Latest / Elon Musk Thinking / Latest: Elon Musk SPACEX Plans!!!
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- 0:00Speaker 1: Latest interview of Elon Musk, like, how do you decide
- 0:06Speaker 1: what progress the civilization has made?
- 0:09Speaker 2: That's the most objective metric that any alien species, say
- 0:16Speaker 2: visiting us, would calibrate how much progress.
- 0:20Speaker 1: We've made as a civilization.
- 0:23Speaker 2: And one of the most objective ways to do that
- 0:25Speaker 2: is the amount of power that is any given civilization
- 0:31Speaker 2: has been able to harness. And there was a Russian
- 0:36Speaker 2: physicist actually I think by the name of Kadashov, who
- 0:40Speaker 2: thought about this, and it's I think it's a good
- 0:43Speaker 2: way to characterize it, which is.
- 0:47Speaker 1: You can have.
- 0:49Speaker 2: You can assess how well a civilization is harnessing the
- 0:54Speaker 2: power available on the planet. That's a type one, and
- 0:58Speaker 2: then type two would be how much of the stars
- 1:03Speaker 2: power are you honessing? And then type three would be
- 1:05Speaker 2: how much of the galaxy's power are you honessing? These
- 1:10Speaker 2: are very objective and measurable numbers. So right now we're
- 1:16Speaker 2: very low on Na Kadashev one scale, and if you say,
- 1:19Speaker 2: like what proportion of our planet's power are we honessing,
- 1:25Speaker 2: it's a very very tiny number. And basically we're harnessing
- 1:32Speaker 2: almost nothing of our stars power. So the sun is
- 1:38Speaker 2: truly an immense thing. It is it's difficult with words
- 1:43Speaker 2: to characterize just how immense the Sun is, but this
- 1:46Speaker 2: gives you sort of a sense of scale.
- 1:48Speaker 3: Yeah, it's a big difficulty jump going from level one
- 1:52Speaker 3: to level two.
- 1:53Speaker 1: Very big difficulty jump.
- 1:54Speaker 2: Yes, and level three and we don't even know how
- 1:56Speaker 2: to do level three really well.
- 1:58Speaker 1: Get yeah, yeah, exactly a. I'll figure it out. Yeah.
- 2:01Speaker 2: One way to appreciate the size of the Sun is
- 2:04Speaker 2: to think about how heavy is the Sun compared to
- 2:06Speaker 2: all the rest of the mass in the Solar System.
- 2:09Speaker 2: So the Sun is about ninety nine point eighty six
- 2:12Speaker 2: percent of all mass in the Solar system, it's everything,
- 2:17Speaker 2: and then off the remaining one zero point one four percent,
- 2:22Speaker 2: most of that is Jupiter, one planet, So we're.
- 2:26Speaker 3: A sole lightweight.
- 2:28Speaker 2: Yes, the entire mass of Earth is in the tiny
- 2:31Speaker 2: miss laneous category, where we're like, Earth is a tiny
- 2:35Speaker 2: dust mote compared to the Sun.
- 2:38Speaker 3: Well, but how much energy are we talking like coming
- 2:41Speaker 3: from the Sun, especially compared to what we're using here
- 2:46Speaker 3: on Earth.
- 2:46Speaker 2: It feels like, Yeah, the incident's solar energy on the
- 2:50Speaker 2: cross section of the Earth is roughly a half billionth
- 2:53Speaker 2: of the Sun's power output, and the vast majority of
- 2:59Speaker 2: that we cannot because you know, seventy percent of Earth
- 3:02Speaker 2: is water. We should technically our plan should be called
- 3:06Speaker 2: water because that is seventy percent water. And I think
- 3:09Speaker 2: an alien civilization visiting us would be like, why are
- 3:12Speaker 2: they're calling it Earth when it is mostly water?
- 3:14Speaker 3: Where the greenland's not green? Of the of the gally
- 3:17Speaker 3: of the solar system.
- 3:19Speaker 2: Yeah, a bunch of the exactly even, we're seventy percent water,
- 3:25Speaker 2: and then of the thirty percent best land, a bunch
- 3:27Speaker 2: of it is either Antarctica or you know, Siberia type
- 3:33Speaker 2: of thing, very northern Canada type of thing, very difficult
- 3:35Speaker 2: to not places people typically.
