but it's tricky and I think the one thing they have going for them there's not a ton of competition that has obviously some insane operational experience and that's a huge moat not a lot of people are really competing directly but I will say Google's project Suncatcher is focusing on there's a startup called StarCloud and then even Amazon and Blue Origin are

are kind of showing that this orbital AI infrastructure is something that they're interested in.

So there are other players that are competing, Google, Amazon, and StarCloud.

And so and then, of course, SpaceX.

So we have like four players in this.

And to me, that's exciting.

It feels less fringe and more like there's kind of a race.

And so

We'll see which of these players can execute fastest and best.

And I love the competition in all of this.