Sending datacenters into orbit | E2203

46 snips

Nov 3, 2025

Lon Harris, an editorial director and media commentator, dives into exciting discussions on the potential of AI-powered datacenters in orbit. He explores the implications of StarCloud's recent launch and whether Wi-Fi really works in space. The conversation shifts to Netflix's interest in Warner Bros, with insights on how acquiring CNN could transform their news strategy. Plus, there's a fun segment on favorite Nazi hunter films, revealing how storytelling uses villains for deeper narratives. A blend of industry insight and entertaining anecdotes!

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INSIGHT

LLMs As First-Line Health Sources

Jason argues he'd consult multiple LLMs over individual doctors for many health questions today.
He frames this as an inevitable shift as models improve and people prioritize aggregated AI answers.

ADVICE

Treat Compute Commitments With Skepticism

Jason advises caution about treating OpenAI's compute commitments as fully guaranteed until contract details surface.
He suggests waiting for official disclosures to judge how binding those multi-hundred-billion commitments are.

INSIGHT

Timing Turns Commitments Into Risk

Jason models a scenario where spending outpaces revenue causing rapid cash burn on IPO proceeds.
He highlights how timing of deployment changes how quickly capital would be consumed.

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Today’s show:

*Starcloud has started sending AI chips into orbit. So is this where the datacenters the power AI will one day live? And does wifi work in the vacuum of space? We’re asking the TOUGH questions.

PLUS Jason and Alex are doing a deep dive on all this week’s OpenAI news. Will they ever be able to pay back all these GPU purchases? What happens to the wider economy on the off chance they don’t thrive? And what’s with these rumors that ChatGPT has stopped giving medical or legal advice?

All that and a look at TrustMRR (and why Jason advises you not to publicly share your Stripe), why Jason thinks Netflix should buy CNN, our hosts favorite Nazi hunter movies, and MORE.

Timestamps:

(0:00) Would you trust an LLM with your health?

(2:08) Jason is bringing Founder U to The Kingdom AND Japan, so he’s streaming in today live from Riyadh

(4:20) Jason’s guide to mastering international travel. (Shoutout to Whoop)

(5:05) Are the big AI companies going TOO HARD on GPUs? And does this matter?

(11:30) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST

(14:53) What happens to the wider economy if ChatGPT FAILS? Who gets hit by the “contagion”?

(18:22) Jason’s more likely scenario: What if ChatGPT becomes just one player in a larger market?

(21:22) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.

(23:57) ChatGPT can still give you general health and legal advice… just not a full diagnosis

(31:57) Nexos.ai Stop Shadow AI in its tracks with the unified platform for secure AI adoption and productivity. Try it with a free 14-day trial at https://nexos.ai/twist.

(33:09) TrustMRR and startups sharing their Stripe data… Why Jason says total transparency might be too much

(38:35) We’re really sending datacenters to space! Starcloud made it happen.

(41:02) Does wifi work in space? A TWiST investigation…

(47:01) Checking in with Polymarkets on the NYC mayoral election and the government shutdown

(53:09) Legal AI startup Legora (from Sweden) is now a unicorn… why this niche is growing so fast

(58:14) Netflix wants to buy WBD… Here’s why our hosts think they should keep CNN.

(1:07:58) BUT WE DIGRESS: Lon and Jason’s favorite Nazi hunter movies

(1:10:25) Founder Q’s! The best way to track runway and burn rate for early stage companies.

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Nexos.ai Stop Shadow AI in its tracks with the unified platform for secure AI adoption and productivity. Try it with a free 14-day trial at https://nexos.ai/twist.