- 3:38Speaker 1: Want to live.
- 3:38Speaker 2: And you're not going to get a lot of solar
- 3:40Speaker 2: power at the polls. So the actual usable area of
- 3:46Speaker 2: land that where you can get solar power is quite small. Anyway,
- 3:50Speaker 2: in order to ascend the Cordship scale, in order to
- 3:55Speaker 2: get to any meaningful percentage of the Sun's energy harnessed,
- 4:00Speaker 2: you have to go to space. If you wanted to
- 4:02Speaker 2: get to say, a millionth of the power output of
- 4:06Speaker 2: the Sun, you would have to increase civilizational energy harnessed
- 4:12Speaker 2: by much more than a million.
- 4:16Speaker 1: So we currently use much less than a trillionth.
- 4:20Speaker 2: Of the power output of the Sun, and a trillion
- 4:23Speaker 2: is a million times a million. So so basically this
- 4:28Speaker 2: we're basically practically nowhere on the sort of the Cottagship
- 4:33Speaker 2: to scale, practically nowhere.
- 4:34Speaker 3: So in CARDISHIV scale we're all still.
- 4:39Speaker 2: Register We're like not, we're not even yeah, we're so
- 4:45Speaker 2: we're not We're not registering not even a microsol.
- 4:49Speaker 1: Yeah no.
- 4:51Speaker 2: And so to actually what microsol would be an epic,
- 4:54Speaker 2: epic achievement relative.
- 4:55Speaker 3: To where we are right now, something to aspire to.
- 4:58Speaker 1: Yeah, yeah, that's o gold.
- 5:00Speaker 2: And like this is I think both simultaneously an incredibly
- 5:07Speaker 2: adventurous goal relatives where we are and yet not particularly
- 5:11Speaker 2: adventurous as a percentage of the Sun's energy to.
- 5:14Speaker 1: Try to achieve.
- 5:16Speaker 2: Powerhunness being one million of what the Sun outputs.
- 5:20Speaker 1: And so to actually start a microstal that actually.
- 5:23Speaker 3: Start getting there though we're not just gonna throw a
- 5:25Speaker 3: solar raised in space try to soak up a bunch
- 5:27Speaker 3: of the sun. Like there has to be a need,
- 5:30Speaker 3: like you want to go up there and do something meaningful,
- 5:33Speaker 3: And obviously until this point in human history, like there
- 5:36Speaker 3: hasn't really been a need. What has changed to make
- 5:41Speaker 3: us think that like, maybe now's the time to start
- 5:44Speaker 3: trying to notch a percentage point or two, I mean.
- 5:46Speaker 2: Getting too a percent of the Sun's energy, maybe not
- 5:50Speaker 2: a percentity Let's go like, well, well the desci will
- 5:53Speaker 2: point back. So you're extremely thick ass civilization if you
- 5:56Speaker 2: get one percent of the Sun's energy. And I'm like, wow,
- 5:59Speaker 2: that civilizations be vastly more powerful in us, to say
- 6:04Speaker 2: the least. So in order to start to make some
- 6:09Speaker 2: progress on the Cottashef scale, we need to launch satellites
- 6:14Speaker 2: to to to orbit Earth and capture solar power. And
- 6:20Speaker 2: that avoids the need to build massive power plants on
- 6:24Speaker 2: Earth and deal with cooling because cooling is actually much
- 6:29Speaker 2: easier in space than it is on Earth. You can
- 6:32Speaker 2: just radiate to the vacuum. And and so what what
- 6:38Speaker 2: we're proposing here and what we intend to do, is
- 6:41Speaker 2: to try to claim the Cottagechef scale to be kind
- 6:44Speaker 2: of like a respectable civilization. So when the aliens, hopefully
- 6:49Speaker 2: there are aliens out there, and they maybe finally decide
- 6:53Speaker 2: to talk to us, you know where we have where
- 6:56Speaker 2: where we have some respectable amount of the Sun's energy
- 7:00Speaker 2: being used, that's not like totally pathetic, which is the
- 7:05Speaker 2: current situation.
- 7:06Speaker 3: And so before we start sending data centers, sending all
- 7:10Speaker 3: of this to space, there are some limiting factors that
- 7:13Speaker 3: we got to get there that would traditionally make it
- 7:16Speaker 3: so like this is almost as possible.
