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Joe Hansen
@joehansen
Tesla | SpaceX | Starlink | xAI | Grok | Terafab Thoughts & Analysis
参加 July 2014
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Building fast was the thread through the Elon Universe on 19 Oct. Five from today: 1. SpaceX aerial photos at Brownsville showed steel standing 4 days after the slab for its new AI data centers. SemiAnalysis says only 1 in 5 big AI data centers gets built in under 2 years.
SpaceX tried to rent compute from AWS, GCP or anyone, then started building its own. 2. Deutsche Telekom, Orange, Telefonica and Vodafone signed a letter of intent to bid together for EU satellite-to-phone airwaves. No satellite partner picked yet.
Starlink got there by launching satellites. They're starting with paperwork. 3. Bandwagon-5 is now targeting Tuesday 20 Oct after SpaceX slipped it for recovery weather. The Starfall capsule flies for the second time and can bring up to 1,000 kg back from orbit.
About 2 hours 48 minutes after liftoff it separates from the rocket. 4. SpaceX posts Q3 results Tuesday 20 Oct, webcast 22:30 Stockholm time. Last count was 12.0 million Starlink subscribers on 30 June.
Every new subscriber is a home, a boat or a village that just got online. 5. Elon on giving SpaceX shares to kids: "giving shares, which are stakes in the future economy, directly to the people is the way."
For about 72 million kids it would be the first stock they ever own. Tomorrow brings Starfall and SpaceX's Q3 numbers.
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