I don't believe any single company should own the future of intelligence. AI is becoming essential to economies and national defense. If a handful of companies control the computing infrastructure powering AI, they'll have an enormous competitive advantage in every aspect over everyone else. > Use more computing power > Can run thousands of more AI agents 24/7 > Can automate entire company departments > Develop new tech faster > Produce more goods and services at lower costs, sell more globally, attract investment and generate more business profits, higher wages and tax revenue. > Use that wealth to improve healthcare, education and living standards — while other countries fall further behind. And also with those profits, they'll buy more AI chips, secure more electricity, expand their computing infrastructure and the cycle continues. Meanwhile, smaller companies that can't afford the same computing power will have to ration their AI usage. They'll automate less, innovate slower and struggle to compete. Over time, the gap in wealth, productivity, technology and living standards between countries will widen massively. The ones who control it will soon live in a futuristic world like Star Trek, compared to the ones who don't who will be stuck in medieval times like Game of Thrones. Worse, some countries right now face physical limitations that make building their own AI infrastructure extremely difficult. Take Singapore, where I grew up. We have limited land. Or Japan, which faces earthquakes and challenges expanding its energy infrastructure. These countries risk becoming increasingly dependent on foreign AI providers. That's one reason I started Orbital. We want to harness sunlight in space to power AI chips in orbit and transmit the results back to Earth. This will give countries another way to secure their own computing capacity, protect their data and adopt advanced AI without relying entirely on foreign infrastructure. The economics still need proving, but my mission is bigger than putting data centers in space. Because the future of intelligence shouldn't be controlled by a handful of companies. — With Jeff Becker on the Further, Faster podcast by Antler Global (.@AntlerGlobal) podcast

Hi, if you're new here, I'm Euwyn founder of Orbital. If you're interested in AI, space, data centers and the future of computing, you'll probably enjoy what I post here. Follow me @euwyn and read my story below ↓

Elon Musk says the AI boom will hit a WALL by the end of 2026. He says the whole industry is about to learn a hard lesson in hardware. Chip output is exploding, but electricity is nearly flat everywhere outside China. So the two lines cross this year. He says by the end of the year, we will be making more AI chips than we can actually turn on. Millions of them pile up with nowhere to plug in. In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins the race. In the end, the AI race comes down to one thing: Raw electricity. — Elon Musk (.@elonmusk) on Dwarkesh Patel's (.@dwarkesh_sp) podcast

Hi, I'm Euwyn. Going to start posting here again, so a quick reintroduction. I'm the founder of Orbital. We're building AI data centers in space. A few things about me: In 2010, I moved to Silicon Valley to join YC (S10) to build my first startup. In 2017, I co-founded Spin, the first micromobility company in the US. In 2018, Ford acquired Spin for close to $100M. Over the following years, we scaled it to 1,800 employees, deployed 250,000+ vehicles and expanded into 100+ markets. In 2026, I founded Orbital. We raised funding from a16z speedrun, Human Interest, Basis Set, Anti Fund, and others. The team has decades of experience building satellites at Amazon Leo, Lockheed Martin, Northrop Grumman and other aerospace companies. Our mission is to solve one of AI's biggest problems: the electricity shortage. AI demand is growing exponentially and we can't build enough power plants and grid capacity to match it. Data centers in space is the solution. I'll be sharing what we're building, what we're learning and why I believe space will play a huge role in the future of AI. If you're interested in AI, space, data centers and the future of computing, you'll probably enjoy what I post here. Follow along for the journey.

Let's do a little math here: Each Starlink satellite weighs ~2 tons and adds ~1 Tbps to the Starlink network. Each Starship launch can carry up to 60 Starlink satellites. That's a total of ~60 Tbps per launch. The entire internet is ~2,250 Tbps, meaning it would take only ~38 Starship launches for the Starlink network to have greater bandwidth than the entire internet. Most people don't realize the scale of Starship. It's insane!

Here are a few other things that the experts said about SpaceX: "There is no scenario in which the economics of reusable launch vehicles makes them preferable in cost to expendable launch vehicles." – Dr. Stephen Book (Aerospace Cost Analyst) "It's pretty darn hard to make that [reusability] actually save money." – Tory Bruno (CEO United Launch Alliance) "I support the encouragement of the newcomers... But I am not confident." – Neil Armstrong (Apollo 11 Commander) "I think the odds are against them." – Burt Rutan (Founder & Chief Engineer Scaled Composites) "This is not the time to experiment." – Harrison Schmitt (Apollo 17 Astronaut) "Get your boy Elon in line!" – Bill Nelson (Senator)