- 7:18Speaker 2: Yeah, what does it take to scale? Yeah? So things
- 7:22Speaker 2: it takes to scale are you need to have a
- 7:25Speaker 2: large mask to orbit capability, which is what Starship will
- 7:28Speaker 2: give us.
- 7:29Speaker 1: That large mask. So you know, you.
- 7:31Speaker 2: Ultimately need to send millions of tons to orbit and beyond,
- 7:35Speaker 2: and you need the power associated with that. So if
- 7:39Speaker 2: you want to put one hundred big wettes or ultimately
- 7:41Speaker 2: a tarwowat into space from Earth, you need you will
- 7:45Speaker 2: at some point need a tarowatt of solar and then
- 7:49Speaker 2: you're going to need a tirawot of AI chips. So
- 7:51Speaker 2: the three things you need a mask to orbit, a
- 7:53Speaker 2: lot of solar power and radiators of course, and a
- 7:59Speaker 2: lot of chips.
- 8:00Speaker 3: All right, well let's start ticking down the list. So
- 8:03Speaker 3: mass orbit that's where Starship comes in. We just had
- 8:08Speaker 3: first flight V three. It's awesome. I know you were there.
- 8:13Speaker 3: It was crazy to see that rocket launch and like,
- 8:16Speaker 3: long time coming. What's kind of what Starship's kind of
- 8:19Speaker 3: purpose of being, What is it going to be doing?
- 8:23Speaker 2: Yeah, so Starship is going to it's going to revolutionize space. Really,
- 8:29Speaker 2: it's the first rocket design that is capable of full
- 8:34Speaker 2: and rapid reusability. Now, reusability is the fundamental breakthrough that
- 8:38Speaker 2: is necessary to make life multiplanetary as well as to
- 8:42Speaker 2: ascend the Cottership scale. You simply cannot ascend the Cottership
- 8:45Speaker 2: scale unless you have a reusable spacecraft, and you cannot
- 8:50Speaker 2: extend life to the Moon, to Mars and rest the
- 8:53Speaker 2: Solar System without a reusable rocket.
- 8:56Speaker 1: The cost is simply prohibitive.
- 8:58Speaker 2: You can't You can't make enough rockets unless you fly,
- 9:01Speaker 2: unless you can refly them. Just like any other mode
- 9:04Speaker 2: of transport. You can imagine that if we had to
- 9:07Speaker 2: throw away airplanes every time we flew, flying would be
- 9:10Speaker 2: far too expensive and basically no one would be flying airplanes.
- 9:13Speaker 3: You're doing a whole lot more driving.
- 9:16Speaker 2: Yes, every mode of transport is reusable with that which
- 9:22Speaker 2: is simply not viable as a transport system. So cars, planes, boats, forces, bicycles.
- 9:30Speaker 1: Are all obviously reusable.
- 9:33Speaker 2: With rockets, it's much harder to make a rocket reusable
- 9:36Speaker 2: because Earth has a deep gravity well and a thick atmosphere,
- 9:41Speaker 2: and these make it just barely possible to achieve reusability
- 9:45Speaker 2: with a rocket. And there have been many prior attempts
- 9:49Speaker 2: to create a fully reusable rocket, and they most of
- 9:55Speaker 2: those attempts have been abandoned part way through because they
- 9:58Speaker 2: didn't think they could succeed. In order to achieve full reusability,
- 10:02Speaker 2: everything has got to be perfect, the engines, the structure,
- 10:06Speaker 2: the avionics, the choice of propellant. You've got to you've
- 10:13Speaker 2: got to go to extreme measures for mass optimization, which
- 10:15Speaker 2: is why we have the tower catch the rocket instead
- 10:18Speaker 2: of putting on landing.
- 10:19Speaker 1: Legs which are heavy. The rocket can s if we
- 10:21Speaker 1: be caught by the tower.
- 10:23Speaker 2: And we haven't achieved full reusability yet, but we do
- 10:26Speaker 2: expect to achieve that hopefully later this year with Starship.
- 10:29Speaker 1: And then you've got to achieve full reusability. They've also
- 10:32Speaker 1: if you got to go step.
- 10:33Speaker 2: Beyond that, which is make it rapidly reuseable, such that
- 10:38Speaker 2: the rocket lands, gets caught by the tower, is put
- 10:42Speaker 2: back on the launch stand and can be flown again
- 10:44Speaker 2: without any refurbishment or laborious.
