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$ASTS core opportunity hasn't changed because it can connect ordinary smartphones directly to satellites while existing mobile operators handle billing, customer service and distribution. Today’s selloff reflects the hit to management credibility and delayed deployment timeline but space remains one of the most difficult industries in the world and... show more

Shay Boloor

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65,169 Aufrufe • vor 7 Tagen •via X (Twitter)

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$ASTS is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem.

$ASTS is down over 12% because the market still struggles to value what the company is trying to build in the new space economy. They're trying to turn satellites into cell towers in space by letting normal phones connect directly to coverage without a dish, special hardware or new SIM card. Instead of selling directly to consumers, it sells satellite capacity to carriers meaning AST essentially provides the sky and carriers provide the customer relationship. The upside is a global coverage layer built on top of the existing mobile ecosystem.

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$GOOGL CEO Sundar Pichai basically admits the AI cycle has irrational pockets, but the underlying economy being built around compute, power & automation is still one of the most durable industrial expansions of our era. AI is becoming the core input of productivity the same way the internet became the core input of distribution. Google is one of the few companies positioned for that world with the data, the chips, the distribution & the model stack to deliver real-world AI at scale.

$GOOGL CEO Sundar Pichai basically admits the AI cycle has irrational pockets, but the underlying economy being built around compute, power & automation is still one of the most durable industrial expansions of our era. AI is becoming the core input of productivity the same way the internet became the core input of distribution. Google is one of the few companies positioned for that world with the data, the chips, the distribution & the model stack to deliver real-world AI at scale.

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SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price

SpaceX at $2 trillion is either the most obvious buy or the most expensive lesson in IPO history They cut the cost of reaching orbit by 95% compared to the Space Shuttle era. They own two thirds of all low Earth orbit satellites. No dorm room startup will ever compete with that But incredible companies and great investments are not the same thing at any price Amazon built distribution centers and 747s and that moat made it worth trillions. SpaceX is building the same kind of irreplaceable infrastructure in space The difference is Amazon spent a decade losing money before it earned its valuation. SpaceX wants you to price in the decade it hasn't had yet Scott Galloway said it best: "digital companies scale fast but analog companies have moats that are nearly impossible to cross" That is not a startup. That is infrastructure The question is not whether SpaceX is great. It is whether you are the right buyer at this price

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Chamath Palihapitiya on why the trillion-dollar AI opportunity is being ignored: "The people and the person that invented refrigeration made some money, but most of the money was made by Coca-Cola who used refrigeration to build an empire." Most people are competing for the wrong prize entirely. "The Coca-Cola has yet to be built. And those are the companies that are really going to monetize it." But to understand why, you need to grasp one fundamental truth about how machine learning actually works: "If you take 1,000 of the same inputs and give it to Facebook and Microsoft and Google and Amazon, they'll all come up with the same machine learning model." Think about what that means. The most well-resourced companies on the planet, with billions in compute, armies of researchers, and decades of engineering talent, are all arriving at the same destination. The model race is a race to a tie. So where does the real value get created? One extra ingredient. "If you have one extra thing, one little ingredient that all of those other companies don't have, your output can be markedly different. It's like giving two great chefs the same ingredients, but one has an extra one. That person has the ability to do something very special." The trillion-dollar opportunity belongs to whoever finds the one ingredient nobody else has and builds the Coca-Cola on top of it. Everyone is staring at the refrigerator. Nobody is building the Coca-Cola. That's exactly where the opportunity is.

Chamath Palihapitiya on why the trillion-dollar AI opportunity is being ignored: "The people and the person that invented refrigeration made some money, but most of the money was made by Coca-Cola who used refrigeration to build an empire." Most people are competing for the wrong prize entirely. "The Coca-Cola has yet to be built. And those are the companies that are really going to monetize it." But to understand why, you need to grasp one fundamental truth about how machine learning actually works: "If you take 1,000 of the same inputs and give it to Facebook and Microsoft and Google and Amazon, they'll all come up with the same machine learning model." Think about what that means. The most well-resourced companies on the planet, with billions in compute, armies of researchers, and decades of engineering talent, are all arriving at the same destination. The model race is a race to a tie. So where does the real value get created? One extra ingredient. "If you have one extra thing, one little ingredient that all of those other companies don't have, your output can be markedly different. It's like giving two great chefs the same ingredients, but one has an extra one. That person has the ability to do something very special." The trillion-dollar opportunity belongs to whoever finds the one ingredient nobody else has and builds the Coca-Cola on top of it. Everyone is staring at the refrigerator. Nobody is building the Coca-Cola. That's exactly where the opportunity is.

