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<v Speaker 1>Latest interview of Elon Musk, like, how do you decide

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<v Speaker 1>what progress the civilization has made?

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<v Speaker 2>That's the most objective metric that any alien species, say

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<v Speaker 2>visiting us, would calibrate how much progress.

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<v Speaker 1>We've made as a civilization.

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<v Speaker 2>And one of the most objective ways to do that

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<v Speaker 2>is the amount of power that is any given civilization

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<v Speaker 2>has been able to harness. And there was a Russian

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<v Speaker 2>physicist actually I think by the name of Kadashov, who

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<v Speaker 2>thought about this, and it's I think it's a good

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<v Speaker 2>way to characterize it, which is.

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<v Speaker 1>You can have.

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<v Speaker 2>You can assess how well a civilization is harnessing the

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<v Speaker 2>power available on the planet. That's a type one, and

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<v Speaker 2>then type two would be how much of the stars

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<v Speaker 2>power are you honessing? And then type three would be

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<v Speaker 2>how much of the galaxy's power are you honessing? These

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<v Speaker 2>are very objective and measurable numbers. So right now we're

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<v Speaker 2>very low on Na Kadashev one scale, and if you say,

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<v Speaker 2>like what proportion of our planet's power are we honessing,

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<v Speaker 2>it's a very very tiny number. And basically we're harnessing

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<v Speaker 2>almost nothing of our stars power. So the sun is

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<v Speaker 2>truly an immense thing. It is it's difficult with words

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<v Speaker 2>to characterize just how immense the Sun is, but this

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<v Speaker 2>gives you sort of a sense of scale.

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<v Speaker 3>Yeah, it's a big difficulty jump going from level one

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<v Speaker 3>to level two.

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<v Speaker 1>Very big difficulty jump.

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<v Speaker 2>Yes, and level three and we don't even know how

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<v Speaker 2>to do level three really well.

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<v Speaker 1>Get yeah, yeah, exactly a. I'll figure it out. Yeah.

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<v Speaker 2>One way to appreciate the size of the Sun is

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<v Speaker 2>to think about how heavy is the Sun compared to

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<v Speaker 2>all the rest of the mass in the Solar System.

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<v Speaker 2>So the Sun is about ninety nine point eighty six

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<v Speaker 2>percent of all mass in the Solar system, it's everything,

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<v Speaker 2>and then off the remaining one zero point one four percent,

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<v Speaker 2>most of that is Jupiter, one planet, So we're.

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<v Speaker 3>A sole lightweight.

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<v Speaker 2>Yes, the entire mass of Earth is in the tiny

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<v Speaker 2>miss laneous category, where we're like, Earth is a tiny

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<v Speaker 2>dust mote compared to the Sun.

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<v Speaker 3>Well, but how much energy are we talking like coming

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<v Speaker 3>from the Sun, especially compared to what we're using here

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<v Speaker 3>on Earth.

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<v Speaker 2>It feels like, Yeah, the incident's solar energy on the

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<v Speaker 2>cross section of the Earth is roughly a half billionth

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<v Speaker 2>of the Sun's power output, and the vast majority of

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<v Speaker 2>that we cannot because you know, seventy percent of Earth

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<v Speaker 2>is water. We should technically our plan should be called

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<v Speaker 2>water because that is seventy percent water. And I think

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<v Speaker 2>an alien civilization visiting us would be like, why are

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<v Speaker 2>they're calling it Earth when it is mostly water?

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<v Speaker 3>Where the greenland's not green? Of the of the gally

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<v Speaker 3>of the solar system.

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<v Speaker 2>Yeah, a bunch of the exactly even, we're seventy percent water,

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<v Speaker 2>and then of the thirty percent best land, a bunch

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<v Speaker 2>of it is either Antarctica or you know, Siberia type

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<v Speaker 2>of thing, very northern Canada type of thing, very difficult

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<v Speaker 2>to not places people typically.

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<v Speaker 1>Want to live.

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<v Speaker 2>And you're not going to get a lot of solar

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<v Speaker 2>power at the polls. So the actual usable area of

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<v Speaker 2>land that where you can get solar power is quite small. Anyway,

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<v Speaker 2>in order to ascend the Cordship scale, in order to

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<v Speaker 2>get to any meaningful percentage of the Sun's energy harnessed,

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<v Speaker 2>you have to go to space. If you wanted to

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<v Speaker 2>get to say, a millionth of the power output of

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<v Speaker 2>the Sun, you would have to increase civilizational energy harnessed

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<v Speaker 2>by much more than a million.

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<v Speaker 1>So we currently use much less than a trillionth.

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<v Speaker 2>Of the power output of the Sun, and a trillion

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<v Speaker 2>is a million times a million. So so basically this

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<v Speaker 2>we're basically practically nowhere on the sort of the Cottagship

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<v Speaker 2>to scale, practically nowhere.

