Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries

Handmer argues orbital AI compute economics, not space solar power, could make space-based data centers cheaper than Earth-based ones within years.

• Mass driver logic: Casey Handmer explains a lunar mass driver could launch ore-sized payloads once a second using electromagnetic shuttles, but says it only makes sense if Starship launch volume from Earth ever exceeds ~10,000 flights/day.
• Starmind economics: Space-based AI compute beats space-based solar power because AI tokens are worth roughly a thousand times more per watt than transmitted data, unlike undifferentiated microwave power.

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