compute

“The history of compute is one in which we expand compute dramatically while keeping overall energy consumption basically flat. Like, that's been true for a couple decades.”

“The reality is that the energy, total embedded energy cost in compute is small compared to the capex of the, of everything else, but mostly the chips.”

“Because I think that orbital data, I mean, Elon says he thinks that they will be the cheapest way to get new compute in, like, three to five years. I do not think that is possible. Not in that time period.”