Space Compute

topic on 3 shows · 3 statements across 3 episodes

Catalyst All-In 20VC

3 statements about Space Compute, every show

CATALYST Prediction Open · timeframe Dec 2030
Janous: Terrestrial data centers will remain the vast majority through 2030
“I just look at the pie of total data centers by 20 30 and pick your date in the future. I'm a big believer of terrestrial data centers are still going to be, like, the vast majority of the way we build data centers. Like, I just don't, I'm not sure how much it…”
Brian Janous Sep 3, 2026 ▶ 37:16 What comes after the data center backlash?
20VC Prediction Held up
Chernin: Space-based compute infrastructure will eventually become a reality
“So many smart people are trying to solve this task and bring compute to the space that why wouldn't I believe it will happen?”
Roman Chernin Jun 8, 2026 ▶ 1:04:06 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
ALL-IN Prediction Open · timeframe Jun 2036
Marshall: Most compute will move to space within 10 years
“I think no question within 10 years, most compute will be putting in space, which, to give you a sense, is a lot of money, like trillions, and will be bigger than any of the other space businesses today, comms, earth imaging, this is why we're getting into thi…”
Will Marshall Jun 6, 2026 ▶ 17:36 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

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