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<v Speaker 3>So in CARDISHIV scale we're all still.

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<v Speaker 2>Register We're like not, we're not even yeah, we're so

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<v Speaker 2>we're not We're not registering not even a microsol.

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<v Speaker 1>Yeah no.

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<v Speaker 2>And so to actually what microsol would be an epic,

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<v Speaker 2>epic achievement relative.

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<v Speaker 3>To where we are right now, something to aspire to.

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<v Speaker 1>Yeah, yeah, that's o gold.

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<v Speaker 2>And like this is I think both simultaneously an incredibly

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<v Speaker 2>adventurous goal relatives where we are and yet not particularly

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<v Speaker 2>adventurous as a percentage of the Sun's energy to.

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<v Speaker 1>Try to achieve.

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<v Speaker 2>Powerhunness being one million of what the Sun outputs.

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<v Speaker 1>And so to actually start a microstal that actually.

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<v Speaker 3>Start getting there though we're not just gonna throw a

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<v Speaker 3>solar raised in space try to soak up a bunch

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<v Speaker 3>of the sun. Like there has to be a need,

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<v Speaker 3>like you want to go up there and do something meaningful,

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<v Speaker 3>And obviously until this point in human history, like there

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<v Speaker 3>hasn't really been a need. What has changed to make

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<v Speaker 3>us think that like, maybe now's the time to start

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<v Speaker 3>trying to notch a percentage point or two, I mean.

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<v Speaker 2>Getting too a percent of the Sun's energy, maybe not

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<v Speaker 2>a percentity Let's go like, well, well the desci will

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<v Speaker 2>point back. So you're extremely thick ass civilization if you

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<v Speaker 2>get one percent of the Sun's energy. And I'm like, wow,

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<v Speaker 2>that civilizations be vastly more powerful in us, to say

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<v Speaker 2>the least. So in order to start to make some

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<v Speaker 2>progress on the Cottashef scale, we need to launch satellites

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<v Speaker 2>to to to orbit Earth and capture solar power. And

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<v Speaker 2>that avoids the need to build massive power plants on

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<v Speaker 2>Earth and deal with cooling because cooling is actually much

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<v Speaker 2>easier in space than it is on Earth. You can

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<v Speaker 2>just radiate to the vacuum. And and so what what

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<v Speaker 2>we're proposing here and what we intend to do, is

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<v Speaker 2>to try to claim the Cottagechef scale to be kind

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<v Speaker 2>of like a respectable civilization. So when the aliens, hopefully

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<v Speaker 2>there are aliens out there, and they maybe finally decide

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<v Speaker 2>to talk to us, you know where we have where

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<v Speaker 2>where we have some respectable amount of the Sun's energy

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<v Speaker 2>being used, that's not like totally pathetic, which is the

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<v Speaker 2>current situation.

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<v Speaker 3>And so before we start sending data centers, sending all

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<v Speaker 3>of this to space, there are some limiting factors that

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<v Speaker 3>we got to get there that would traditionally make it

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<v Speaker 3>so like this is almost as possible.

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<v Speaker 2>Yeah, what does it take to scale? Yeah? So things

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<v Speaker 2>it takes to scale are you need to have a

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<v Speaker 2>large mask to orbit capability, which is what Starship will

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<v Speaker 2>give us.

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<v Speaker 1>That large mask. So you know, you.

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<v Speaker 2>Ultimately need to send millions of tons to orbit and beyond,

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<v Speaker 2>and you need the power associated with that. So if

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<v Speaker 2>you want to put one hundred big wettes or ultimately

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<v Speaker 2>a tarwowat into space from Earth, you need you will

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<v Speaker 2>at some point need a tarowatt of solar and then

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<v Speaker 2>you're going to need a tirawot of AI chips. So

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<v Speaker 2>the three things you need a mask to orbit, a

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<v Speaker 2>lot of solar power and radiators of course, and a

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<v Speaker 2>lot of chips.

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<v Speaker 3>All right, well let's start ticking down the list. So

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<v Speaker 3>mass orbit that's where Starship comes in. We just had

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<v Speaker 3>first flight V three. It's awesome. I know you were there.

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<v Speaker 3>It was crazy to see that rocket launch and like,

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<v Speaker 3>long time coming. What's kind of what Starship's kind of

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<v Speaker 3>purpose of being, What is it going to be doing?

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<v Speaker 2>Yeah, so Starship is going to it's going to revolutionize space. Really,

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<v Speaker 2>it's the first rocket design that is capable of full

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<v Speaker 2>and rapid reusability. Now, reusability is the fundamental breakthrough that

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<v Speaker 2>is necessary to make life multiplanetary as well as to

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<v Speaker 2>ascend the Cottership scale. You simply cannot ascend the Cottership

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<v Speaker 2>scale unless you have a reusable spacecraft, and you cannot

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<v Speaker 2>extend life to the Moon, to Mars and rest the

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<v Speaker 2>Solar System without a reusable rocket.

