Space becomes the most economically compelling place for AI within ~30 months

On the Dwarkesh Podcast published February 5, 2026, Musk said 'mark my words' that within 36 months — probably closer to 30 — the most economically compelling place to put AI will be space, as Earth's power-generation and cooling limits push large-scale compute into orbit where solar power is continuous. He argued it would then get 'ridiculously better' to be in space. The falsifiable test is whether, by roughly early 2029, orbit is genuinely the cheapest place to deploy AI compute at scale.