← 返回首页
RT Brett Winton: Space compute distilled Manufacture a 3 ton satellite with 100kW compute for $4m At $300 per kg it costs $1m to launch At $12b per GW...
RT Brett Winton
Space compute distilled
Manufacture a 3 ton satellite with 100kW compute for $4m
At $300 per kg it costs $1m to launch
At $12b per GW in terrestrial compute competition the satellite can pull in $1.2m per year
3 to 4 year payback with the additional year before orbital decay producing excess cashflow.
Launch that same satellite with an AI model attached and you can generate $3.6m to $7.2m in annual revenue (dependent upon your expectations for AI model monetization growth.)
Payback period drops from 3-4 years to .5 - 1.
Brett Winton: The AI company business model distilled.
Rent compute at $10b per GW
Sell AI model output at $30b per GW.
The cost per terrestrial GW of compute is going up 6% per year.
The monetization rate per GW on selling AI models running on that compute is growing 20% per year.
Space compute distilled
Manufacture a 3 ton satellite with 100kW compute for $4m
At $300 per kg it costs $1m to launch
At $12b per GW in terrestrial compute competition the satellite can pull in $1.2m per year
3 to 4 year payback with the additional year before orbital decay producing excess cashflow.
Launch that same satellite with an AI model attached and you can generate $3.6m to $7.2m in annual revenue (dependent upon your expectations for AI model monetization growth.)
Payback period drops from 3-4 years to .5 - 1.
Brett Winton: The AI company business model distilled.
Rent compute at $10b per GW
Sell AI model output at $30b per GW.
The cost per terrestrial GW of compute is going up 6% per year.
The monetization rate per GW on selling AI models running on that compute is growing 20% per year.