- 10:47Speaker 1: Inspection like an aircraft. Yeah, this is incredibly difficult.
- 10:52Speaker 2: This is the first time that there's ever been a
- 10:54Speaker 2: rocket where that is possible.
- 10:57Speaker 1: That's what makes starships so profound.
- 10:59Speaker 2: It also happen is to be the largest flying object
- 11:03Speaker 2: ever made, the heaviest playing object ever made, the most
- 11:06Speaker 2: powerful moving object of any kind. Starship V three is
- 11:12Speaker 2: more than double the thrust of it the Saturn five
- 11:14Speaker 2: Moon rocket. By version four will be pretty much three
- 11:18Speaker 2: times the thrust of a Saturn five Moon rocket, and
- 11:20Speaker 2: we expect this, We expect Starship to be flying more
- 11:24Speaker 2: than once per hour down the road.
- 11:26Speaker 3: One of the fun facts from flight twelve that was
- 11:28Speaker 3: actually the heaviest payload SpaceX has ever flown, and that's
- 11:32Speaker 3: still just a fraction of what V three can do.
- 11:36Speaker 3: So yes, I mean once we're flying massive amounts really rapidly.
- 11:43Speaker 3: I mean we already fly the majority of payload to
- 11:46Speaker 3: space with Falcon Do people even really understand what mass
- 11:53Speaker 3: or of it becomes one starship is flying.
- 11:57Speaker 2: It's many orders ninety two greater than and what is
- 12:00Speaker 2: the case today. So even with Falcon nine, Falcon Heavy,
- 12:05Speaker 2: SpaceX levers almost ninety percent of all Earth mass to orbit.
- 12:11Speaker 2: I think between eighty five ninety percent right now, and
- 12:15Speaker 2: then most of the remaining mass I think is launched
- 12:18Speaker 2: by China, and then the rest of the world, including
- 12:20Speaker 2: the rest of the US, is the remaining I don't know,
- 12:23Speaker 2: five to seven percent. Now with with Starship, we'll be
- 12:30Speaker 2: aiming to go from somewhere around twenty five hundred tons
- 12:33Speaker 2: a year to orbit to millions of tons per year
- 12:36Speaker 2: to orbit, and to do so at a pretty short
- 12:40Speaker 2: period of time. So we think probably we can get
- 12:43Speaker 2: to a million tons to RBOT per year in about
- 12:51Speaker 2: three years thereabouts Starship.
- 12:54Speaker 3: Starship is going to take care of the master or
- 12:57Speaker 3: a bit limiting factor, yes, and then power generation, So
- 13:01Speaker 3: first and A and maybe you can help people probably
- 13:05Speaker 3: struggle to visualize a little bit when you say, like
- 13:08Speaker 3: data center in space, Like we're not going to slap
- 13:11Speaker 3: engines on a building and fly it up there, Like
- 13:13Speaker 3: these actually look like pretty different and so kind of
- 13:16Speaker 3: walk through how you take something that's in a giant
- 13:20Speaker 3: building on the ground and turn it into something that's
- 13:22Speaker 3: functional in space.
- 13:24Speaker 1: Yeah, I think it's it's pretty interesting.
- 13:26Speaker 4: A lot of people don't actually know what the inside
- 13:28Speaker 4: of a data center.
- 13:28Speaker 2: Even looks like, right, and it's a mythical place where
- 13:33Speaker 2: the Internet's in the cloud.
- 13:34Speaker 4: Or yeah, some people in vision wire, some people in
- 13:37Speaker 4: vision boxes. But like, effectually it comes down to a
- 13:41Speaker 4: set number of chips and the things that we need
- 13:44Speaker 4: to launch into space are actually quite small when we
- 13:47Speaker 4: look at it. The more challenging part is figuring out
- 13:49Speaker 4: how to get how do you get the power for it?
