Based on Gavin's assumptions and projections, a significant cost disparity is anticipated between orbital AI compute and terrestrial, Earth-based AI compute. This outcome is contingent on Starship achieving rapid and reliable reusability. Under these conditions, space-based AI compute is expected to be overwhelmingly cheaper, making it "no contest" in terms of cost. The speaker emphasizes this is not a slight cost difference but a monumental gap, potentially amounting to tens of billions of dollars.