That was true of industrial technology in 1870-1970; people basically got used to the idea that railroads and factories and oil and industrialized warfare and such matters were central to the way the world was run and to the collective future of humanity. AI is going to be like that going forward, and we’re just going to have to get used to that.
to make *actually* good software, you have to use it a lot
but many people are spending more time in their coding agents/factories than in the apps they're building - so they won't
This will likely serve as a wake-up call to those not paying attention to the US-China space race—which, to be clear, is the vast majority of Americans.
And then in terms of the capital intensive like AI in a factory and also the foundry and then you really need to tap either government funding or some sovereign fund
At even $500/kg, launch cost is only 5% of the total satellite deployment cost, so a lunar mass driver is unlikely to drastically improve the economics of space-based AI, by reducing launch costs.
um humanoid robots maybe start to or robotics at least start to but the main factor is going to be for reducing the number of people is modularizing things and making them in factories in Asia
It has a surplus of STEM graduates that are often underemployed, while "Hukou" residency restrictions complicate hiring hourly labor in coastal factories.
Furthermore, I believe it’s very unlikely that space-based manufacturing or mining could be lucrative enough to fund the venture.
Their words now
Today, exploding demand for power-intensive AI applications provides enough of an upside to justify producing components in space, providing the economic engine necessary to justify and fund the trillions of dollars necessary to build and sustain space factories.
Even for $5.2b per launch, Orion is so overweight that there does not exist a booster nor an upper stage that can launch it to Low Lunar Orbit and return it to Earth.
So traditional robots and factories uh they need to make motions that are highly repeatable and therefore it requires a degree of precision and robustness that you don't need if you can use cheap visual feedback. So AI also makes robots more affordable uh and lowers the requirements on the hardware.
You you also don't know like in order to make that money back, you have to then operate that plant at that capacity for 20 years, right? And if I was looking at the same charts as they're looking at right now, I'd say what are the odds that in 25 years time we can produce gas turbines at a price that is relevant in a world where solar is already at its current price and batteries at a price where they're already like you cannot win.
this story tells us how an increase in foreign demand to save in the US rather than at home will push up the dollar, and cause the trade deficit, which is in effect how foreigners send us factories which they would rather build here than in their own countries.
These enormous costs are ultimately due to the same factor that has steadily driven down the cost of semiconductors: Moore’s Law, the observation that the number of components on an integrated circuit tends to double every two years.
The answer is not more fields, which means destroying even more wild ecosystems. It is partly better, more compact, cruelty-free and pollution-free factories.
The US focus on efficiency has revealed the brittleness of its economy, which has neither the manufacturing capability to scale up domestic production of goods nor the logistics capacity to handle greater imports.
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