OM DENNE EPISODE
IPO price. $135
Retail. Process.
- Allocation. Confirmation
Gavin Baker on 4th largest cloud ahead of Oracle.
- Jensen likes to give GPu’s to people that can use them
Brad Gerstner on how “smart” people lose money. Price target lower by $20. 🤣
Antonio Gracias on SpaceX. $70b stake. Owned by firm. But he’ll hold.
- What is the Kardashev scale
- Why use Chop Sticks. Less weight for legs.
- Need massive and FAST reusability. Like an Airplane. Seems obvious.
- Heaviest, largest flying object. V3 is 2x Saturn 5. V4 5x thrust of Saturn.
- Expect it to be flying hourly. Like a plane.
- Local production of “heavy mass objects” on moon.
- In short need to “mine”. Though he didn’t say that.
- Will launch satellites into orbit from moon. Near zero cost to launch.
Gavin Baker interviewing Bret Johnson CFO of SpaceX
- Lowest cost by kg to space and 10x improvement with Starship.
- The core of the company is launch capability.
- Holy grail is rocket reusability.
- Logical extension. Dat center in space
- No regulatory
- 5x more efficient energy.
- Free cooling.
- No land to buy or lease.
- Kind of doing it already with StarLink Satellite.
- Wingspan 100 yards
1 | Regulatory / Land / Siting | Avoids NIMBY issues and land leases. No “data center in my backyard” problems.
2 | Power / Energy | ~5x+ more energy per solar cell in space (no atmosphere/clouds). Cheaper cells possible (no glass needed in vacuum). Continuous power in proper orbit.
3 | Cooling | Radiative cooling in space is simple and passive (extends Starlink tech). Much easier/cheaper than complex liquid cooling and plumbing on Earth.
4 | Cost Trajectory | Space costs trend down over time (silicon + manufacturing scale/Moore’s Law). Terrestrial data center costs trend up (power, cooling, land, regulatory
Here is some perspective on launch capacity and payload of Starship.
