“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 this game early on.”
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More from Will Marshall
PredictionOpen · timeframe Jun 2029
Marshall: Starship will drastically lower space launch costs in 2-3 years
“On the current trajectory with Starship in particular, I would expect it, the launch costs come down there in two to three years.”
Will MarshallJun 6, 2026▶ 15:59The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Disclosure
Planet Labs launched NVIDIA GPUs in space and is testing Google TPUs
“So we're partnering, ah, with Google to launch some of their TPUs into space. We've already launched NVIDIA's, ah, some of NVIDIA's GPUs into space. We're launching Google's TPUs into space on an early test.”
Will MarshallJun 6, 2026▶ 17:19The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Insight
Marshall: Current LLMs are blind to real-world physical data
“I like to say, like, all the cool stuff that we're doing on the, with LLMs now, is really based on just the text of the internet being absorbed into these models, which is incredibly powerful already, but they don't know shit about the real world. I call them …”
Will MarshallJun 6, 2026▶ 31:22The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
AssertionContradicted
Marshall: Rocket launch costs dropped 4x to 5x over 10 years
“Rocket costs have come down about four or five X over the last 10 years, which has helped tremendously.”
Will MarshallJun 6, 2026▶ 12:28The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
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