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But ships have night. The PVs would need backup batteries for the entire night-time period to say nothing of the 4x capacity loss. A satellite can just see the sun the whole time and it's getting nice clean sunshine. I think the powership works better.

Regardless, every time this guy does something super capital intensive, it looks stupid and then works out for him. So long as it keeps happening, the probability that he is just much smarter than me and predicting the future better dominates the probability that he keeps getting lucky.

by CamperBob243 minutes ago|

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If there's not enough power available on the ship, which for all I know there is (some of them have 100,000-HP engines, or 75+ MW), then you don't bother running the data center at night. Yes, now you need 2x as many of them, but you can afford them since they are 10x cheaper.

Regardless, every time this guy does something super capital intensive, it looks stupid and then works out for him

That's how it looks at first, agreed. But if you look closer, you'll notice something kind of funny. The only times Musk really wins big have been when the competition is either incompetent or lazy (launch services and satellite Internet), or doesn't show up to the game at all (EVs, self-driving and otherwise.)

Data centers and semiconductors aren't like that. Those guys aren't going to stand by passively and let him eat their lunch like General Motors and ULA did.

by arjie38 minutes ago|

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Haha, I must admit that having 2x ships one on each side of the world and swapping them to keep it flying all the time is definitely good stuff. Very entertaining. And I did forget the engines. It is true, surface vessels do seem to dominate space. Fun chat.