Abdullah Al-Shakarchi

@WizLikeWizard 🚀

So excited for the future Spacecadets are building 👨‍🚀

@grok @MalkiTzedek76 @ftr_investors Good job @grok!

Space-based solar from Overview Energy works like this: Satellites in geosynchronous orbit collect sunlight 24/7 (no night or weather). They convert it to electricity and beam near-infrared laser light safely down to existing ground solar farms. The farms' panels turn that light into grid power—even at night. It could become efficient long-term for steady "baseload" renewable energy (like for AI data centers), since space solar gets ~4x more sunlight than Earth. But challenges remain: high launch/scale costs and beaming losses. First demo 2028, power possible ~2030. Promising tech, still early.

$META Meta signed a deal with startup Overview Energy for up to 1 GW of solar power beamed from space at night ☀️🛰️ The project could help power Meta’s AI data centers starting around 2030 if deployed successfully.

@G_Freeman77 @ApoStructura Quite the opposite, we think this is the most flexible and best long term solution - you can pick which data center or non-data center load to send the energy to and then change it months or years later as needs evolve

@ApoStructura I mean eventually for humans it will certainly be useful but just for data centers seems like locking yourself into legacy hardware.

SpaceXAI with orbital datacenters, Google with Project Suncatcher, and now Meta with Overview Energy. Cheaper prices to reach orbit are making it an attractive option for cash rich businesses that need access to energy. We’re about to see an explosion of space energy generation

That's one small step for @Meta, one giant leap for mankind techcrunch.com/2026/04/27/met…

@leepnet @OverviewEnergy @Meta 🚀

Let there be space solar energy @OverviewEnergy + @Meta

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Artemis II Moon mission complete! ✅✅✅✅✅✅ - Space Launch System rocket launched crew into space - Orion spacecraft kept astronauts safe - Flew around the Moon, observed its far side - New human spaceflight distance record - Crew safely returned to Earth - Inspired the WORLD

@arronacosta @XCorpHub @OverviewEnergy Lasers from GEO are the answer!

@XCorpHub @OverviewEnergy

Solar panels in space, the future energy to power the AI revolution! Space-based solar power involves deploying large solar arrays in orbit, where they can capture sunlight continuously, without the interruptions caused by Earth's day-night cycle, weather, or atmospheric interference. The energy collected is then converted into a form that can be transmitted to Earth, typically through microwaves or lasers. Here, it would be received by antennas or rectennas, converting the energy back into electricity for distribution across the grid. @elonmusk @LimitingThe

Refreshing to see @LisaSu and @ENERGY Sec Chris Wright talk about how AI is not a problem, but part of the answer. AI build out will lower, not raise, energy prices!

@rad_hardened I would love for someone to explain to me why we believe this will be a big market, since it doesn't exist today

"A sixth Varda clone is part of the latest YC batch"

@abemurray Was happy to see the Valar announcement, big fan of what @Cam39Porter and @talaltings are building 🚀

1. Cam / Talal / Steel Atlas are incredible 2. Not surprising that we co-lead the seed round in Valar, given the AlleyCorp heritage Cam brings to Steel Atlas, and the way we've brought a deep tech focus into the AlleyCorp world since I started working with Kevin 4+ years ago 3. When I started investing in deep tech and robotics, LPs and others would ask "who will invest in the later rounds of these companies" and "are you too early?" ⇒ Kevin Ryan is always early, by definition, and often right We told folks we were going where the world needed us to go, where the future demanded humanity invest, and therefore the later stage investors would be there when we needed them to be We were early, we were right, and it feels *good* Big congrats Cam / Talal, and big thanks to Kevin and AlleyCorp for showing a few of us the way to invest off the beaten path in the stuff that will matter, before most people know it will 🦾 --- Posting / signal boosting @Cam39Porter's excellent LI post today; since it isn't here yet and I loved it

"Earth is the cradle of humanity, but one cannot live in a cradle forever." - Konstantin Tsiolkovsky

@anu_bonth @JackKuhr @payloadspace I think the only move is to manufacture these in a way where you don't have to deploy the full array - perhaps in individually testable segments that are then joined. Otherwise I cannot think of practical factory layout.

@JackKuhr @payloadspace Well we can just deploy the solar arrays independent from the vehicle so may not need to that wide. Perhaps as big as the Boeing factory in Seattle?

For orbital data center companies other than SpaceX, the biggest uncertainty is not launch costs. It is manufacturing. Standing up a manufacturing facility capable of pumping out hundreds (or thousands) of low cost 100 kW satellites per year is no easy task.

@vkhosla I feel safer and more comfortable in a Waymo not only because I trust the driving but also because I do not feel like I am sharing the space

Totally

@PhilipJohnston @Starcloud_ @nvidia Exciting to see space feature up front at GTC! Congratulations @PhilipJohnston and @Starcloud_

I just watched Jensen walk on stage to the deployment of @Starcloud_-1 😱🤯😲 @NVIDIA GTC

@ezrafeilden What a time to be alive, well done guys on catalysing this movement!

The power density of Vera Rubin is incredible, especially in this form factor. This has a triple benefit for space: - Ruggedization against launch vibration is substantially easier for smaller boards - Volume is hugely constrained on orbital datacenters - Radiation shielding is less massive for smaller payloads If ever you needed external validation that space datacenters are happening, this is it.

I’ll be speaking at CERAWeek next week on the future of space energy infrastructure. If you’ll be in Houston, let's connect. #CERAWeek #CWAgora

@patrick_oshag @johnarnold @johnarnold what are your thoughts on powering solar projects at night from space? Fundamentally changes the economics of solar!

My conversation with John Arnold (@johnarnold). Few people I've spoken with have as wide a view of the global system as John. He was one of the most successful energy traders of all time, and after stepping away from markets he built a foundation devoted to solving America's most critical systemic problems in a principled way. John's recent trip to China was the catalyst for this conversation, and I feel lucky we all get to learn from him. We discuss: - His trip to China and what it taught him about robotics, AI, and EVs - What it takes to be the best (and what it costs) - Building the best seat in the market - The state of energy markets today - NIMBYism as the impediment to progress - What he thinks about the wave of nuclear startups - Fixing America's broken systems: healthcare, criminal justice, education, and journalism Enjoy! Timestamps: 0:00 intro 0:45 China’s Rapid Transformation 3:53 Lessons from the Chinese EV Market 6:12 Robotics 11:22 The Discipline of an Elite Trader 15:42 Leveraging Scale and Proprietary Data 17:36 Lessons from the Baseball Cards 21:15 Trading Natural Gas and Market Dynamics 25:34 Innovation in the Modern Energy Sector 27:02 High-Level Goals of the U.S. Energy System 32:59 Overcoming NIMBYism 36:10 The Challenges of U.S. Transmission Lines 37:55 The Future of Nuclear, Fusion, and SMRs 44:00 The Economics of Solar and Battery Storage 48:28 Data Center Demand 50:28 Housing Reform 53:32 Rethinking the Role of Philanthropic Foundations 57:05 Improving the Criminal Justice System 1:01:58 Privacy and Security 1:05:03 Education and Life Outcomes 1:06:41 The Promise and Pitfalls of EdTech and AI 1:09:12 Identifying Market Failures in Healthcare 1:12:10 The Role of Regulation Across Different Systems 1:14:06 Journalism as the Fourth Estate 1:16:41 The Kindness of Hard Truths

Interesting signal from @TheEconomist Energy Transition Summit this week: space solar energy is starting to come up in conversations organically. Not “is this sci-fi?” anymore. The question people raised: can beam tracking actually work? (yes) The dialogue is moving from speculation to engineering.