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<v Speaker 1>The cost is simply prohibitive.

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<v Speaker 2>You can't You can't make enough rockets unless you fly,

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<v Speaker 2>unless you can refly them. Just like any other mode

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<v Speaker 2>of transport. You can imagine that if we had to

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<v Speaker 2>throw away airplanes every time we flew, flying would be

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<v Speaker 2>far too expensive and basically no one would be flying airplanes.

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<v Speaker 3>You're doing a whole lot more driving.

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<v Speaker 2>Yes, every mode of transport is reusable with that which

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<v Speaker 2>is simply not viable as a transport system. So cars, planes, boats, forces, bicycles.

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<v Speaker 1>Are all obviously reusable.

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<v Speaker 2>With rockets, it's much harder to make a rocket reusable

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<v Speaker 2>because Earth has a deep gravity well and a thick atmosphere,

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<v Speaker 2>and these make it just barely possible to achieve reusability

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<v Speaker 2>with a rocket. And there have been many prior attempts

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<v Speaker 2>to create a fully reusable rocket, and they most of

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<v Speaker 2>those attempts have been abandoned part way through because they

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<v Speaker 2>didn't think they could succeed. In order to achieve full reusability,

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<v Speaker 2>everything has got to be perfect, the engines, the structure,

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<v Speaker 2>the avionics, the choice of propellant. You've got to you've

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<v Speaker 2>got to go to extreme measures for mass optimization, which

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<v Speaker 2>is why we have the tower catch the rocket instead

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<v Speaker 2>of putting on landing.

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<v Speaker 1>Legs which are heavy. The rocket can s if we

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<v Speaker 1>be caught by the tower.

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<v Speaker 2>And we haven't achieved full reusability yet, but we do

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<v Speaker 2>expect to achieve that hopefully later this year with Starship.

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<v Speaker 1>And then you've got to achieve full reusability. They've also

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<v Speaker 1>if you got to go step.

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<v Speaker 2>Beyond that, which is make it rapidly reuseable, such that

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<v Speaker 2>the rocket lands, gets caught by the tower, is put

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<v Speaker 2>back on the launch stand and can be flown again

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<v Speaker 2>without any refurbishment or laborious.

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<v Speaker 1>Inspection like an aircraft. Yeah, this is incredibly difficult.

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<v Speaker 2>This is the first time that there's ever been a

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<v Speaker 2>rocket where that is possible.

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<v Speaker 1>That's what makes starships so profound.

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<v Speaker 2>It also happen is to be the largest flying object

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<v Speaker 2>ever made, the heaviest playing object ever made, the most

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<v Speaker 2>powerful moving object of any kind. Starship V three is

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<v Speaker 2>more than double the thrust of it the Saturn five

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<v Speaker 2>Moon rocket. By version four will be pretty much three

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<v Speaker 2>times the thrust of a Saturn five Moon rocket, and

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<v Speaker 2>we expect this, We expect Starship to be flying more

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<v Speaker 2>than once per hour down the road.

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<v Speaker 3>One of the fun facts from flight twelve that was

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<v Speaker 3>actually the heaviest payload SpaceX has ever flown, and that's

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<v Speaker 3>still just a fraction of what V three can do.

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<v Speaker 3>So yes, I mean once we're flying massive amounts really rapidly.

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<v Speaker 3>I mean we already fly the majority of payload to

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<v Speaker 3>space with Falcon Do people even really understand what mass

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<v Speaker 3>or of it becomes one starship is flying.

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<v Speaker 2>It's many orders ninety two greater than and what is

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<v Speaker 2>the case today. So even with Falcon nine, Falcon Heavy,

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<v Speaker 2>SpaceX levers almost ninety percent of all Earth mass to orbit.

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<v Speaker 2>I think between eighty five ninety percent right now, and

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<v Speaker 2>then most of the remaining mass I think is launched

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<v Speaker 2>by China, and then the rest of the world, including

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<v Speaker 2>the rest of the US, is the remaining I don't know,

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<v Speaker 2>five to seven percent. Now with with Starship, we'll be

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<v Speaker 2>aiming to go from somewhere around twenty five hundred tons

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<v Speaker 2>a year to orbit to millions of tons per year

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<v Speaker 2>to orbit, and to do so at a pretty short

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<v Speaker 2>period of time. So we think probably we can get

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<v Speaker 2>to a million tons to RBOT per year in about

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<v Speaker 2>three years thereabouts Starship.

