How SpaceBilt Builds Space Data Centers & Lunar Factories | Dennis Wingo | #2 скачать в хорошем качестве

How SpaceBilt Builds Space Data Centers & Lunar Factories | Dennis Wingo | #2

How does SpaceBilt address the thermal physics constraints blocking gigawatt-scale orbital infrastructure? In this episode of Space Terminal, Dennis Wingo, Founder of SpaceBilt, details the engineering economics behind in-space assembly and manufacturing (ISAM). This technical deep-dive covers the transition from cost-plus government contracting to commercial space logistics, revealing why AI data centers lose $5 per $1 of revenue and how lunar 10⁻¹² torr vacuum enables continuous industrial processing impossible on Earth. Key Technical Insights: Thermal Management Physics: 1m² radiator per 350W dissipated. 1GW data center requires square kilometers of solar panels and radiators. ISAM Cost Function: Spacecraft cost scales exponentially with aperture. Viasat's $400M antenna failure validates in-space assembly economics. Lunar Vacuum Advantage: Moon's 10⁻¹² torr (vs ISS 10⁻⁵ torr) enables batch-to-continuous processing for vacuum-dependent manufacturing. GTM & Market Analysis: Customer Base: DoD contracts, world's first lunar data center (commercial), 500TB ISS server (July 2025), multi-constellation laser comms terminals (March 2027). Business Model: Transitioning from cost-plus (7-9% margins incentivize cost inflation) to commercial ISAM: "Henry Ford-izing space" via mass production unit economics. Profitability Framework: Dr. John Mankins' "first dollar of revenue" NPV model. Space data centers start small, support existing businesses before gigawatt scale. Chapters: 00:00 Intro 01:14 Why Space Logistics 01:51 What Survived from Old Space 04:11 Selling MEV patent to Northrop 04:56 500TB Server to ISS Strategy 07:43 DoD Customers & Moon Data Centers 09:01 Revenue Scales With Aperture 11:26 Profitability Model 12:15 Block Buying 10 Nuclear Reactors 13:54 Thermal Physics 18:11 Why Is Radiation Hardening Mission Critical 19:15 Why Is Thermal Management Mission Critical 20:32 Aperture Cost Function 21:16 Viasat's $400M Antenna Failure 21:38 Insurance & ISAM 22:00 The Engineering Challenge 22:51 Volume Limited Rockets & ISAM Scale 24:20 Henry Ford-izing Space Manufacturing 25:10 Moon Rush: Platinum vs Vacuum 25:44 Limited Terrestrial Resources 26:23 10⁻¹² Torr Lunar Advantage 27:13 Batch to Continuous Processing 28:57 Ukraine, Russia, India, China: War vs. Space 30:41 Aldrin Cyclers & Nuclear Propulsion 32:40 Saturn V vs Starship Comparison 33:44 Cost-Plus: How SLS Hit $5B 36:04 Pierre Thuot Grabbed Satellite In Space 37:11 Cheaper to Fly than Test 38:57 Only the Insane Survive 40:41 Tony Tether's Fourth Launch Buy 42:05 SpaceBilt's Q1 2026 Milestones 42:49 Contact: dwingo@spacebilt.com SpaceBilt Product Roadmap: 500TB Server (March 2025 delivery, July 2025 ISS flight): Advanced computing in LEO environment Axiom Space Partnership (November 2025): 2nd gen server deployment inside commercial module Multi-Constellation Laser Comms Node (March 2027): First cross-constellation optical relay at ISS Subject Matter Expert: Dennis Wingo sold a Mission Extension Vehicle patent to Northrop Grumman, delivered the world's first data center to the moon, and is deploying a 500TB server to ISS in July 2025. About Space Terminal: Space Terminal is a frontier technology intelligence podcast for AFWERX, USSF, and venture capital partners (Sequoia, A16Z, Founders Fund). We extract proprietary data from the founders of Starlink, Planet Labs, Lockheed Martin, and L3Harris. Connect with Dennis Wingo, SpaceBilt: → Email: https://www.spacebilt.com/ → Company:   / spacebilt   Connect with Imagining Forward: → Intelligence: https://imaginingforward.space → Newsletter: https://imagining-forward.beehiiv.com/ #SpaceTech #DeepTech #InSpaceManufacturing #VentureCapital #DefenseInnovation #SpaceBilt #ISAM #OrbitalDataCenters #ThermalPhysics #NuclearPropulsion #LunarEconomy #CostPlusContracting #SpaceLogistics #RadiationHardening