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orbital data centers

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Feb 25, 2026 by Shayle Kann · across every show →

Everything said about orbital data centers, oldest first

Feb 25, 2026 bearish
Prediction Open · timeframe Feb 2031
Kann rejects Musk's claim that orbital data centers will be cheapest soon
“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.”
Shayle Kann Feb 25, 2026 ▶ 24:20 Volts crossover: Six big energy questions
Mar 12, 2026 negative
Assertion Not checkable as stated
Elder: A 4-square-kilometer orbital data center would sustain hourly debris strikes
“If you scale that up to a single floating thing that's four kilometers, four square kilometers large, you can basically expect to have a piece of space debris hitting that you know, data center every hour.”
Jake Elder Mar 12, 2026 ▶ 32:26 AI scaling pathways: on grid, on edge, off grid, off planet
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