Morgan Beller

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Morgan Beller

Morgan Beller

@beller

Crypto, inner space, outer space, & a bit of everything else @NFX | Co-creator of Diem≋ (fka Libra)

San Francisco, CA Katılım Mayıs 2009
2.7K Takip Edilen15.9K Takipçiler
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Booster 10
Booster 10@booster_10·
Still wild to me that Stoke's first Zenith engine was made by a team of less than 10 people in under one and a half years.
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Starfish Space
Starfish Space@StarfishSpace·
Big news: we just closed a $100M+ Series B. This funding will go toward building and operating our Otter missions, scaling to meet growing customer demand, and expanding our team. We've had a lot to celebrate lately, from missions like Remora and Otter Pup 2 to new contracts with great customers like SDA and the Space Force. And we're just getting started. Our first full Otter mission is on track to fly later this year. Read our full press release: starfishspace.com/press-release/… We’d like to thank our investors for helping us build the future of infrastructure in space. @p72vc, @ShieldCapVC, @IndustriousVC, @nightdragon
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Philip Johnston
Philip Johnston@PhilipJohnston·
I am super excited to share that @Starcloud_ has raised a $170M Series A at a $1.1bn valuation to fuel our development of data centers in space 🚀 The round comes after the successful deployment of our first satellite, Starcould-1, a few months ago, which had the first @NVIDIA H100 on board and was the first to train an LLM in space. The funds will be used to develop our third satellite, which aims to be cost-competitive with Earth-based data centers in terms of AI inference cost. The round was led by @Benchmark and @EQT Ventures, and we are excited to welcome Benchmark GP, @Chetanp Puttagunta, to our board. We are also excited to welcome other new investors, including the world's largest infrastructure fund, @Macquarie Capital, @SevenSevenSix 7️⃣7️⃣6️⃣, Manhattan West, Adjacent, Carya, GSBackers, and Harpoon. We are very grateful for the continued support of existing investors, including @NFX@NebularVC@YCombinator@FUSE_VC@Soma_Capital, 3Capital Partners, Wyld VC, Tiny VC, and Taurus Ventures. Onwards!
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Morgan Beller
Morgan Beller@beller·
We are in the “containerization” era of space. Containers reshaped the world & rapidly reusable launch will do the same. s/o to @stoke_space @StarfishSpace & @Starcloud_ for doing the hard work (we 🫶🏻 you)
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Philip Johnston
Philip Johnston@PhilipJohnston·
For the last several months, we’ve been working on the design of our @Starcloud_-3 distributed constellation of 200kW inference nodes in dawn-dusk sun-synchronous orbit, providing many gigawatts of low-cost AI compute. It seems we’re not alone! 🙌
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Everyday Astronaut
Everyday Astronaut@Erdayastronaut·
NEW VIDEO and a VERY requested video! Enjoy a new tour of @stoke_space w/ CEO @AndyLapsa!!! There's so many juicy details in this video and of course, we witness another incredible Andromeda test! Enjoy! - youtu.be/7OxNZ-N_3vE
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Starcloud
Starcloud@Starcloud_·
🚀💪🔥
Philip Johnston@PhilipJohnston

We just trained the first LLM in space using an @Nvidia H100 on Starcloud-1! 🚀 We are also the first to run a version of @Google's Gemini in space! This is a significant step on the road to moving almost all compute to space, to stop draining the energy resources of Earth and to start utilizing the near limitless energy of our Sun! Thanks @pia_singh_ and @CNBC, for highlighting our work! @starcloud_, @AdiOltean, @ezrafeilden

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Adi Oltean
Adi Oltean@AdiOltean·
Very good analysis 👀 I'd like to add that by launching an @Nvidia H100 in space, @Starcloud_Inc1 started the new space computing industrial revolution now embraced by @SpaceX, @Google and others. Datacenters in space are now the new frontier.
Vlad Saigau@VladSaigau

100 GW of Compute Above Earth: The Hardware Leap Hidden in Elon’s Claim 🔥🧠⚙️ Elon says SpaceX could launch ~100 GW of energy, in the form of high-orbit compute, in ~five years. That implies very specific performance requirements for chips, radiators, and solar arrays if launch cadence is going to stay reasonable. In space, compute is constrained by a triangular bottleneck: 1️⃣ Power generation (solar) 2️⃣ Heat rejection (radiators) 3️⃣ Compute density (processing power per kg) All three must rise together. If one lags, the other two stop contributing, and the launch count to hit 100 GW explodes. Today’s generally assumed baseline: ☀️ Solar ~0.8 kW/kg (rigid LEO-class PV) 🌡 Radiators ~1 kW/kg 🧠 Compute ~0.1 kW/kg (typical GPU rack) At these levels, you’d need ≈ 3000 Starship launches to deploy 100 GW of space compute! Compute is the dominant lever: every doubling of compute W/kg roughly halves required launches. Musk’s AI5 → AI8 roadmap points to ~50-100 % annual gains, far faster than the ~25 % GPU trend. Tesla’s AI ASICs are built for efficiency and power density, rather than flexibility; the exact silicon needed for mass-constrained data centers. Crucially, those gains demand new satellite architectures. To sustain cadence, future SpaceX platforms would need to move beyond Starlink-style LEO buses toward larger, optimised HEO compute vehicles with thin-film arrays > 1.5 kW/kg and light, high-temperature radiators > 2 kW/kg: performance levels cited only in advanced NASA STMD and ISNPS studies. Given the 100 GW / ~5 yr claim, Elon is effectively telling us he believes compute, solar, and thermal systems will all hit near-frontier performance, and that Tesla’s chips will deliver the compute-per-kilogram leap needed to make it physically and economically possible. It’s ambitious but plausible: if those PV and radiator systems reach projected “advanced” specs, SpaceX could feasibly deploy ~100 GW of orbital compute per year with ~300 Starship launches. 100 GW matters: it’s roughly the entire terrestrial data-center load expected by 2030. If SpaceX hits that number in orbit, the next AI scaling curve won’t be built on Earth. Link below for the full breakdown 🧐

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Morgan Beller@beller·
How can the second link be Al Jazeera
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Philip Johnston
Philip Johnston@PhilipJohnston·
Starcloud-1 is alive! 😃 Starcloud was founded just 21 months and and this satellite hosts the first Nvidia H100 in space, which will provide high powered inference and fine tuning capabilities for other satellites. It’s the first in a much larger ambition to build almost all new data centers in space, taking advantage of the abundant energy and cold temperatures in space. This will also reduce the strain on energy and water from data centers on Earth 🚀 @Starcloud_Inc1, @EzraFeilden, @adioltean
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Philip Johnston
Philip Johnston@PhilipJohnston·
I’ve never heard a more beautiful call out: “𝗦𝘁𝗮𝗿𝗰𝗹𝗼𝘂𝗱-𝟭 𝘀𝗲𝗽𝗮𝗿𝗮𝘁𝗶𝗼𝗻 𝗰𝗼𝗻𝗳𝗶𝗿𝗺𝗲𝗱” !!!!!! 🚀🚀🚀🚀🚀🚀 @Starcloud_Inc1, @ezrafeilden, @adioltean
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NVIDIA
NVIDIA@nvidia·
Space isn’t just for stars anymore. 🌠 Starcloud’s H100-powered satellite brings sustainable, high-performance computing beyond Earth. Learn more: nvda.ws/47eYZvC
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