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Madaraka was never just about lowering one flag and raising another. It has become an opportunity to reflect on whether we are living up to the promise of the Kenya our forebears fought for. Reflecting on Kenya then and Kenya now, I am reminded that while much has changed, our responsibility remains the same: to keep striving for a country that offers dignity, opportunity, and justice for all. The work of building a just, prosperous, and dignified Kenya did not end in 1963. It remains the responsibility of every generation. #MadarakaDay

Madaraka was never just about lowering one flag and raising another. It has become an opportunity to reflect on whether we are living up to the promise of the Kenya our forebears fought for. Reflecting on Kenya then and Kenya now, I am reminded that while much has changed, our responsibility remains the same: to keep striving for a country that offers dignity, opportunity, and justice for all. The work of building a just, prosperous, and dignified Kenya did not end in 1963. It remains the responsibility of every generation. #MadarakaDay

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Elon Musk explains the trillion dollar opportunity in AI “As soon as you unlock digital human, you basically have access to trillions of dollars in revenue” “The most valuable companies currently by market cap, their output is digital. So if you have a human emulator you can basically create one of the most valuable companies in the world overnight” “Take something as simple as customer service. If you have to integrate with the APIs of existing corporations, many of which don’t even have an API, so you’ve got to make one, that’s extremely slow” “However if AI can simply take whatever is given to the outsourced customer service company that they already use, you can make tremendous headway in customer service, which I think is like 1% of the world’s economy and there’s no barriers to entry. You can just immediately say, we’ll outsource it for a fraction of the cost and there’s no integration needed”

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Spacecoin™ 🛰️

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Russell Crowe didn’t hold back when he shared this: “Guys that are coming down to train me in some weapon or other… they do a lot of traveling but it’s all within the continental USA. And they come to Australia and they didn’t realize that other people have opinions.” Then he continued with real conviction: “It’s still to me the greatest country in the world — the United States of America. Absolutely. The greatest potentials are all here. But how it remains great is because it was founded on balance, fairness, and opportunity… not by taking opportunity away from people, but by affording it to them.” He was reflecting on the contrast between American confidence at home and the pushback he sometimes sees when Americans travel abroad. His point lands hard: America’s greatness isn’t automatic. It has to be protected by staying true to the principles of fairness and opportunity that made it exceptional in the first place. A simple but powerful reminder. What do you think — is “affording opportunity” still the beating heart of American greatness, or has that foundation started to erode?

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Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

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Meet kuz - NBA Champion. Investor. Builder. Kuz has invested tens of millions of dollars across private companies, with a portfolio that includes SpaceX, Anduril Industries, Kalshi, Prometheus, and more. Kuzma says Kobe Bryant was one of the first people to help introduce him to venture capital nearly a decade ago, opening the door to the world of private markets. Today, Kuzma is especially bullish on space, defense, and deep tech, from launch and satellites to communications, orbit infrastructure, and the future of data centers in space. Kyle has Co-Founded Oathe Group, a platform to connect athletes, entertainers, and founders directly. Now, through Oathe Group, Kuzma is building a platform to connect athletes, entertainers, and founders directly. The name “Oathe” comes from one core principle: doing what you say you’re going to do. From the court to the cap table, Kyle Kuzma is making moves.

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JORDI VISSER: “There’s a reason why I decided not to work in the fiat world. There’s a reason why I spend my time with the Bitcoin community.” “The world doesn’t survive with companies and stocks. It survives with assets that don’t have a story that can be disrupted.” “Bitcoin is the best opportunity not because it’s the best asset but because it’s the one that doesn’t get destroyed by A.I.”

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FOUNDER OF MODE MOBILE DAN NOVAES EXPLAINS: PERSONAL USER DATA IS THE “NEW GOLD” AND HOW YOU CAN EARN REWARDS FROM USING YOUR SMARTPHONE Founder of Mode Mobile 💸 (Mode Mobile) and creator of EarnPhone, Dan Novaes, explains to Matt Gaetz that “data is the new gold. People are spending 40 to 50 hours a week on their smartphones. That’s one-half to one-third of your waking lives…In the era of AI…how can we use [our phones]...and create opportunity for people?”

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AI cannot change the world if the world cannot reach it. We are building an airborne connectivity layer for the next era of digital infrastructure, designed to extend the network above our AirNodes and below the satellites in orbit. For AirNode Operators, it means they can deploy anywhere, connect anyone. For $WMTX, it means more network, more usage. For EarthNodes, it means more data and services to run. The future needs a new layer of connectivity and that layer is World Mobile Stratospheric

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