🎙EP 19: While We Argue About Electricity, Google Is Moving Compute to Space. Southeast Asia Has 36 Months to Wake Up.
THIS WEEK'S REALITY CHECK
Google just published research that makes every data center in Southeast Asia look obsolete.
Project Suncatcher: Space-based AI data centers hitting cost parity with terrestrial operations by 2035. Launch costs dropped from $10,000 to $1,500 per kilogram. SpaceX is targeting $200/kg.
This isn't science fiction. It's a $100 billion economic shift happening right now—and Southeast Asia has exactly 24-36 months to position itself as the ground station hub or watch the value flow elsewhere.
This episode breaks down why orbital compute is inevitable, what it means for AI…
The skinny
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