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Advanced Concepts / Re: Moving The Cloud to orbit
« Last post by Vultur on Today at 01:45 am »A lot of the things that failed in the dotcom bubble exist now ... But it took a long time to get there, and the initial company didn't survive (e.g. Pets.com then vs Chewy today, Teledesic then vs. Starlink today).
Small quibble, the comparison with the dotcom bubble isn't with Pets.com, but with the financial practices of companies like worldcom and cisco. (Using "investments" in clients to prop up revenue, masking liabilities as income, industry-wide revaluing of assets to (fictionally) improve balance sheets whenever investors got skittish, etc.)
That's another comparison, sure.
But I think the idea that an application of a technology can be technologically workable, but not economically viable until everything else around it is "ready for it", is also valid.
There's a lot of discussion of AI that seems to present it as a binary Worthless Slop/Bubble vs World Changing Next Industrial Revolution argument. I am saying that it doesn't have to be one or the other, and that near term bubble and long term success are compatible.
Thus a large part of my concern with current AI data center efforts ... I think that the timeline means they're fairly likely to come on line at exactly the wrong part of that curve.
I don't think Starship will have the kind of launch rate needed anything like as soon as Musk hopes, and I think it's pretty likely the current AI market situation will shake out before that (one way or another, whether that's a huge bubble burst or Google winning definitively or...) so orbital data centers won't be able to contribute meaningfully to how that's resolved.
That doesn't mean that orbital data centers might not make sense in the long term, but trying it now seems super questionable.

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