Jaden Schaefer

And I love the competition in all of this.

A couple of things that I wanted to say from like a technical standpoint and some of the things that are tricky in all of this.

So basically, early orbital deployments are more likely to focus on inference rather than full scale training.

Right.

So these data centers up there, they're not going to be doing full scale training.

They're probably going to be doing inference, which is just when I'm chatting with talking to chat GPT.

It has to run inference to basically give me my my answer.

And that's what they're probably going to do.

So inference workloads, they can run on smaller GPU clusters, and they can tolerate distributed architectures a lot more easily, right?

And so, you know, there's not like one giant data center in space, it's going to be a ton of these little tiny satellite data centers all linked together.

And because they're distributed like that, you have to have unique architectures that can actually make that function.

So basically, that opens up some near term paths.

There's like, you know, you can imagine like customer service agents, generative media workloads,

AI assisted software tasks, which could be computed in orbit and then powered by continuous solar panel, that kind of stuff all makes sense.

But at the end of the day, as one engineer put it, a flop is a flop, and it doesn't matter where it lives.

So if compute is, you know, fungible across terrestrial and orbital environments, companies like SpaceX and XAI can

dynamically allocate where it's cheapest and most scalable if they have the capacity up there in space basically um then wherever you know if their servers are getting overwhelmed their data centers are getting overwhelmed on earth even if perhaps um it's a little bit more expensive in space let's say but they're overwhelmed here they can shoot it up and use some of that some of that um compute power in space right so they can they can work their system that way

And alternatively, they would just have to be going with a competitor, which would be upselling, upcharging them a lot, AWS or Google.

And so, you know, which have to add their own margins and markup.

So it probably is comparable, except they're not giving money to their competitors, perhaps.