Page de couverture de 🎙EP 19: While We Argue About Electricity, Google Is Moving Compute to Space. Southeast Asia Has 36 Months to Wake Up.

🎙EP 19: While We Argue About Electricity, Google Is Moving Compute to Space. Southeast Asia Has 36 Months to Wake Up.

🎙EP 19: While We Argue About Electricity, Google Is Moving Compute to Space. Southeast Asia Has 36 Months to Wake Up.

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 THIS WEEK'S REALITY CHECKGoogle just published research that makes every data center in Southeast Asia look obsolete.Project Suncatcher: Space-based AI data centers hitting cost parity with terrestrial operations by 2035. Launch costs dropped from $10,000 to $1,500 per kilogram. SpaceX is targeting $200/kg.This isn't science fiction. It's a $100 billion economic shift happening right now—and Southeast Asia has exactly 24-36 months to position itself as the ground station hub or watch the value flow elsewhere.This episode breaks down why orbital compute is inevitable, what it means for AI and agriculture in the region, and the moves founders need to make before the infrastructure moats lock in.WHAT WE COVER🚀 The Economics That Just FlippedLaunch costs: $10K → $1.5K per kg (and falling to $200/kg by 2035)Why Google's betting on orbital over terrestrial8x more solar efficiency + free cooling in vacuum of spaceHow SpaceX made the impossible economically viable☀️ Project Suncatcher BreakdownWhat Google's actually building (and why now)Technical challenges: maintenance, thermal radiation, data latencyWhy StarCloud just launched NVIDIA-powered mini data center into orbitThe radiation hardening problem (and how it's getting solved)🌾 The $400B Agriculture Angle Nobody's ConnectingHow satellite-based Earth observation transforms Southeast Asian farmingThailand could gain $8-12B annually from precision agricultureReal-time insights: soil health, planting windows, pest predictionWhy AcerX raised $30M+ to build this infrastructure now🏗️ Infrastructure Gets Its God's-Eye ViewMining companies using orbital imaging for mineral explorationUtilities gaining real-time grid monitoring capabilitiesWhy Southeast Asia's equatorial position = massive strategic advantageGround station networks as the next critical infrastructure moat💰 Who's Building What (And Who's Getting Funded)AcerX (Singapore): $30M+ for satellite data platformsOne Orbit: $12M for environmental monitoringLunaSat (Malaysia): Affordable small satellite manufacturingPlanet Labs: $500M raised, largest Earth observation constellation⏰ The 24-36 Month WindowWhy regional coordination matters right nowWhat happens when infrastructure moats lock inFive tactical moves for AI, agriculture, and infrastructure foundersPolicy frameworks that need to exist yesterdayKEY QUOTES"While Malaysia debates water usage for data centers and Singapore worries about electricity grids, Google's preparing to bypass all of it with orbital compute." - Kim"Southeast Asia is either positioning itself as the ground station hub for the orbital economy, or it's watching $100 billion in economic value flow elsewhere." - Kevin"Agriculture in this region is a $400 billion industry that's been fundamentally inefficient for centuries. Space-based analytics running in orbit and beaming down real-time insights changes everything." - Kim"The window for Southeast Asia to position itself in this ecosystem is 24-36 months. After that, the players are locked in and we're customers, not builders." - Kevin"I have to give credit where it's due: Elon Musk basically came in and inspired everyone to look at space as economically viable. Nobody was thinking about private sector space before SpaceX." - KevinFEATURED DATA POINTS🚀 Launch cost trajectory: $10,000/kg (2005) → $1,500/kg (2025) → $200/kg target (2035)☀️ Solar collection efficiency: 8x more productive in space than terrestrial panels💰 Economic opportunity: $100B+ potential GDP contribution to Southeast Asia🌾 SEA agriculture market: $400B annually📊 Thailand agriculture gains: $8-12B potential annual productivity increase⚡ Power advantage: Constant solar (if positioned in dawn-dusk synchronous orbit)❄️ Cooling advantage: Thermal radiation in vacuum = no water consumption💸 Funding activity:AcerX: $30M+ raised (Singapore satellite data platforms)One Orbit: $12M raised (environmental monitoring)Planet Labs: $500M raised (largest Earth observation constellation)⏱️ Latency advantage: 1-7ms orbital (vs 150ms trans-Pacific)🛰️ StarCloud: NVIDIA-powered orbital data center launched November 2025TACTICAL TAKEAWAYS FOR FOUNDERSIf you're building AI:Map which workloads could migrate to orbital compute (training jobs especially)30-40% cost reduction potential on frontier model trainingBuild relationships with space tech companies now (AcerX, One Orbit)Factor orbital into your Series B infrastructure assumptionsIf you're in agriculture:Pilot satellite data integration immediately (don't wait for perfect tech)Partner with companies deploying Earth observation analyticsOperational knowledge compounds—5-year head start mattersThailand, Vietnam, Indonesia = massive precision agriculture TAMIf you're infrastructure/utilities:Real-time satellite analytics for grid monitoring, pipeline integrityGround station partnerships should be strategic priorityAsset tracking, disaster resilience, environmental ...
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