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Why Everyone Is Talking About Data Centers In Space

Questions to inspire discussion.

Launch Economics & Viability.

🚀 Q: What launch cost makes space data centers economically competitive? A: Space data centers become cost-competitive with ground systems when launch costs drop to approximately $200/kg, according to Google’s Suncatcher paper, making the economics viable for moving compute infrastructure off-Earth.

💰 Q: Why might SpaceX pursue a $1.5 trillion IPO valuation? A: The projected $1.5 trillion SpaceX IPO valuation is speculated to fund the capital-intensive race to establish space-based data centers and secure the best orbital positions before competitors.

🏱 Q: Which companies can realistically build space data centers first? A: Vertically integrated organizations like SpaceX, Relativity Space, and Blue Origin lead because they control launch infrastructure, can self-fund deployment, and serve as their own customers for space compute capacity.

đŸ›°ïž Q: How would space data centers physically connect GPUs across satellites? A: Multiple free-flying satellites in formation (like 20+ Starlink satellites) use inter-satellite optical connections to enable communication between GPUs, creating high-density computing clusters in orbit.

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Analyzing Bill Ackman’s SpaceX IPO Offer w/ Tesla Larry

đŸ”č Q: What specific cost advantages does SPARC offer beyond eliminating underwriting fees? A: SPARC reduces friction, cost, and time by bypassing the traditional investment banking process entirely, eliminating promotional fees and creating a cleaner, more transparent process than traditional SPACs.

đŸ”č Q: How would Tesla shareholders get early access to SpaceX shares through SPARC? A: Tesla shareholders would receive special rights to acquire SpaceX shares at the IPO price before the public, potentially through warrants at a discounted price, allowing them to benefit from SpaceX’s future growth.

đŸ”č Q: What advantage does SPARC provide Tesla investors over traditional IPO allocation? A: SPARC enables more equitable allocation of SpaceX shares to Tesla investors, avoiding the traditional gated process that benefits Wall Street bankers’ friends and their preferred clients.

đŸ”č Q: How could SpaceX share access impact Tesla’s stock price? A: The SPARC structure allowing Tesla shareholders to receive warrants for SpaceX shares at discounted prices could potentially boost Tesla’s stock price by providing unique value to existing shareholders.

Pricing Control.

đŸ”č Q: Who controls pricing in SPARC versus traditional IPO? A: SPARC allows the public to set the price rather than banker control, giving SpaceX more control over pricing decisions compared to traditional IPO where investment banks determine valuation.

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Production of hydrogen and carbon nanotubes from methane using a multi-pass floating catalyst chemical vapour deposition reactor with process gas recycling

Methane pyrolysis produces hydrogen and carbon materials, but some approaches based on chemical vapour deposition actually consume hydrogen to mitigate unwanted side reactions. Here Peden et al. use gas recycling in a multi-pass floating catalyst chemical vapour deposition reactor to produce hydrogen alongside carbon nanotube aerogels.

Anode-free battery can double electric vehicle driving range

Could an electric vehicle travel from Seoul to Busan and back on a single charge? Could drivers stop worrying about battery performance even in winter? A Korean research team has taken a major step toward answering these questions by developing an anode-free lithium metal battery that can deliver nearly double driving range using the same battery volume.

A joint research team led by Professor Soojin Park and Dr. Dong-Yeob Han of the Department of Chemistry at POSTECH, together with Professor Nam-Soon Choi and Dr. Saehun Kim of KAIST, and Professor Tae Kyung Lee and researcher Junsu Son of Gyeongsang National University, has successfully achieved a volumetric energy density of 1,270 Wh/L in an anode-free lithium metal battery. This value is nearly twice that of current lithium-ion batteries used in electric vehicles, which typically deliver around 650 Wh/L. The article is published in Advanced Materials.

An anode-free lithium metal battery eliminates the conventional anode altogether. Instead, lithium ions stored in the cathode move during charging and deposit directly onto a copper current collector. By removing unnecessary components, more internal space can be devoted to energy storage, much like fitting more fuel into the same-sized tank.

Vast freshwater reserves found beneath salinity-stressed coastal Bangladesh

Despite its tropical climate and floodplain location, Bangladesh—one of the world’s most densely populated nations—seasonally does not have enough freshwater, especially in coastal areas. Shallow groundwater is often saline, a problem that may be exacerbated by rising sea levels.

Rainfall is highly seasonal and stored rainwater often runs out by the end of the dry season. And contamination by naturally occurring arsenic deposits and other pollutants farther inland further depletes supplies of potable water, which can run desperately short during annual dry seasons. According to the UN’s Sustainable Development Goals, 41% of Bangladeshis do not have consistent access to safe water.

Hoping to ease the crisis, researchers from Lamont-Doherty Earth Observatory, which is part of the Columbia Climate School, led an exploration for new freshwater sources along the Pusur River in the Ganges-Brahmaputra Delta. They recently published their results in the journal Nature Communications.

The Governance Case for Tesla Taking a Pre-IPO Stake in SpaceX

Elon Musk is considering Tesla taking a pre-IPO stake in SpaceX to integrate their businesses, accelerate ambitious projects, and increase the value of both companies ## ## Questions to inspire discussion.

Strategic Governance Alignment.

🔄 Q: Why should Tesla acquire a pre-IPO stake in SpaceX rather than waiting until after the IPO? A: A pre-IPO stake resolves governance and conflict risks before SpaceX’s planned $30B IPO in mid-2026, ensuring all transactions are recorded as part of the IPO and avoiding complications that could impact IPO pricing or create persistent post-IPO conflicts between the two companies.

🎯 Q: What is the core governance problem Tesla shareholders currently face with SpaceX? A: Tesla shareholders are exposed to SpaceX outcomes through dependencies on Starlink connectivity, orbital compute, and launch cadence without any ownership rights, governance rights, or downside protection as the companies converge operationally but not financially.

⚖ Q: How would a pre-IPO stake transaction affect Tesla’s ownership structure and Musk’s control? A: The transaction would dilute Tesla by 20% but could raise market cap to $1.62-2T, increasing Musk’s stake to 22.1–24% and his net worth approaching $1T, enabling him to achieve 25% control significantly earlier than under the compensation plan.

Capital Requirements and Infrastructure.

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Exposure to common air pollutants alters adolescent brain development, study finds

Physician-scientists at Oregon Health & Science University warn that exposure to air pollution may have serious implications for a child’s developing brain.

In a recent study published in the journal Environmental Research, researchers in OHSU’s Developmental Brain Imaging Lab found that air pollution is associated with structural changes in the adolescent brain, specifically in the frontal and temporal regions —the areas responsible for executive function, language, mood regulation and socioemotional processing.

Air pollution causes harmful contaminants, such as particulate matter, nitrogen dioxide and ozone, to circulate in the environment. It has been exacerbated over the past two centuries by industrialization, vehicle emissions, and, more recently, wildfires.

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