Post

These companies have too much money. Tax the heck outta them. Solve the world’s problems, then you can play with your toys.

Space-based solar is pre-revenue, technically unproven, and needs decade-long timelines — yet hyperscalers are already signing offtakes. That's not a power deal, it's an options position on 24/7 carbon-free energy. Founders in this space should note: the off-take contract IS the product.

The compute bottleneck is an energy bottleneck. Meta reserving capacity from a space solar startup before the tech is proven tells you where the real constraint is in the AI race. Founders building energy infrastructure are getting serious looks from hyperscalers — that's where capital flows next.

The big hyperscalers signing capacity deals with unproven space solar startups is the cleanest signal that ground-based power constraints are real and getting worse. Overview Energy has not deployed a single satellite and Meta is already reserving their output.

"Deploy satellites that direct solar energy to the ground round-the-clock" Tell the tech bros to use their AI to find out about what circadian rhythms mean to the body of not only humans, but just about any living organism.