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<v Speaker 3>Starship is going to take care of the master or

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<v Speaker 3>a bit limiting factor, yes, and then power generation, So

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<v Speaker 3>first and A and maybe you can help people probably

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<v Speaker 3>struggle to visualize a little bit when you say, like

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<v Speaker 3>data center in space, Like we're not going to slap

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<v Speaker 3>engines on a building and fly it up there, Like

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<v Speaker 3>these actually look like pretty different and so kind of

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<v Speaker 3>walk through how you take something that's in a giant

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<v Speaker 3>building on the ground and turn it into something that's

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<v Speaker 3>functional in space.

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<v Speaker 1>Yeah, I think it's it's pretty interesting.

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<v Speaker 4>A lot of people don't actually know what the inside

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<v Speaker 4>of a data center.

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<v Speaker 2>Even looks like, right, and it's a mythical place where

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<v Speaker 2>the Internet's in the cloud.

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<v Speaker 4>Or yeah, some people in vision wire, some people in

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<v Speaker 4>vision boxes. But like, effectually it comes down to a

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<v Speaker 4>set number of chips and the things that we need

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<v Speaker 4>to launch into space are actually quite small when we

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<v Speaker 4>look at it. The more challenging part is figuring out

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<v Speaker 4>how to get how do you get the power for it?

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<v Speaker 4>And that's where a lot of what we've worked on

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<v Speaker 4>for existing like star wink technology, the solar rays are

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<v Speaker 4>what we want to utilize that expertise to to be

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<v Speaker 4>able to build a satellite that can actually launch the

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<v Speaker 4>critical components of the data center into space itself. We

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<v Speaker 4>like to look at this and say, like what is

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<v Speaker 4>what is the actual engineering problem here? And and it's

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<v Speaker 4>it's really a combination of delivering power and then taking

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<v Speaker 4>the waste heat and energy away and sending it into

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<v Speaker 4>the vacuum of space. As you mentioned, Yeah, uh, Now,

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<v Speaker 4>the the AI satellite is actually much simpler than a

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<v Speaker 4>starling satellite. It's a stalling satellite, has has gigantic phase

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<v Speaker 4>ray antennas. Uh, it's got uh you know, parabolic antennas.

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<v Speaker 4>It's got uh, you know a lot of laser links.

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<v Speaker 4>It's a it's it's much more complicated than an AI satellite,

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<v Speaker 4>and AI satellite is essentially a lot of solar cells,

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<v Speaker 4>a radiator, and you still need some laser links, but

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<v Speaker 4>you don't have of the super complex antennas.

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<v Speaker 1>That you have on a stalling satellite.

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<v Speaker 2>So I mean, given the two, the easier one to

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<v Speaker 2>design for is the the AI satellite.

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<v Speaker 1>Yeah, it's just a little bit bigger. It's bigger.

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<v Speaker 3>Just makes stuff bigger.

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<v Speaker 1>Yeah.

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<v Speaker 3>I was like, so we've got this is our AI

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<v Speaker 3>one if you guys want to.

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<v Speaker 1>Walk us through. Yeah.

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<v Speaker 4>So the first thing that we're really looking at here

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<v Speaker 4>is like, first, you've got to make something compelling, right,

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<v Speaker 4>And we thought that the right place to start is

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<v Speaker 4>around one hundred and fifty.

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<v Speaker 1>Kilowatt like peak power level.

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<v Speaker 4>But as we look at the workloads with our experience

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<v Speaker 4>with XAI, we get to actually see that we can

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<v Speaker 4>also support about one hundred and twenty kilowats of average compute.

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<v Speaker 1>There's a difference. What we're showing here is kind of

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<v Speaker 1>a draft version of the.

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<v Speaker 2>Version one of the of the SpaceX AI satellite AI one,

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<v Speaker 2>I guess you could call it, and seems like a

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<v Speaker 2>reasonable place to start is undred and fifty kilowatts peak

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<v Speaker 2>power one hundred and twenty kilowatt sustained power. And to

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<v Speaker 2>give you a sense of what does that actually look

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<v Speaker 2>like in terms of the size of the.

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<v Speaker 1>Radiator size of the solar panels, the assumptions.

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<v Speaker 2>Here are two hundred and fifty what's per square meter

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<v Speaker 2>for the solar array and about fourteen hundred what's per

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<v Speaker 2>square meter for the radiators. So the radiators, these are

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<v Speaker 2>double side radiators, are radiating both sides, they're oriented knife

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<v Speaker 2>edge to the Sun, and it's fourteen hundred washpos square

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<v Speaker 2>meter is a very achievable goal. Over time, we think

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<v Speaker 2>we can probably do above chatter fifty washed post square

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<v Speaker 2>meter and above fourteen hundred what's per square meter for

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<v Speaker 2>the solar panels radiators, respectively.

