With SpaceX making it possible to cheaply deploy orbital based data centers, what happens to land-based ones? Gavin Baker, early SpaceX investor and CIO of Atreides, has a take. We're in a severe compute shortage. Terrestrial data centers aren't going anywhere, but in 10-20 years, most of it could be happening in orbit. Buying and holding SpaceX even with the crazy valuation is a bet that this will happen.(Lark Davis)