One of the hottest arguments of the market recently is concerning whether the current trend of AI is a bubble. Keep calm and carry on! A smart investor should not be pulled by emotion and must be rational. Whether it is a bubble is one thing, but what will come next is another thing. If the current AI trend is not a bubble, so when it further develops, it will develop into Space Economy. If the trend is a bubble and will burst soon, the next trend will also be Space Economy.
Landing on Mars is not just a great event in financial market, but an epoch changing task on Earth. The landing is not the final target of the industry, but a starting point of immigration to Mars. So, no matter the Mars Landing plan is a scheme of 10 or 20 years, it is not an end but just the first stage of a serious of projects. The landing is not the game in Olympics where the athlete reached the destination and got the gold medal and everything is over. It is the beginning of a new heaven and new earth (Mars).
However, Space Economy is developing in several parallel lines. For outer space it is concerning project going to the moon and Mars, for nearer space it is concerning orbiting round the earth, not just for Starlink and GPS systems, but for electricity, energy and occupying best orbits. The greatest problem of the develop of AI is the large consuming of electricity. The data centre for GPU, TPU needs large amount of electricity and White House is now discussing how to co-operate with local and foreign enterprise to enlarge the supply of electricity in US. But on the side of commercial field, each large firm is developing their own electrify plant, firstly on earth and the second plan is in space. For the demand of electricity is so great that even the total supply on earth is not enough for future development. On earth there is day and light so it’s a great limit for solar power, but in outer space can run continuously without bordering day or night. So new space stations are necessary, but the best sites are now occupied by Starlink of Elon Musk and surely this will be beneficial for SpaceX and Tesla Projects.
Elon Musk needs large amount of semiconductor, no matter for Tesla, SpaceX, Starlink, Neuralink, xAI or Boring company. He needs great amount of chips that no other company can totally supply them. He has to develop on his own. So, no matter for demand of energy or electricity, it is saturated on earth and should find place to develop in space.
Meanwhile, don’t forget space travelling. Blue Origin and SpaceX had commercial travelling for billionaires to up to Karmen line to enjoy the situation of no gravity in space. People only knew they started the competition in 2022, but neglected they are still carrying on the tour nowadays, but of course for big shots only and not for small potatoes. Anyway, it is becoming a common occurrence and will be part of travelling industry. The trend will become more common day by day and certain discounts are expected when keen competition comes.
Space Economy is developing no matter AI is a bubble or not. On the day that Elon Musk confirmed the IPO of SpaceX, NASA also reiterated the discovery of water on south pole of Mars. The first discovery is in May, and AI just said IPO is not due to the discovery of water, but they forget one thing. Why NASA and Musk had the same announcement on the same day? AI forgot the relation between NASA and Musk. They are good friends, NASA is helping Musk, why the AI could not detect, because I had not asked them what is the relation between Musk and NASA. Please refer to the future mission of Mars disclosed by Wikipedia and I’ll talk about tomorrow.