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<v Speaker 1>But this gives you like a this is pretty much

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<v Speaker 1>what the satellite's going to look like. Yeah, it's a lot.

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<v Speaker 2>Of solar panels, radiator, and then everything else is pretty small.

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<v Speaker 1>Like embarrassy.

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<v Speaker 4>And these are like evolutions of things that we have

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<v Speaker 4>actually already launched in our Starlink constellation to date. Yeah,

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00:17:03.879 --> 00:17:05.880
<v Speaker 4>that's that's really I think the cool part to me

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00:17:06.000 --> 00:17:09.319
<v Speaker 4>is that we're looking at solar technology that we already

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<v Speaker 4>are going to use on the V three Starlink vehicle.

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<v Speaker 4>So I'm like really excited to then just take those

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<v Speaker 4>and make it bigger.

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<v Speaker 1>Yeah. Part of what we want to convey here is

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<v Speaker 1>that there's not some.

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00:17:24.119 --> 00:17:28.359
<v Speaker 2>Magic that's necessary that doesn't exist for the AI satellites.

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00:17:29.519 --> 00:17:31.000
<v Speaker 2>As I had said, this is a lot of this

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<v Speaker 2>is technology we've already made for the Starlink B three satellites.

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<v Speaker 2>So it's basically, don't think this is a super hard

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<v Speaker 2>problem compared to things we already do.

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<v Speaker 1>They would also be probably something on the.

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<v Speaker 2>Order of a twer bit of connectivity of laser link connectivity.

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<v Speaker 1>From the on the satellite.

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<v Speaker 2>One hundred and fifty killawak peak power level is roughly

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<v Speaker 2>matches Le's ay.

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<v Speaker 1>An Nvidio GV three hundred rack would do, so a.

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<v Speaker 2>GB three hundred with seventy two GPUs it's peak power

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<v Speaker 2>I think is around one hundred and forty kilowatts, but

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<v Speaker 2>it's rarely it's it's almost impossible to get it to

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00:18:11.079 --> 00:18:15.519
<v Speaker 2>be at that pep power. A more reasonable operating envelope

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00:18:15.559 --> 00:18:18.279
<v Speaker 2>would be around one hundred and twenty twenty kilos average power,

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00:18:19.480 --> 00:18:21.839
<v Speaker 2>but it can peak up to one hundred and fifty.

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00:18:21.920 --> 00:18:25.480
<v Speaker 2>So that's it's basically thinking about as a rack of

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<v Speaker 2>compute in space. And then you can connect these these

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<v Speaker 2>racks of compute to either each other by the laser

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00:18:34.160 --> 00:18:38.720
<v Speaker 2>links or directly to the stalling constellations. So you can

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00:18:38.759 --> 00:18:42.640
<v Speaker 2>close the link with the stalling constellation, and then Stalling

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<v Speaker 2>can then send that data to the ground using the

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<v Speaker 2>existing KA and KU antennas on the on the vehicle,

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<v Speaker 2>it also has laser links to the ground as well, so.

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<v Speaker 1>And this would not be out of particularly highlight and

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<v Speaker 1>see it.

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<v Speaker 2>You know, we're talking about you know, maybe being around

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<v Speaker 2>six to eight hundred kilometers above the Earth, and light

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<v Speaker 2>travels three hundred kilometers per millisecond, so that's it's about, you.

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<v Speaker 1>Know, three milliseconds away. It's not not very far.

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<v Speaker 3>Won't worry about that too much though somethings.

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<v Speaker 2>I think it's gonna be some like high late and

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00:19:25.039 --> 00:19:27.640
<v Speaker 2>sy them like, yeah, no, speed of light.

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00:19:27.599 --> 00:19:31.759
<v Speaker 1>Moves pretty fast, moves pretty fast. It's all one. Yeah.

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00:19:31.920 --> 00:19:34.480
<v Speaker 4>I think The cool thing also is the the radiators

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<v Speaker 4>themselves are about the same size as the existing solar

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00:19:38.279 --> 00:19:39.720
<v Speaker 4>race for a V three vehicle.

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<v Speaker 1>Kind of kind of in that that realm where we're

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<v Speaker 1>flying today.

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<v Speaker 3>Yeah, So I mean they got they got about a

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<v Speaker 3>seventy meter wingspan. So these are fairly large, and we're

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<v Speaker 3>talking about building a lot of them and putting them

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<v Speaker 3>up there. But you like to say like spaces in

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<v Speaker 3>the name, Like there's there's a lot of space up there.

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00:19:58.759 --> 00:20:02.960
<v Speaker 3>And so even when you're talking thousands or even you know,

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00:20:03.039 --> 00:20:05.799
<v Speaker 3>up to a million satellites, you got plenty of room

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00:20:05.839 --> 00:20:06.759
<v Speaker 3>to move around up there.

