SpaceX - Powering AI from Orbit, Space Solar, and the Musk Stack (Pt.2)
Summary
* The bet is that AI compute has outgrown Earth — power, cooling, and land are all hitting walls — and 1.2 million satellites can host it in orbit instead.
* Starship makes launch tractable, but cell chemistry is the real economic lever — HJT and perovskite tandems are what actually collapse the cost stack.
* The constellation is a three-tier fabric — VLEO for inference, LEO for training, MEO for storage — wired together by lasers into one distributed supercomputer.
* Space doesn't
