SpaceX orbital data centers to power Tesla
The guest argued that Tesla could serve as the anchor customer for SpaceX's planned orbital data centers to run AI inference for its autonomous robotaxi fleets.
The argument
SpaceX is reportedly planning to deploy orbital data centers by 2028-2029, with a potential pilot in 2027. This space-based compute infrastructure is envisioned to support the heavy mathematical processing required for Tesla's self-driving algorithms beyond its onboard hardware.
The thesis, stress-tested
✓ What validates it
- ✓Successful pilot of an orbital data center by SpaceX in 2027
- ✓Expansion of Tesla's robotaxi fleet testing to more metropolitan areas
▸ Risks discussed
- ▸Regulatory hurdles for autonomous vehicle deployment in major cities
- ▸Potential delays in SpaceX's orbital data center deployment timeline
- ▸High capital expenditure requirements for space-based infrastructure
Hear it yourself
"What are you, Mary Meeker in disguise? That's the mini pulse. That's the mini mini pulse. We cut it down recently. It was getting up to around, like, a 130, 140, and we That's just sick. Laura, you're too young to remember this, but I remember LIFO, FIFO, and all the accounting that went into more traditional companies. Does big tech hyperscalers, do they have countable LIFO, FIFO balance sheets? That that I'm not qualified to comment on, Tom. I'm not really sure. But the the reality is that we are seeing the nervousness around that top 10 cohort for one reason or another."
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