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<v Speaker 2>Yeah, space is really big, So it's like it's not

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<v Speaker 2>like space is going to get crowded.

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00:20:13.160 --> 00:20:14.559
<v Speaker 1>Space is enormous.

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<v Speaker 2>Like if you're zoom in close to the satellite, looks big,

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<v Speaker 2>but if you actually look at it relatively relative to

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00:20:20.240 --> 00:20:22.359
<v Speaker 2>the Earth, the satellites are so tiny you can you

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<v Speaker 2>can't even see them.

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<v Speaker 1>So they're very very tiny compared to Earth.

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<v Speaker 3>And I mean, we have ten about ten thousand starlinks

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<v Speaker 3>in orbit right now. We've got a pretty good idea

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00:20:36.279 --> 00:20:39.960
<v Speaker 3>of how to operate just really large constellations and do

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<v Speaker 3>it safely.

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<v Speaker 4>Now right we are the only operator that has any

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<v Speaker 4>experience of that scale. It's it's a great thing that

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00:20:48.160 --> 00:20:49.839
<v Speaker 4>you know we have this background, so we know how

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<v Speaker 4>tightly we can pack the satellites and inside them safely.

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<v Speaker 4>That's that's a number one goal when we look at

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<v Speaker 4>the constellation.

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<v Speaker 3>We're going to be building a lot of satellites, and

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<v Speaker 3>we're gonna be building here in Bastra, right, so we've

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<v Speaker 3>we've got this, which so we're in the building kind

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<v Speaker 3>of in the middle, which we're sitting in that building

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<v Speaker 3>right now. This is my first time here. The building

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<v Speaker 3>is massive, Like you come around the corner, you see

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00:21:14.759 --> 00:21:17.119
<v Speaker 3>it through the trees and you're like, oh wow, but

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<v Speaker 3>we're about to kind of put this building to shame,

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<v Speaker 3>aren't we.

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00:21:21.440 --> 00:21:25.720
<v Speaker 2>Yes, we're gonna. In fact, we're already have the solar

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00:21:25.839 --> 00:21:32.599
<v Speaker 2>manufacturing facility. It's under construction already, and and then we

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<v Speaker 2>will be building out the a SAT production building soon.

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<v Speaker 2>And yeah, so we expect to have the the ASAT production,

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<v Speaker 2>the solo production, and all of that operating at some

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<v Speaker 2>reasonable volume by the end of next year.

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00:21:51.240 --> 00:21:54.599
<v Speaker 3>So if anybody wants to work on AI satellite, this

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<v Speaker 3>is kind of going to become the hub of that.

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00:21:56.920 --> 00:21:58.759
<v Speaker 3>We're also so I mean, like right behind us, the

386
00:21:58.799 --> 00:22:01.839
<v Speaker 3>machines are humming and we're still making all of our

387
00:22:01.920 --> 00:22:06.079
<v Speaker 3>user terminals for starlink here, that's not going anywhere. In fact,

388
00:22:06.119 --> 00:22:10.039
<v Speaker 3>we're turning on new production lines for new units right Yes.

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00:22:10.839 --> 00:22:14.680
<v Speaker 2>In fact, these are the new stalling terminals, which we

390
00:22:14.839 --> 00:22:19.480
<v Speaker 2>made in much high volume than the current terminals, and

391
00:22:19.640 --> 00:22:22.319
<v Speaker 2>ultimately we think there's probably going to be a few one.

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00:22:22.279 --> 00:22:24.200
<v Speaker 1>Hundred million stalling terminals out there.

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00:22:24.640 --> 00:22:29.599
<v Speaker 2>And then the stalling direct to sell constellation will connect

394
00:22:29.640 --> 00:22:33.759
<v Speaker 2>directed to people's cell phones and enable high vanterwith communication

395
00:22:33.880 --> 00:22:35.519
<v Speaker 2>directly from your phone to space.

396
00:22:35.720 --> 00:22:39.720
<v Speaker 3>All right, we're two limiting factors down. We've got master orbit,

397
00:22:40.359 --> 00:22:43.839
<v Speaker 3>got putting solar, and a few third ones chips.

398
00:22:44.359 --> 00:22:48.960
<v Speaker 2>Yes, so at least in the beginning, we can obviously

399
00:22:49.000 --> 00:22:53.720
<v Speaker 2>launch the chips that are already being made. So our

400
00:22:53.759 --> 00:22:59.440
<v Speaker 2>current reference design is for in Vidio Reuben chips or

401
00:22:59.640 --> 00:23:02.880
<v Speaker 2>could be either GB three hundred or or Ruben schiffs,

402
00:23:04.720 --> 00:23:09.519
<v Speaker 2>and we'll also have a reference design for TPUs and

403
00:23:09.640 --> 00:23:12.720
<v Speaker 2>essentially you can put up put any any existing shifts

404
00:23:12.720 --> 00:23:19.559
<v Speaker 2>into into orbit. But the current industry seems to be

405
00:23:21.079 --> 00:23:24.880
<v Speaker 2>it seems like it's gonna I don't get to maybe

406
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<v Speaker 2>around one hundred.