- 13:52Speaker 4: And that's where a lot of what we've worked on
- 13:55Speaker 4: for existing like star wink technology, the solar rays are
- 14:00Speaker 4: what we want to utilize that expertise to to be
- 14:04Speaker 4: able to build a satellite that can actually launch the
- 14:06Speaker 4: critical components of the data center into space itself. We
- 14:11Speaker 4: like to look at this and say, like what is
- 14:14Speaker 4: what is the actual engineering problem here? And and it's
- 14:17Speaker 4: it's really a combination of delivering power and then taking
- 14:20Speaker 4: the waste heat and energy away and sending it into
- 14:23Speaker 4: the vacuum of space. As you mentioned, Yeah, uh, Now,
- 14:27Speaker 4: the the AI satellite is actually much simpler than a
- 14:32Speaker 4: starling satellite. It's a stalling satellite, has has gigantic phase
- 14:36Speaker 4: ray antennas. Uh, it's got uh you know, parabolic antennas.
- 14:41Speaker 4: It's got uh, you know a lot of laser links.
- 14:47Speaker 4: It's a it's it's much more complicated than an AI satellite,
- 14:51Speaker 4: and AI satellite is essentially a lot of solar cells,
- 14:55Speaker 4: a radiator, and you still need some laser links, but
- 14:59Speaker 4: you don't have of the super complex antennas.
- 15:03Speaker 1: That you have on a stalling satellite.
- 15:04Speaker 2: So I mean, given the two, the easier one to
- 15:08Speaker 2: design for is the the AI satellite.
- 15:11Speaker 1: Yeah, it's just a little bit bigger. It's bigger.
- 15:14Speaker 3: Just makes stuff bigger.
- 15:15Speaker 1: Yeah.
- 15:15Speaker 3: I was like, so we've got this is our AI
- 15:19Speaker 3: one if you guys want to.
- 15:20Speaker 1: Walk us through. Yeah.
- 15:22Speaker 4: So the first thing that we're really looking at here
- 15:24Speaker 4: is like, first, you've got to make something compelling, right,
- 15:27Speaker 4: And we thought that the right place to start is
- 15:31Speaker 4: around one hundred and fifty.
- 15:32Speaker 1: Kilowatt like peak power level.
- 15:35Speaker 4: But as we look at the workloads with our experience
- 15:37Speaker 4: with XAI, we get to actually see that we can
- 15:41Speaker 4: also support about one hundred and twenty kilowats of average compute.
- 15:44Speaker 1: There's a difference. What we're showing here is kind of
- 15:47Speaker 1: a draft version of the.
- 15:51Speaker 2: Version one of the of the SpaceX AI satellite AI one,
- 15:54Speaker 2: I guess you could call it, and seems like a
- 15:57Speaker 2: reasonable place to start is undred and fifty kilowatts peak
- 16:01Speaker 2: power one hundred and twenty kilowatt sustained power. And to
- 16:05Speaker 2: give you a sense of what does that actually look
- 16:06Speaker 2: like in terms of the size of the.
- 16:08Speaker 1: Radiator size of the solar panels, the assumptions.
- 16:11Speaker 2: Here are two hundred and fifty what's per square meter
- 16:15Speaker 2: for the solar array and about fourteen hundred what's per
- 16:19Speaker 2: square meter for the radiators. So the radiators, these are
- 16:22Speaker 2: double side radiators, are radiating both sides, they're oriented knife
- 16:27Speaker 2: edge to the Sun, and it's fourteen hundred washpos square
- 16:32Speaker 2: meter is a very achievable goal. Over time, we think
- 16:35Speaker 2: we can probably do above chatter fifty washed post square
- 16:38Speaker 2: meter and above fourteen hundred what's per square meter for
- 16:41Speaker 2: the solar panels radiators, respectively.
- 16:45Speaker 1: But this gives you like a this is pretty much
- 16:49Speaker 1: what the satellite's going to look like. Yeah, it's a lot.
- 16:51Speaker 2: Of solar panels, radiator, and then everything else is pretty small.
- 16:55Speaker 1: Like embarrassy.
- 16:56Speaker 4: And these are like evolutions of things that we have
- 16:58Speaker 4: actually already launched in our Starlink constellation to date. Yeah,
- 17:03Speaker 4: that's that's really I think the cool part to me
- 17:06Speaker 4: is that we're looking at solar technology that we already
- 17:09Speaker 4: are going to use on the V three Starlink vehicle.
- 17:13Speaker 4: So I'm like really excited to then just take those
- 17:17Speaker 4: and make it bigger.
- 17:18Speaker 1: Yeah. Part of what we want to convey here is
- 17:21Speaker 1: that there's not some.
- 17:24Speaker 2: Magic that's necessary that doesn't exist for the AI satellites.
