Why would satellites be manufactured on the moon? There's nothing on the moon. The raw materials would have to be ferried over first. What would be the point?
It would appeal to naive technofetishists, the same crowd of investors enamored by many of Elon's other impossible schemes.
The moon mfg makes significantly more sense than the hilarious plan to establish a permanent Mars base in the next 50 years, but that's not saying much.
> Why would satellites be manufactured on the moon? There's nothing on the moon. The raw materials would have to be ferried over first. What would be the point?
From lunar regolith you would extract: oxygen, iron, aluminum, titanium, silicon, calcium, and magnesium.
From the poles you can get fuel (water ice -> water + hydrogen + oxygen).
The real constraint is not materials, but rather power generation, automation reliability, and initial capital investment.
So you have to shuttle machines, energy systems, and electronics.
The moon can supply mass, oxygen, fuel, and structure.
Satellites that would benefit most are: huge comms platforms, space-based power satellites, large radar arrays, deep-space telescopes, etc.
It's solvents, lubricants, cooling, and all the other boring industrial components and feedstocks that people seem to forget exist. Just because raw materials exist in lunar regolith doesn't mean much if you can't actually smelt and refine it into useful forms.
This is the big one - Musk knows that if he convinces enough people, they will invest the billions / trillions necessary, making him stupendously rich.
But anyone investing in that is... not a good investor, to be politically correct, because what's the expected return on investment? Who are the customers? What is the monetization? Or bar that, how does it benefit humanity?
It's throwing money down the drain. If you're an investor and are considering this, consider investing in earth instead. Real projects with real benefits. There's enough money to fix hunger, poverty, housing, education, and everything. Enough money to buy and / or fund politicians to make the necessary changes.
> There's enough money to fix hunger, poverty, housing, education, and everything. Enough money to buy and / or fund politicians to make the necessary changes.
Perhaps. But I can also see someone wanting to use their money to fund space exploration because it is more exciting.
As an aside, I strongly suspect that to solve the problems you think are more worthy, it isn't money that is the problem, but rather social, structural, cultural, and other issues mostly.
If you successfully solve hunger, poverty, housing, education, etc. Then humanity will back you doing whatever billionaire space or submarine shit you want.
Trying to do billionaire space shit while there is extreme poverty is a dangerous game imo; but I guess flaunting their wealth hasn't had any consequences so far.
Power would almost certainly mostly come from solar panels. The SpaceX-xAI press release mentions using mass drivers which are electrically powered. Could make Hydrogen-Oxygen rocket fuel but not needed in Moon's lower gravity/thin atmosphere.