Scott Nolan
๐ค SpeakerAppearances Over Time
Podcast Appearances
And if the demand curve for electricity, whether it's AI data centers or people's homes starts really outpacing supply, that's when prices go up.
If you can outrun demand with supply, prices go down.
And so demand is going to be what it is.
People are going to get EVs.
People are going to want to use AI tools.
Those tools require data centers.
That's going to happen.
That demand is going to be there.
It's up to us how quickly do we bring on supply.
So I think it's that balance between supply and demand that's going to really drive where prices go and what people experience.
I know you had him on recently.
I listened to part of the podcast.
It was really interesting.
Yeah, there's a few startups working on this right now, actually.
So there's a few startups that are saying, you know, space launch is going to get extremely cheap with Starship.
And so we're planning on launch costs getting so cheap that you could deploy a huge solar array in space and beam it down, whether it's laser or microwave or even trying to just put mirrors up there and reflect sunlight.
So there's a few companies doing that.
I think there's
You know, we need to see the launch costs come down by a lot with Starship succeeding and really scaling.
And early years of Starship are going to be dedicated to Starlink launches, I would imagine, just to get the rest of that consolation up.