- 17:29Speaker 2: As I had said, this is a lot of this
- 17:31Speaker 2: is technology we've already made for the Starlink B three satellites.
- 17:36Speaker 2: So it's basically, don't think this is a super hard
- 17:40Speaker 2: problem compared to things we already do.
- 17:44Speaker 1: They would also be probably something on the.
- 17:45Speaker 2: Order of a twer bit of connectivity of laser link connectivity.
- 17:49Speaker 1: From the on the satellite.
- 17:52Speaker 2: One hundred and fifty killawak peak power level is roughly
- 17:56Speaker 2: matches Le's ay.
- 17:57Speaker 1: An Nvidio GV three hundred rack would do, so a.
- 18:01Speaker 2: GB three hundred with seventy two GPUs it's peak power
- 18:05Speaker 2: I think is around one hundred and forty kilowatts, but
- 18:08Speaker 2: it's rarely it's it's almost impossible to get it to
- 18:11Speaker 2: be at that pep power. A more reasonable operating envelope
- 18:15Speaker 2: would be around one hundred and twenty twenty kilos average power,
- 18:19Speaker 2: but it can peak up to one hundred and fifty.
- 18:21Speaker 2: So that's it's basically thinking about as a rack of
- 18:25Speaker 2: compute in space. And then you can connect these these
- 18:30Speaker 2: racks of compute to either each other by the laser
- 18:34Speaker 2: links or directly to the stalling constellations. So you can
- 18:38Speaker 2: close the link with the stalling constellation, and then Stalling
- 18:42Speaker 2: can then send that data to the ground using the
- 18:47Speaker 2: existing KA and KU antennas on the on the vehicle,
- 18:52Speaker 2: it also has laser links to the ground as well, so.
- 18:57Speaker 1: And this would not be out of particularly highlight and
- 19:00Speaker 1: see it.
- 19:01Speaker 2: You know, we're talking about you know, maybe being around
- 19:05Speaker 2: six to eight hundred kilometers above the Earth, and light
- 19:11Speaker 2: travels three hundred kilometers per millisecond, so that's it's about, you.
- 19:16Speaker 1: Know, three milliseconds away. It's not not very far.
- 19:20Speaker 3: Won't worry about that too much though somethings.
- 19:23Speaker 2: I think it's gonna be some like high late and
- 19:25Speaker 2: sy them like, yeah, no, speed of light.
- 19:27Speaker 1: Moves pretty fast, moves pretty fast. It's all one. Yeah.
- 19:31Speaker 4: I think The cool thing also is the the radiators
- 19:34Speaker 4: themselves are about the same size as the existing solar
- 19:38Speaker 4: race for a V three vehicle.
- 19:40Speaker 1: Kind of kind of in that that realm where we're
- 19:42Speaker 1: flying today.
- 19:43Speaker 3: Yeah, So I mean they got they got about a
- 19:45Speaker 3: seventy meter wingspan. So these are fairly large, and we're
- 19:49Speaker 3: talking about building a lot of them and putting them
- 19:52Speaker 3: up there. But you like to say like spaces in
- 19:56Speaker 3: the name, Like there's there's a lot of space up there.
- 19:58Speaker 3: And so even when you're talking thousands or even you know,
- 20:03Speaker 3: up to a million satellites, you got plenty of room
- 20:05Speaker 3: to move around up there.
- 20:06Speaker 2: Yeah, space is really big, So it's like it's not
- 20:10Speaker 2: like space is going to get crowded.
- 20:13Speaker 1: Space is enormous.
- 20:14Speaker 2: Like if you're zoom in close to the satellite, looks big,
- 20:17Speaker 2: but if you actually look at it relatively relative to
- 20:20Speaker 2: the Earth, the satellites are so tiny you can you
- 20:22Speaker 2: can't even see them.
- 20:24Speaker 1: So they're very very tiny compared to Earth.
- 20:29Speaker 3: And I mean, we have ten about ten thousand starlinks
- 20:33Speaker 3: in orbit right now. We've got a pretty good idea
- 20:36Speaker 3: of how to operate just really large constellations and do
- 20:40Speaker 3: it safely.
- 20:40Speaker 4: Now right we are the only operator that has any
- 20:43Speaker 4: experience of that scale. It's it's a great thing that
- 20:48Speaker 4: you know we have this background, so we know how
- 20:49Speaker 4: tightly we can pack the satellites and inside them safely.
