Ryan Mac

speaker

469 appearances 3 recordings 3 series first heard Mar 2026 last heard 19 Jun

Ryan Mac’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

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This anti kind of Earth-based data center sentiment.

Ironically, particularly because his company has built two very large data centers in Memphis that have caused quite a bit of controversy.

And so this idea behind orbital data centers is, look, we have constrained resources in terms of land, water, power on Earth,

We'll solve all that by throwing these things up into orbit.

But SpaceX has completely pivoted its goals to being essentially an AI company.

There's AI part of this business was bolted on about a year ago.

It was not in the company's plans.

And now Elon Musk sees this as kind of a money driver, a means to revenue and profitability, even though it's just a concept.

I mean, AI is the primary growth driver of the U.S.

economy at this point.

Just look at how SpaceX has done on the stock market.

It's kind of bonkers.

You know, the bear case for these companies is, let's take the bear case for SpaceX.

He's been on a podcast saying that he thinks in 36 months, the cheapest place to operate data centers essentially is in space in 36 months.

So in three years...

He believes AI data centers will be viable.

So he's given himself this kind of timeline here and kind of boxed himself in.

Will he hit it is kind of the big question.

But if he doesn't, you may start to see a little wobble in the economy.

If these AI data centers aren't reliable, then you'll certainly see people that will start to doubt the company for sure.

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