Yeah I think it'll consolidate around one or two players. Mostly likely Xai, even though they're behind at the moment. No one can compete with the orbital infrastructure, if that works out. Big if. That's all a different topic.
But I feel you, part of me wants to quit too, but can't afford that yet.
Launch costs are at best like $1000 per pound to reach LEO.
Terrestrial data centers are becoming the size of small cities.
In what planet does the $1000/lb headwind ever make this work?
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The only logic to orbital servers is that itβs a libertarian dream to be government regulation free. It is objectively more expensive and difficult to build and maintain by orders of magnitude otherwise.
But I feel you, part of me wants to quit too, but can't afford that yet.