> capacity of a single datacenter would require thousands of launches to get the equipment into space
But that equipment starts generating compute as soon as it’s up. This dramatically increases the capital efficiency of the venture. (Though space launch is still ultimately capital intense. Lower rates go, the more attractive it becomes.)
> Cooling and bandwidth are also completely unsolved
Quite wrong. (Though I was surprised by this, too.) ISS-style radiators (14 kg/kW) require Starship’s most optimistic launch cadences to make economic. But sub 10 kg/kw, which is closer to ISS heritage than any of the newer stuff, lets $100/kg to LEO work under most circumstances. Drop it to 6 kg/kW and even Falcon 9 becomes viable for low costs of capital (<3%) and 4-year permitting and build times.
Bandwidth is a problem, but an engineering one. (And one Starlink is working on with laser backhaul.)
But that equipment starts generating compute as soon as it’s up. This dramatically increases the capital efficiency of the venture. (Though space launch is still ultimately capital intense. Lower rates go, the more attractive it becomes.)
> Cooling and bandwidth are also completely unsolved
Quite wrong. (Though I was surprised by this, too.) ISS-style radiators (14 kg/kW) require Starship’s most optimistic launch cadences to make economic. But sub 10 kg/kw, which is closer to ISS heritage than any of the newer stuff, lets $100/kg to LEO work under most circumstances. Drop it to 6 kg/kW and even Falcon 9 becomes viable for low costs of capital (<3%) and 4-year permitting and build times.
Bandwidth is a problem, but an engineering one. (And one Starlink is working on with laser backhaul.)