SpaceX has acquired XAI. Eventually, if we're gonna have a lot more compute, eventually, we're gonna need a lot more power. Where is there a lot of available power? Up in orbit where there's quite a lot of sunlight. We're gonna build XAI's AI feature in space via our SpaceX.

But the idea, as far as we can suss it out thus far, is that eventually, if we're gonna have a lot more compute, eventually, we're gonna need a lot more power.

2:09 / 2:59

Alex, give us the quick facts here as you see them in the letter. Yeah. Well, there's been a lot of news discussing that Elon's companies might merge ahead of the eventual IPO of SpaceX. So the news is that SpaceX has acquired XAI. We're still sorting out the exact financials of the deal, Jason. But the idea, as far as we can suss it out thus far, is that eventually, if we're gonna have a lot more compute, eventually, we're gonna need a lot more power. Where is there a lot of available power? Up in orbit where there's quite a lot of sunlight. Put all that together. SpaceX can send more mass up to orbit. We can build more data centers up there. XAI needs compute. So we're gonna build XAI's AI feature in space via our geofence SpaceX. I think that's the summary. And there were some specific numbers that, I guess, Elon put in his letter. Maybe we could pull that up and just read that since that will give it directly from the horse's mouth. Here is the letter from Elon over on the SpaceX website.

Why this clip

Breaking news delivery with a contrarian premise that challenges conventional data center thinking. The concept of building AI infrastructure in space is provocative and newsworthy, perfectly positioned as episode opener with strong business mechanics explanation.

2:09 - 2:5950sBold/Contrarian

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What they said next

Elon is saying, hey. I'm gonna take a three year view, and I'm gonna build for not '26, '27, but for '28. This is a level of ambition that I don't think we've ever seen in the history of humanity.

8:23 - 28s · Bold/Contrarian

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