“…the US AI companies remind me a lot of 1970s era Detroit with the Chinese companies today playing the role of Toyota, Honda and so on. At least Detroit had mostly depreciated the majority of its factories and the like and wasn’t in the middle of building massive new ones.”
Not clear to me what this implies for the viability of space data centers.
I agree that Elon wants to see more competition in the industry, and it’s time for the other companies to step up. A prevailing theme of Smallsat this week was the seeming dearth of launch opportunities. If I get my new venture off the ground, it will be a personal concern to me as well.
We’re driving up to Salt Lake City for the Smallsat Conference. Staying in Mesquite, NV tonight, then Park City for the first half of the week. I’ll have laptop, but not sure how much posting I’ll be doing. Comments are open.
The president has issued a memorandum. I’m skimming it right now, but new policy was definitely needed with the upcoming planned cadence of launch, landing, and entry.