I say this tongue in cheek, but in all seriousness, I can't really think of any other benefit, and I no longer have a lot of faith in the good sense of some of the people involved.
1) Energy infra is going to be seriously limited on the production side well, well below demand
2) energy engineering solar for space requires less materials than for gravity-based solar (!)
3) you cut out distribution network needs when you just launch stuff all per-pod in space
4) SpaceX thinks it can create a scalable vertically integrated production facility to turn raw materials into space datacenter pods, with the exception of chips.
As a business bet, this is predicated on 10,000x inference demand growth - if we have that, and SpaceX can get the integrated production rolling, and get Starship launching, then these will be actively utilized at scale.
Whether you are bullish on the whole plan should, I think come down to your take on those priors: 10kx growth, ability to manage supply chain and production, Starship outlook, and silicon access.
I'm not bearish on this after listening to the podcast; it has a very Elon-like returns distribution - if they're wrong on a lot of this, they'll probably have some moderately price-competitive datacenter facilities in space and a lot of built organizational knowhow while Brooklyn journalists dunk on them for spending all that effort to just replicate what we have on Earth. If they're right about most of this, they'll have an unreplicable head start, both due to years of experience, and due to the cheap launch they gambled on ten years ago, they'll have a nearly insurmountable moat.
By the way, 10,000x inference growth would look like what happened with cryptocurrency mining - after a couple of years, you'd be needing to upgrade all your machines with ASICs and the market would be flooded with very cheap graphics cards. I doubt that upgrading space data centres would be fun.
I don’t get your mining analogy though - a non upgradable data center pod is either going to pay off its capital costs or it won’t. Once it has, any revenue is close to 100% profit. 10k demand increase is the opposite of mining dynamics: there you get a 10k supply increase that the price has to support, in combination with more efficient silicon. Here the demand drives revenue and earnings.
If there’s some crazy inflection point in chips then you’ll still have all the power infra in space - you can just like cut the old pod and hook up a new one: or more likely manufacturing economies of scale mean you probably just keep sending up new systems and put the old ones on work loads they can manage at market prices.
Are we still going to pretend that the man who has gotten every single prediction wrong so far knows what he is talking about?
He has been saying self driving cars are right around the corner 10+ years by using a staged video.
I will never forget this statement; _I don't know anything about EVs so when he talked I believed him. I don't know anything about rockets so when he talked I believed him. I most defiantly know about software development and when he opens his mouth I know he is lying."
Still don't get what people see in him. Deep down he is not a good person and will say anything to pump up his image and stock.
P.S. Number of his fans like to down vote people for calling him a bad person.
The fact that this lunatic is polluting humanity's view into the universe mainly for enriching himself and his shareholders, and that everyone is playing along with this, is sickening.
