The Minutes of Gavin Baker on orbital compute https://minutesof.com/gavin-baker/on/orbital-compute/ Everything Gavin Baker has said on orbital compute: 3 verbatim quotes between May 2026 and July 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:43 +0000 Baker argues TSMC remains a bottleneck even if orbital data centers solve power shortages. https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ https://minutesof.com/q/0013527c-0b2d-442c-81ee-05978ee5d2a3/ “But even if we solve the shortage of Watts with orbital data centers, the TSM is still a bottleneck. And semi's and semiconductor manufacturing, you have a big advantage if you were ahead.” — Generating Alpha Podcast Wed, 08 Jul 2026 15:54:53 +0000 orbital compute Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings, not giant data ce https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ https://minutesof.com/q/c820070b-1b0a-4ec0-8beb-cdc237a3f357/ “It's eight feet high. It's four feet deep, three feet wide. It's racks in space and SpaceX has showed you an illustration and it's a rack.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 orbital compute Baker describes orbital compute as Blackwell-sized racks in space with 500-foot solar wings in sun-synchronous https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ https://minutesof.com/q/0cb5c25b-cad5-4779-a19e-387ba516f38c/ “It has these solar wings that are probably 500 feet long on each side. You keep it in a sun synchronous orbit.” — Invest Like the Best Wed, 20 May 2026 08:00:00 +0000 orbital compute