Masayoshi Son, the founder and CEO of Softbank, argued at a recent shareholder meeting that building data centers in space won't do much to cut costs and will take too long when 'in the battle for AI, the next few years will be far more important than what might happen a decade or so from now.' On the latest episode of TechCrunch's Equity podcast, Kirsten Korosec, Sean O'Kane, and I discussed Son's remarks as part of a broader discussion that included OpenAI's plans for custom chips, chipmaker Groq's new $650 million funding, and much more. Sean, meanwhile, said that when Musk talks about 'making a constellation of satellites ' satellites that need to be replaced every few years as well ' to make up an 'orbital data center,'' he's just 'guaranteeing that much more business' for SpaceX. I mean, this is the thing you do. It seems like there are so many players that are compute constrained, so anybody who has a shot at being able to lease out that compute is taking it, whether that's...
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