Escape Velocity - by Anton Leicht - Threading the Needle
writing.antonleicht.me · 4,562 words · saved by 2 readers
A first look at the political economy of space compute
In 2026, AI policy is datacenter politics. When the public is dissatisfied about AI, they protest and disrupt the datacenter buildout. When policymakers try to tax or regulate, they don’t need to worry too much about company flight—a search engine can run to Ireland, but the datacenter stays here. When middle powers develop AI strategies, they start with compute: whether it’s hosting American datacenters in exchange for access or building sovereign datacenters for admittedly fuzzier reasons. And when we all have these late-night conversations on how we’d deal with runaway AGI, the answer is…
saved by
related reading
- To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
- Will We Really Put Data Centers in Space?forethought.org
- To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
- Exploring a space-based, scalable AI infrastructure system designresearch.google
- The Moon Should Be a Computerpalladiummag.com
- No Data Centers In My Backyard - by Jasmine Sunjasmi.news
- Stratechery by Ben Thompson – On the business, strategy, and impact of technology.stratechery.com
- Datacenter Delusionswriting.antonleicht.me
- Elon Musk — "In 36 months, the cheapest place to put AI will be space”dwarkesh.com
- How to Build the Future of AI in the United States | IFPifp.org
- Economics of Orbital vs Terrestrial Data Centersandrewmccalip.com
- Deep Dive: Economics of the AI Build-Out | Contrary Researchresearch.contrary.com