- 20:52Speaker 4: That's that's a number one goal when we look at
- 20:55Speaker 4: the constellation.
- 20:56Speaker 3: We're going to be building a lot of satellites, and
- 20:59Speaker 3: we're gonna be building here in Bastra, right, so we've
- 21:03Speaker 3: we've got this, which so we're in the building kind
- 21:06Speaker 3: of in the middle, which we're sitting in that building
- 21:09Speaker 3: right now. This is my first time here. The building
- 21:11Speaker 3: is massive, Like you come around the corner, you see
- 21:14Speaker 3: it through the trees and you're like, oh wow, but
- 21:17Speaker 3: we're about to kind of put this building to shame,
- 21:19Speaker 3: aren't we.
- 21:21Speaker 2: Yes, we're gonna. In fact, we're already have the solar
- 21:25Speaker 2: manufacturing facility. It's under construction already, and and then we
- 21:32Speaker 2: will be building out the a SAT production building soon.
- 21:37Speaker 2: And yeah, so we expect to have the the ASAT production,
- 21:42Speaker 2: the solo production, and all of that operating at some
- 21:48Speaker 2: reasonable volume by the end of next year.
- 21:51Speaker 3: So if anybody wants to work on AI satellite, this
- 21:54Speaker 3: is kind of going to become the hub of that.
- 21:56Speaker 3: We're also so I mean, like right behind us, the
- 21:58Speaker 3: machines are humming and we're still making all of our
- 22:01Speaker 3: user terminals for starlink here, that's not going anywhere. In fact,
- 22:06Speaker 3: we're turning on new production lines for new units right Yes.
- 22:10Speaker 2: In fact, these are the new stalling terminals, which we
- 22:14Speaker 2: made in much high volume than the current terminals, and
- 22:19Speaker 2: ultimately we think there's probably going to be a few one.
- 22:22Speaker 1: Hundred million stalling terminals out there.
- 22:24Speaker 2: And then the stalling direct to sell constellation will connect
- 22:29Speaker 2: directed to people's cell phones and enable high vanterwith communication
- 22:33Speaker 2: directly from your phone to space.
- 22:35Speaker 3: All right, we're two limiting factors down. We've got master orbit,
- 22:40Speaker 3: got putting solar, and a few third ones chips.
- 22:44Speaker 2: Yes, so at least in the beginning, we can obviously
- 22:49Speaker 2: launch the chips that are already being made. So our
- 22:53Speaker 2: current reference design is for in Vidio Reuben chips or
- 22:59Speaker 2: could be either GB three hundred or or Ruben schiffs,
- 23:04Speaker 2: and we'll also have a reference design for TPUs and
- 23:09Speaker 2: essentially you can put up put any any existing shifts
- 23:12Speaker 2: into into orbit. But the current industry seems to be
- 23:21Speaker 2: it seems like it's gonna I don't get to maybe
- 23:24Speaker 2: around one hundred.
- 23:25Speaker 1: Gigawatts a year of AI computed but.
- 23:31Speaker 2: That doesn't answer the question of well, how do you
- 23:32Speaker 2: get to a tarrawatt.
- 23:34Speaker 1: That's why you need the terrafab always looking a step bigger. Yeah, yeah, in.
- 23:40Speaker 2: Order to get to the next order of magnitude, you
- 23:44Speaker 2: need a gigantic shift factory to give you a sense
- 23:47Speaker 2: of scale here, we expect that the terrafab is going
- 23:51Speaker 2: to be around one hundred million square feet, which is
- 23:57Speaker 2: ten times the size of the a Tela gig factory Texas.
- 24:02Speaker 3: And what aside from just you know, I'm going to
- 24:06Speaker 3: need starship point to point to get from one end
- 24:08Speaker 3: to the other. Aside from just the size, what's going
- 24:11Speaker 3: to make this unique different from any other chip building
- 24:15Speaker 3: operation on the planet.
- 24:16Speaker 2: Well, I think over time there's going to be a
- 24:18Speaker 2: lot of technology evolution with the Terrorfab, but fundamentally it's
- 24:22Speaker 2: about scale. So even if there.
- 24:24Speaker 1: Were no.
