Amy

@_SFTahoe • 22,619 subscribers

TSLA investor, After IPO 2010–present. B787 FO. If there isn’t a blue check—it isn’t me.

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SPACEX’S STARLINK As a B787 pilot, it pains me when posts about aviation are this wrong on every detail & every conclusion. Starlink is the best option for airliners. Amazon is a distant second. ♦️ BEST-IN-CLASS Starlink Aviation already uses proven flat phased-array antennas — no gimbals, no moving parts. Amazon’s is the same tech, not different or better. ♦️ TWO > ONE The speed claims are way off. Starlink’s real-world performance on airlines already beats Amazon’s unproven promises. There is no 250 Mbps cap. And one larger antenna isn’t automatically superior — its wider profile creates more aerodynamic drag than Starlink’s two smaller inline antennas. Two antennas also give dispatch reliability: if one fails, Wi-Fi still works. Starlink installs are famously quick and reliable. ♦️ GLOBAL SERVICE Major airlines are global operations, I cross 80 time zones every month — the size of the constellation is the differentiator. Coverage dead zones mean I don’t get real-time updated turbulence plots or full-storm radar maps in the flight deck. Saying the antenna is THE bottleneck doesn’t make it true. A Wi-Fi antenna with no signal from satellites is just useless dead weight. Check out the gaps on the Amazon constellation below. ♦️ MARKETING HYPE The AWS private interconnect is a marketing bullet, but nothing an airliner actually needs. Compute for the plane sits on the plane. Operational data exchange is heavily regulated and runs on dedicated satcom datalinks (ACARS and CPDLC). Looping AWS in adds zero safety benefit and simply creates another potential hacker entry point. As for analytics — airlines already excel at that on the ground where it belongs. ♦️ LOCKED-IN? Long-term lock-in to a single cloud provider is a disadvantage to many. Delta clearly got a discount on the AWS today to bundle in the promise of Wi-Fi tomorrow. But what happens once the introductory discounts disappear and Delta gave up all leverage? Starlink is delivering today at global scale. Amazon is still selling PowerPoint slides. Facts matter in aviation. Videos - Left: Starlink satellites Right: Amazon satellites

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Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

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JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

1,015,968 görüntüleme • 3 yıl önce

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

The difference between a Harvard Business School student and a Founder. HBS STUDENT: Lists all the reasons AI Space Compute is hard. FOUNDER: “ I don't disagree with you that building data centers in space is hard. Building data centers in space is extremely hard. . . If you think [demand] is going to double in the next three years - demand for energy from just data centers - and then double in the next three years after that, and then double in the next three years after that, then: We don’t have a choice. We literally have to put data centers in space. So we have to figure this stuff out.” Philip Johnston Starcloud Founders solve problems. Founders KNOW it will be HARD and do it anyway because it simply NEEDS TO BE DONE. That is founder mindset - and that mindset is what Harvard Business School can’t teach.

19,909 görüntüleme • 3 ay önce

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