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SpaceX Market Sizes Are Replatforming – AI and Space Are Replatforming Telecom, IT and Business

In order to understand the addressable market case for many of the AI and space markets you must understand replatforming. Replatforming is when a fundamentally better technology platform displaces or layers on top of the old infrastructure and business models. It wins because it offers lower costs, vastly better scalability, broader accessibility, and new capabilities ... Read more
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XAI Building Money Printing AI Data Centers Faster and Cheaper While Others Are Canceled or Delayed

XAI AI data center economics are even better when you can start a project and finish it in 12 months and get it rented and paid off while competitors are still building. An active AI Gigawatt of data center in the hand is worth $20 billion per year while an under construction Gigawatt data center ... Read more
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Mars-Venus-Phobos and Deimos Manned Flyby Mission Starting 2034

2034 Earth–Venus–Mars opportunity looks promising. 10–15 on-orbit refueling operations may be needed to make a crewed ship full. (A version 4 Starship could refuel with five tanker launches. Most refueling can be done at an altitude of 180–200 km, made possible by Starship’s size. The final refueling may be performed at a higher altitude of ... Read more
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XAI $15 Billion Per Year AI Rental to Anthropic Details

Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ... Read more
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Sodium Ion Batteries Can Reach 100 Gigawatt Per Hour Per Year Scale in 2027

CATL will invest 5 billion yuan ($735 million) to significantly expand its sodium battery capacity by an added 40 GWh per year. According to a public document released on Thursday by environmental authorities in Ningde, Fujian province — CATL’s headquarters city — the expansion project will add 40 GWh of annual production capacity for sodium-ion ... Read more
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