Starcloud CEO
@PhilipJohnston joins us at the
@NYSE to chat their $250M round and orbital data centers.
"I think we really are talking about by far the largest market opportunity ever."
"We had Dylan Patel a few weeks ago saying that by 2040, half of all new compute capacity would be orbital. So we're talking about on the order of $1T a year in new capex spend by 2040."
"I think it's unlikely that that will be a monopoly. That sounds surprising to me. I mean, if nothing else, that is a big enough incentive for people to get their act together on building launch vehicles."
Full interview, we covered:
- NVIDIA and Cisco participation
- What Starcloud builds in-house vs. outsource
- The launch constraint issue
- Competing with SpaceX
- Starship
- Impact of open source models
- Impact of lower cost per token
- Storytelling philosophy
- Data centers at sea
With
@itsmoislam