In detail
- Son said "in the battle for AI, the next few years will be far more important than what might happen a decade or so from now."
- Critics note that Musk's plan for satellite constellations requiring replacement every few years mainly guarantees business for SpaceX.
- The topic is part of a broader discussion about compute constraints and new "neo-cloud" offerings from various players.
Why it matters
Even an investor with a history of bold bets (SoftBank) is skeptical of Musk's orbital vision—a signal that doubt is growing even in tech circles. For businesses dependent on compute access, this suggests traditional data centers remain more realistic than space-based solutions in the near term.