- 24:26Speaker 2: Fundamental technology breakthroughs, yes, and you simply you could simply
- 24:31Speaker 2: scale the existing chip making technology with a lot of difficulty.
- 24:38Speaker 1: To a terror watt of chip out per year.
- 24:41Speaker 2: That's if you look at it just from the logic
- 24:44Speaker 2: die standpoint, that's that's equivalent. That's like having a billion
- 24:49Speaker 2: chips per year with a kilowatt per radical, So so
- 24:53Speaker 2: a billion full radical equivalent chips each doing a kilowatt,
- 24:58Speaker 2: and then you're going to need a lot of memory
- 25:00Speaker 2: to go with that.
- 25:01Speaker 3: A lot of people today even saying orbital data centers
- 25:04Speaker 3: were like a decade away.
- 25:07Speaker 1: Yeah, I think we.
- 25:07Speaker 2: Want to try to give people a sense of the
- 25:11Speaker 2: timeframe we at least the timeframe we're aiming for. I mean,
- 25:15Speaker 2: you know, people should take this with a grain of
- 25:17Speaker 2: sult to undergrade, because this is this is just our
- 25:20Speaker 2: best guess. So this is not a this is not
- 25:22Speaker 2: a promisable we'll do. This is what we what we
- 25:25Speaker 2: are going to try to do and think we probably
- 25:28Speaker 2: can do, which is to get to roughly an annualized
- 25:33Speaker 2: rate of a gigawat per year by the end of
- 25:35Speaker 2: next year in terms of space AI compute, and then
- 25:40Speaker 2: aspirationally scale that by an order of magnitude per year,
- 25:45Speaker 2: so in two and a half years, hitting an annualized
- 25:47Speaker 2: rate of ten giga watts a year to space and
- 25:50Speaker 2: two and a half years, maybe one hundred gigawatts. And
- 25:53Speaker 2: then depending upon or progress there is in chip making
- 25:58Speaker 2: in the rest of the world.
- 25:59Speaker 1: And with the terriff A going beyond that to scale
- 26:02Speaker 1: to a terror work.
- 26:04Speaker 2: Per year, which is a thousand gable watts, which is
- 26:07Speaker 2: that's wic the current electricity consumption of the United States.
- 26:11Speaker 1: I think there will be appetite for that. But we'll
- 26:12Speaker 1: see there's a lot of satellites.
- 26:16Speaker 2: I don't know what it's going to think about, but uh,
- 26:19Speaker 2: maybe do a lot of simulations or something.
- 26:20Speaker 1: Yeah.
- 26:22Speaker 3: So after we've you know, working through all the limiting factors,
- 26:27Speaker 3: we've kind of topped out what we can do on Earth,
- 26:30Speaker 3: what is the next step?
- 26:32Speaker 1: Two?
- 26:33Speaker 3: Again try and actually notch maybe some percentage points towards
- 26:37Speaker 3: becoming Kardashev level two?
- 26:40Speaker 2: Why stop there? Why I think small here? Because a
- 26:44Speaker 2: terror what actually is that's not things small? So there
- 26:47Speaker 2: is in order to get to another three ors nine
- 26:52Speaker 2: two two thousand x from a terror work per year.
- 26:56Speaker 2: The only way that we can really see that you
- 26:59Speaker 2: can achieved that is on the Moon with a mass
- 27:03Speaker 2: driver essentially where you do local production of photobole takes
- 27:08Speaker 2: and so and radiators on the moon. Maybe you bring
- 27:12Speaker 2: the chips from Earth, or you could conceivably make the
- 27:16Speaker 2: chips on the moon, and but you need most of
- 27:20Speaker 2: the mass to be made on the Moon, so you
- 27:23Speaker 2: don't have to transport it to the Moon from Earth.
- 27:25Speaker 2: And and then because the Moon has no atmosphere and
- 27:29Speaker 2: only one sixth Earth's gravity, you can get you can
- 27:32Speaker 2: accelerate the AI satellites into deep space without a rocket,
- 27:37Speaker 2: so you can basically shoot them into space using an
- 27:41Speaker 2: electromagnetic gun like a like a rail gun type. I
- 27:44Speaker 2: mean just it's basically linear electric motor as the way
- 27:48Speaker 2: to think about it.
- 27:49Speaker 3: So I think where you can show people
- 27:58Speaker 2: Thanks for listening, See you in the next episode.