John
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Podcast Appearances
Like, does the gas turbine backlog, basically?
Why not make solar?
That seems like a good Elon-shaped problem.
We are going to make solar.
Is this Siemens GE, those guys, or is it a subcontractor?
Don't you know some people?
But why would it not work to stand up your own solar production?
And then you're right that you eventually run out of land.
But there's a lot of land here in Texas.
There's a lot of land in Nevada, including private land.
It's not all publicly owned land.
And so you'd be able to at least get the next Colossus and the next one after that.
And at a certain point, you hit a wall.
But wouldn't that work for the moment?
Speaking of the annual capacity, I'm curious, in five years' time, let's say, what will the installed capacity be on Earth?
Five years is a long time.
And in space.
I deliberately picked five years because it's after your once-we're-up-and-running threshold.
And so in five years' time, yeah, what's the on-Earth versus in-space installed AI capacity?
Okay, but you think you can get to hundreds of gigawatts per year in five years time?