Gavin Baker: Anthropic's S-1 Was an Upside Surprise
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Linas Beliūnas on X: "Elon Musk said yesterday that future superintelligence compute will "round up to 100%" in space. It sounds absurd until you hear Gavin Baker's first-principles case: → Constant sunlight, so no batteries → A radiator on the dark side replaces the whole cooling stack: "Space cooling is free." → Lasers through a vacuum beat lasers through fiber → Satellites talking directly to phones skip the towers The bottleneck in AI is shifting from chips to power and cooling, and space ha
3:01
Linas Beliūnas on X: "Elon Musk said yesterday that future superintelligence compute will "round up to 100%" in space. It sounds absurd until you hear Gavin Baker's first-principles case: → Constant sunlight, so no batteries → A radiator on the dark side replaces the whole cooling stack: "Space cooling is free." → Lasers through a vacuum beat lasers through fiber → Satellites talking directly to phones skip the towers The bottleneck in AI is shifting from chips to power and cooling, and space ha
2 days ago
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Gavin Baker: Cheaper AI Could Mean More Compute Demand
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Gavin Baker: Cheaper AI Could Mean More Compute Demand
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Zeek | Insights 📊 on X: "Gavin Baker says the price to rent almost any GPU went up every day in October, and the compute market is now in contango. A cluster a year from now costs even more than one today, that’s the opposite of oversupply just saying." / X
1:05
Zeek | Insights 📊 on X: "Gavin Baker says the price to rent almost any GPU went up every day in October, and the compute market is now in contango. A cluster a year from now costs even more than one today, that’s the opposite of oversupply just saying." / X
2 days ago
x.com
Sammy 'Ace' Rothstein on X: "Gavin Baker when he sees Dario at a cocktail party" / X
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Invest Like the Best on X: "Gavin Baker (@GavinSBaker) on orbital compute: "The most important thing in the next 3-4 years is data centers in space. In space, you can keep a satellite in the sun 24 hours a day. So you don't need a battery. Space cooling is free. In every way, data centers in space, from a first principles perspective, are superior to data centers on earth." "@elonmusk operates two of the largest coherent GPU clusters in the world, SpaceX is responsible for over 90% of mass to or
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Gavin Baker: Anthropic's S-1 Was an Upside Surprise
467 views1 week ago
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