407
00:23:25.799 --> 00:23:29.240
<v Speaker 1>Gigawatts a year of AI computed but.

408
00:23:31.119 --> 00:23:32.960
<v Speaker 2>That doesn't answer the question of well, how do you

409
00:23:32.960 --> 00:23:34.200
<v Speaker 2>get to a tarrawatt.

410
00:23:34.559 --> 00:23:40.880
<v Speaker 1>That's why you need the terrafab always looking a step bigger. Yeah, yeah, in.

411
00:23:40.839 --> 00:23:43.880
<v Speaker 2>Order to get to the next order of magnitude, you

412
00:23:44.000 --> 00:23:47.720
<v Speaker 2>need a gigantic shift factory to give you a sense

413
00:23:47.720 --> 00:23:51.799
<v Speaker 2>of scale here, we expect that the terrafab is going

414
00:23:51.799 --> 00:23:56.160
<v Speaker 2>to be around one hundred million square feet, which is

415
00:23:57.119 --> 00:24:01.359
<v Speaker 2>ten times the size of the a Tela gig factory Texas.

416
00:24:02.799 --> 00:24:06.000
<v Speaker 3>And what aside from just you know, I'm going to

417
00:24:06.039 --> 00:24:08.440
<v Speaker 3>need starship point to point to get from one end

418
00:24:08.519 --> 00:24:11.519
<v Speaker 3>to the other. Aside from just the size, what's going

419
00:24:11.599 --> 00:24:15.319
<v Speaker 3>to make this unique different from any other chip building

420
00:24:15.359 --> 00:24:16.519
<v Speaker 3>operation on the planet.

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00:24:16.880 --> 00:24:18.720
<v Speaker 2>Well, I think over time there's going to be a

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00:24:18.759 --> 00:24:22.440
<v Speaker 2>lot of technology evolution with the Terrorfab, but fundamentally it's

423
00:24:22.480 --> 00:24:24.160
<v Speaker 2>about scale. So even if there.

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00:24:24.039 --> 00:24:24.359
<v Speaker 1>Were no.

425
00:24:26.599 --> 00:24:31.319
<v Speaker 2>Fundamental technology breakthroughs, yes, and you simply you could simply

426
00:24:31.359 --> 00:24:38.319
<v Speaker 2>scale the existing chip making technology with a lot of difficulty.

427
00:24:38.519 --> 00:24:40.720
<v Speaker 1>To a terror watt of chip out per year.

428
00:24:41.880 --> 00:24:43.960
<v Speaker 2>That's if you look at it just from the logic

429
00:24:44.000 --> 00:24:48.680
<v Speaker 2>die standpoint, that's that's equivalent. That's like having a billion

430
00:24:49.359 --> 00:24:52.839
<v Speaker 2>chips per year with a kilowatt per radical, So so

431
00:24:53.240 --> 00:24:57.960
<v Speaker 2>a billion full radical equivalent chips each doing a kilowatt,

432
00:24:58.400 --> 00:24:59.839
<v Speaker 2>and then you're going to need a lot of memory

433
00:25:00.440 --> 00:25:01.240
<v Speaker 2>to go with that.

434
00:25:01.799 --> 00:25:04.960
<v Speaker 3>A lot of people today even saying orbital data centers

435
00:25:04.960 --> 00:25:06.119
<v Speaker 3>were like a decade away.

436
00:25:07.119 --> 00:25:07.799
<v Speaker 1>Yeah, I think we.

437
00:25:07.839 --> 00:25:11.119
<v Speaker 2>Want to try to give people a sense of the

438
00:25:11.160 --> 00:25:15.559
<v Speaker 2>timeframe we at least the timeframe we're aiming for. I mean,

439
00:25:15.640 --> 00:25:17.720
<v Speaker 2>you know, people should take this with a grain of

440
00:25:17.759 --> 00:25:20.559
<v Speaker 2>sult to undergrade, because this is this is just our

441
00:25:20.559 --> 00:25:22.319
<v Speaker 2>best guess. So this is not a this is not

442
00:25:22.359 --> 00:25:25.599
<v Speaker 2>a promisable we'll do. This is what we what we

443
00:25:25.640 --> 00:25:28.039
<v Speaker 2>are going to try to do and think we probably

444
00:25:28.119 --> 00:25:33.640
<v Speaker 2>can do, which is to get to roughly an annualized

445
00:25:33.720 --> 00:25:35.640
<v Speaker 2>rate of a gigawat per year by the end of

