In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
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In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
Ep36 First GPU trains & inferences in space! With Starcloud CEO, Philip Johnston
AI Outcomes
21 minutes
3 weeks ago
Ep36 First GPU trains & inferences in space! With Starcloud CEO, Philip Johnston
The first data-center-grade @NVIDIA H100 just spoke from orbit (and Elon Musk FOMO’d in with a retweet). This is the exclusive first interview with @starcloud-inc co-founder & CEO Philip Johnston, recorded hours before today’s press release. Philip reveals: - Gemini’s first words + Shakespeare LLM live from orbit - Submerging the H100 motherboard in phase-change wax - Radiation testing at Brookhaven particle accelerator - Exact roadmap to 40 MW orbital data centers - Why “we...
AI Outcomes
In Episode 37, host Ben Angel examines the AI bubble debate with tech executive Thomas Odenwald (HPE, Orbit Fab, SAP). They recap Star Cloud's orbital Nvidia H100 launch, discussing space data centers' challenges like heat dissipation, jurisdiction, and launch costs. The core focus: Is AI in a bubble? They analyze inflated valuations, massive capex (e.g., Sam Altman's gigawatt plans), circular investments (Oracle-OpenAI-Nvidia), ROI hurdles, the shift to inference, OpenAI's $12B losses, open ...
