How to understand the value of SpaceX? Musk: In 3-4 years, "space supercomputing" will be the lowest-cost computing power
ARK estimates that SpaceX's enterprise value will reach $2.5 trillion by 2023. Musk believes that SpaceX's space supercomputer will be the lowest-cost way to generate AI bitstreams in the next 3-4 years. Through satellite AI computing and Starlink connectivity, it is expected to add 100GW of AI computing power annually. In the future, there may be plans to build satellite factories on the moon to achieve larger-scale AI computing power and promote the advancement of civilization
"Wood Sister" ARK publicly disclosed its valuation model for SpaceX, stating that its "enterprise value" will reach $2.5 trillion by 2023.
When Musk replied, he mentioned that the value of SpaceX's space supercomputing also needs to be considered:
Satellites equipped with localized AI computing, which only transmit results back from low-latency, sun-synchronous orbits, will become the lowest-cost way to generate AI bitstreams within 3 years.
Moreover, this is the fastest way to achieve scalability within 4 years, as it has become increasingly difficult to find convenient power sources on Earth. With 1 trillion tons of satellites, each with 100 kilowatts, it can add 100GW of artificial intelligence annually, with no operational or maintenance costs, connected to the Starlink constellation via high-bandwidth lasers.
On a further level, building satellite factories on the Moon, using mass drivers (electromagnetic railguns) to accelerate AI satellites to lunar escape velocity without rockets. This could achieve >100TW/year of artificial intelligence, marking an extraordinary advancement towards becoming a Type II Kardashev civilization.
