For a while now, we have often heard Musk say in various media that he wants to build AI in space, supported by solar energy in space.

Regarding this idea, aside from admiration, I still somewhat do not understand it. Because according to his literal explanation, although theoretically his vision is indeed very suitable and ideal, in reality, there are too many engineering and technical limitations—despite the fact that he has repeatedly broken human limits and created technological miracles, it is impossible for every far-fetched idea of his to be realized, right?

However, recently, after listening to an interview with him, combined with some social issues currently facing the United States, I resonated with his idea.

Today, I would like to share some of the key points he mentioned in this interview.

- The electricity gap in the United States

If we look ahead to the development of AI in three years, the electricity gap in the United States will be exceptionally large. By then, the United States will need to double its power generation every five years.

To solve the electricity gap in the United States, there are only two methods: either build power plants in the United States or build power plants in space.

- What is the problem with building power plants in the United States

So can we build power plants in the United States?

Yes, old Musk has tried it, but there are just too many pitfalls.

For example, when he is building a computing cluster with a power capacity of 1GW, it requires a huge amount of electricity.

He can directly use electricity from the existing power grid, but this requires application and approval from the power grid company. And this process takes a year, which is too critical.

So he has no choice but to opt for building his own power plant.

His cluster is in Tennessee, but for various reasons, Tennessee just won’t allow him to build a power plant, which forced him to build a power plant in neighboring Mississippi and then transmit the electricity to Tennessee.

This is just a 1GW computing center, and using electricity is so troublesome. His target is 100GW or 1TW; under this situation, there's no way to push forward.

Even if a miracle happens, with no various government restrictions and all approvals going smoothly, is the problem solved?

Still not.

Because generating electricity still requires steam turbines.

But now steam turbines are sold out, with orders backed up to 2030.

So can we generate electricity without traditional energy and use solar energy instead?

Yes, but in the United States, because of tariffs, the cost is too high, while in space it would be different.

In short, after considering various terrestrial solutions, Musk believes Earth cannot solve the issues, so he can only go to space.

- Is space smooth sailing, without obstacles?

Space also has numerous challenges, such as:

What if AI satellites in space fail?

Various radiations in space can severely affect GPU performance.

……

All of these are indeed problems, but they are all technical issues; none of them are problems created by humans.

When weighing between solving technical issues and human issues, he unhesitatingly chose to tackle technical problems rather than getting entangled with "people".

After listening to this interview, I have three reflections:

First, my previous worry that Musk would be embroiled in political disputes and entanglements with people seems to be diminishing.

Is he gradually waking up? Gradually realizing that he is really not suited for involvement in politics or dealing with various organizations?

If he can truly distance himself from the human factors and return to a relatively simple business landscape, it will definitely be a long-term benefit for his company.

Second, I believe these ideas of his come from the heart, and in my view, they are indeed a last resort. For him, building AI and power plants in space is a path of no return.

Third, I have a bolder guess. Musk's ideas actually highlight a point that has not been emphasized before: space is a no-human zone, not governed or restricted by any government, where authority is determined by whoever's power is present. If this point becomes clearer and is recognized in the future, I believe we may see companies and institutions emerge in space that are independent of government control, which could become a new force independent of Earth's jurisdiction.

Returning to our investment focus, if Musk's idea proceeds along his path, it is easy to imagine that in the future, several sectors could experience a major explosion.

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