Jared Isaacman

So who's going to be really the first to ultimately crack the code on AI?

And as a result, they're willing to spend to build massive data centers and procure GPUs.

But what does it require?

It requires power.

And we are at a massive deficit on that.

I mean, even our last major industrial nuclear power plant took like 15 years and $15 billion for a single gigawatt.

Don't hold me to it, but I think that's directionally right.

That's not going to work right now.

So I think what SpaceX and others are considering is, well, we do have a pretty incredible fusion reactor up there.

Now, that's a good source of power.

That's not the end of the argument.

Just putting something up with solar arrays doesn't solve the problem.

Heat rejection is a major issue in the vacuum of space.

I mean, can you draw more energy in space than you can on Earth?

Look, this is not conclusive, right?

There's energy conversion issues.

And then, you know, are you beaming things back down to Earth?

Are you doing on-orbit processing?

Are there better locations that you could potentially than pure just low Earth orbit, you know, or more creative orbits that might make this project more feasible?

I don't know.