446
00:25:35.720 --> 00:25:40.119
<v Speaker 2>next year in terms of space AI compute, and then

447
00:25:40.759 --> 00:25:44.599
<v Speaker 2>aspirationally scale that by an order of magnitude per year,

448
00:25:45.400 --> 00:25:47.559
<v Speaker 2>so in two and a half years, hitting an annualized

449
00:25:47.640 --> 00:25:49.960
<v Speaker 2>rate of ten giga watts a year to space and

450
00:25:50.039 --> 00:25:53.400
<v Speaker 2>two and a half years, maybe one hundred gigawatts. And

451
00:25:53.440 --> 00:25:57.599
<v Speaker 2>then depending upon or progress there is in chip making

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00:25:58.359 --> 00:25:59.480
<v Speaker 2>in the rest of the world.

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<v Speaker 1>And with the terriff A going beyond that to scale

454
00:26:02.799 --> 00:26:04.279
<v Speaker 1>to a terror work.

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00:26:04.119 --> 00:26:07.279
<v Speaker 2>Per year, which is a thousand gable watts, which is

456
00:26:07.319 --> 00:26:10.559
<v Speaker 2>that's wic the current electricity consumption of the United States.

457
00:26:11.079 --> 00:26:12.759
<v Speaker 1>I think there will be appetite for that. But we'll

458
00:26:12.759 --> 00:26:15.839
<v Speaker 1>see there's a lot of satellites.

459
00:26:16.400 --> 00:26:18.119
<v Speaker 2>I don't know what it's going to think about, but uh,

460
00:26:19.440 --> 00:26:20.880
<v Speaker 2>maybe do a lot of simulations or something.

461
00:26:20.960 --> 00:26:22.119
<v Speaker 1>Yeah.

462
00:26:22.200 --> 00:26:27.000
<v Speaker 3>So after we've you know, working through all the limiting factors,

463
00:26:27.039 --> 00:26:29.680
<v Speaker 3>we've kind of topped out what we can do on Earth,

464
00:26:30.359 --> 00:26:31.680
<v Speaker 3>what is the next step?

465
00:26:32.079 --> 00:26:32.279
<v Speaker 1>Two?

466
00:26:33.440 --> 00:26:37.559
<v Speaker 3>Again try and actually notch maybe some percentage points towards

467
00:26:37.640 --> 00:26:39.480
<v Speaker 3>becoming Kardashev level two?

468
00:26:40.119 --> 00:26:44.000
<v Speaker 2>Why stop there? Why I think small here? Because a

469
00:26:44.079 --> 00:26:47.839
<v Speaker 2>terror what actually is that's not things small? So there

470
00:26:47.920 --> 00:26:52.240
<v Speaker 2>is in order to get to another three ors nine

471
00:26:52.319 --> 00:26:55.799
<v Speaker 2>two two thousand x from a terror work per year.

472
00:26:56.599 --> 00:26:59.680
<v Speaker 2>The only way that we can really see that you

473
00:26:59.720 --> 00:27:03.000
<v Speaker 2>can achieved that is on the Moon with a mass

474
00:27:03.079 --> 00:27:08.720
<v Speaker 2>driver essentially where you do local production of photobole takes

475
00:27:08.839 --> 00:27:12.839
<v Speaker 2>and so and radiators on the moon. Maybe you bring

476
00:27:12.839 --> 00:27:16.680
<v Speaker 2>the chips from Earth, or you could conceivably make the

477
00:27:16.720 --> 00:27:20.880
<v Speaker 2>chips on the moon, and but you need most of

478
00:27:20.880 --> 00:27:23.160
<v Speaker 2>the mass to be made on the Moon, so you

479
00:27:23.160 --> 00:27:25.119
<v Speaker 2>don't have to transport it to the Moon from Earth.

480
00:27:25.759 --> 00:27:28.960
<v Speaker 2>And and then because the Moon has no atmosphere and

481
00:27:29.079 --> 00:27:32.880
<v Speaker 2>only one sixth Earth's gravity, you can get you can

482
00:27:32.920 --> 00:27:36.759
<v Speaker 2>accelerate the AI satellites into deep space without a rocket,

483
00:27:37.160 --> 00:27:41.079
<v Speaker 2>so you can basically shoot them into space using an

484
00:27:41.119 --> 00:27:44.680
<v Speaker 2>electromagnetic gun like a like a rail gun type. I

485
00:27:44.680 --> 00:27:48.240
<v Speaker 2>mean just it's basically linear electric motor as the way

486
00:27:48.240 --> 00:27:48.839
<v Speaker 2>to think about it.

487
00:27:49.160 --> 00:27:50.559
<v Speaker 3>So I think where you can show people

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<v Speaker 2>Thanks for listening, See you in the next episode.
