Socrates 🏛 🅰️

the world of X is not the real world. go out and touch grass.

[Socrates 🏛 🅰️ @DefinitionsNew]

@SteelyDanMxmlst @elonmusk K

[Socrates 🏛 🅰️ @DefinitionsNew]

This is 100% Grade A bullshit from one of the biggest bullshitters in the world, @elonmusk.

The telco veterans do see a solution. They recently formed a JV for it in the USA and the EU is in process of organizing. And Japan has RAST. To name but a few. Elon purposefully ignores all of these because it invalidates the bullshit he's saying.

The telcos aren't sitting around ignoring Elon or the growing global MSS+SCS markets. But they also know the truth. Which is that Elon's timelines and commitments are usually off by years. They have taken his words and timelines in stride because Starlink Mobile is going to take several years longer than he says. You cannot just build a global MNO based 85% on WiFi like Shotwell claims in her public statements yesterday. Not unless you want a lot of angry customers after they realize your service sucks.

$ASTS is one of the chess pieces and it's going to be a key piece. It will take longer for people to realize this. But the time is coming.

[Elon Musk @elonmusk]

@aaronburnett We definitely need to explain this in detail. Veterans of the cellular industry look at the chess board of existing pieces and don’t see a solution.

They don’t understand that SpaceX is developing entirely new pieces that fundamentally alter the strategic landscape.

[Socrates 🏛 🅰️ @DefinitionsNew]

@CaminaDrummer4 @elonmusk Tesla doesn't make great EVs either. I own one. It's a clanky piece of junk that has been in the shop more times than I can count and the techs can't even fix it properly.

[Socrates 🏛 🅰️ @DefinitionsNew]

@kdawghomie @JakobL7ap I have no firm facts to share. Just 5+ years of this roller coaster.

[Socrates 🏛 🅰️ @DefinitionsNew]

$ASTS will emerge from production hell at roughly the same time Blue Origin New Glenn will come online.

At the same time, Starship, when it comes online, will need to generate cash. I believe that means launching more than Starlink sats. My bet is $ASTS will launch on Starship someday, too.

And if all of you Elon fanboys really believe him, in that Starship eventually launches multiple times per day... then you also believe $ASTS will have enough launch to get their full constellation to orbit.

So by believing Elon you 1) think SpaceX will launch competitors and 2) think Starship will work. You believe $ASTS will have launch, then.

Sweet, so what is your bear thesis for AST again?

[Socrates 🏛 🅰️ @DefinitionsNew]

@AshwoodSmi90684 @elonmusk Er. Are you trying to tell me Deutsche Telekom is not a telecom?

[Socrates 🏛 🅰️ @DefinitionsNew]

@JakobL7ap It's coming. I'm putting my view out there.

[Socrates 🏛 🅰️ @DefinitionsNew]

@ben81745539 @EBITDAddies Wall Street isn't stupid. But it is patient. ASTS doesn't fit the risk profile right now. That should change, though.

[Socrates 🏛 🅰️ @DefinitionsNew]

@ChrisTerryATL @elonmusk Much more powerful than a V3.

[Socrates 🏛 🅰️ @DefinitionsNew]

@Adarketto @ChrisTerryATL @elonmusk Good thing we do, then.

[Socrates 🏛 🅰️ @DefinitionsNew]

Aiming for 45 by then. Be reminded that a single ASTS Bluebird is far more powerful than a v2 Starlink D2D.

Of course, hoping New Glenn comes online. Otherwise, mix of F9, ULA, Relativity hopefully. Maybe Neutron.

Just like Elon is telling everyone Starship is somehow going to launch every week and then every day, you see what I mean? You trust the bullshitter while at the same time calling out what you think is bullshit elsewhere.

This is called being a hypocrite. That is what you are.

[Socrates 🏛 🅰️ @DefinitionsNew]

@ATTICxRAT @elonmusk The breakthrough technology is $ASTS.

[Socrates 🏛 🅰️ @DefinitionsNew]

@nikiljoseph2 Not if they aren't profitable.

[Socrates 🏛 🅰️ @DefinitionsNew]

Occasional bit flips aren't a problem on the ground either.

The problem in space is hardware faults. These aren't recoverable. Once that gate or part fails it's dead forever. And these are much more frequent at higher temps.

There is really only one metric in space that matters: total AI compute per kilogram. As in, we factor in all lifecycle compute delivered by each kg of launch.

This metric has to be better than terrestrial in order for space-based data centers to ever make sense.

It is currently nowhere remotely close. Elon's timeline for it is... aspirational. If he is telling people 3 years then it's probably more like 10+.

[Shay Boloor @StockSavvyShay]

Elon Musk says AI chips designed for space should "run hot" because raising operating temperatures by 20% in Kelvin could cut radiator mass in half significantly reducing the weight $SPCX needs to launch into orbit.

He also argues that trillion-parameter AI models can tolerate occasional radiation-induced bit flips potentially making orbital data centers easier to build without requiring same level of protection as traditional spacecraft electronics.

[Socrates 🏛 🅰️ @DefinitionsNew]

@naasking @I_say_GFY @RodsFromGod Stop. You do not understand thermodynamics. You are making yourself look stupid.

[Socrates 🏛 🅰️ @DefinitionsNew]

@naasking @I_say_GFY @RodsFromGod Celsius is not an absolute metric.

You are wrong.

[Socrates 🏛 🅰️ @DefinitionsNew]

@Josephpaulsbc1 @elonmusk It's amazing you can type with Elon's balls in your hands.

[Socrates 🏛 🅰️ @DefinitionsNew]

@I_say_GFY @RodsFromGod 370K * 1.20 = 444k = 170.85C

Thanks.

[Socrates 🏛 🅰️ @DefinitionsNew]

@multiplanet1 This AI bullshit is getting old.