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Joined 3 years ago
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Cake day: August 24th, 2023

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  • Well, they brought Intel on for the Terrafab so depending on how involved they are, the knowledge they need is there. SpaceX and Tesla know how to build big vertically integrated factories as well, so the combo could work.

    The satellites very well could be cheaper given land costs, power issues, water issue, cooling issues, NIMBY issues etc etc. They already mass produce satellites cheaply, and these satellites are more simple than starlinks other than they have a lot more solar panels and a bigger radiator.

    The issues with the satellites being successful completely hinges on starship succeeding and being rapidly reusable. If they cant get to that point, then the satellites will cost too much to launch.

    The 5 year GPU obsolescence isnt an issue, they’re only going to have a 5ish year lifespan anyway before deorbiting.

    If starship works, the data center dishes will work, but just because they work, doesnt mean there’s enough people out there to use the AI inference compute they want to launch. I think thats where its going to fail. Not enough people want to use the pricey AI, and these crazy valuations assume people will. Its the same problem at all the AI companies.

    All that being said, the IPO was still crazy overpriced.







  • I got a mini dish for emergencies as I live in an area where natural disasters can occur.

    My plan was to just keep it around just in case in a paused state and on occasional trips, or in case of emergencies id have it.

    Then they stopped letting you pause it and charged $7.50 CAD/m to keep it in standby, but it came with unlimited low speed, but enough to do emails or browse websites. Kinda shitty but okay, having data always working wasnt terrible for the $7.50, and could even toss it in car for road trips where there’s bad internet for music streaming.

    Then a couple weeks ago, they emailed saying its going to $15/m and it would no longer work while in motion.

    Fuck that. I canceled.

    Its definitely to juice the IPO revenue numbers.

    Edit: oh, and the free pausing, to paid standby to the price increase on standby was all in under a year.