Please correct me if I’m wrong, but here are my thoughts about AI satellite from SPCX: 1. Training/inference: They are kilometers away from each other. Due to physics limitations, the latency and bandwidth between satellites will make them better suited for inference only, not training. 2. Energy saving: Energy cost for data centers is usually less than 10%. The majority of data center cost today is still depreciation of AI chips. Therefore, even if you consider energy cost as zero, I still have trouble seeing significant cost efficiency when comparing on-ground data centers with in-space ones. 3. Production capacity: If AI chip manufacturing speed is the scaling bottleneck, then launching AI satellites does not unblock scaling, since the satellites still need to wait for the chips. Otherwise, the plan to have 10,000 Starship launches per year becomes the bottleneck, and at this speed, it still does not significantly outpace the expected compute scaling speed on the ground within five years.