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“I estimate there's a $75 to $100 billion market just on Earth observation, this kind of data we collect, and AI on top of that, unleashing all the applications.”
@All-In Podcast
Planet Labs is venture-style 10x happening in public markets as AI unlocks a $75-100B Earth observation market
PLLONG@ $32.19
$20.48-36.39%
since call Jun 6
15:30LONG
“we figured out that when launch costs come down to about $200 to $300 a kilogram, it would be cheaper, just simply cheaper to put the data centers in space.…”
@All-In Podcast
Space-based data centers become cheaper than ground once launch hits $200-300/kg, likely within 2-3 years via Starship
PLLONG@ $32.19
$20.48-36.39%
since call Jun 6
“we made two bets. Um, the first was dedicated silicon would be the answer, and the second was it couldn't look like a GPU. And our view as computer architects…”
@All-In Podcast
Cerebras' dinner-plate die with memory next to compute runs inference 15-18x faster than GPUs, a new silicon winner
CBRSLONG@ $247.01
$200.29-18.92%
since call Jun 6
TIMESTAMPS
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