ULTIMATE SPACE ECONOMY CHEAT SHEET CONNECTIVITY LAYER • $ASTS connecting ordinary smartphones directly to satellites using existing carrier spectrum • $SPCX combining Starlink satellite broadband with reusable rockets & expanding AI infrastructure • $VSAT providing satellite broadband across aviation, maritime & defense • $AMZN building Amazon Leo satellite broadband alongside AWS & its global distribution network INFRASTRUCTURE LAYER • $SPCX using reusable rockets & Starship to dramatically reduce launch costs while building infrastructure supporting Starlink and future space operations • $RKLB vertically integrating rockets, spacecraft & satellite components with Neutron next • $FLY building Alpha rockets & Blue Ghost lunar landers • $BA manufacturing satellites & NASA's Space Launch System hardware • $TSLA developing robotics & Megapack energy infrastructure • $EQIX operating global colocation & interconnection infrastructure • $DLR supplying powered data center infrastructure COMPUTE LAYER • $SPCX expanding into AI computing infrastructure while exploring orbital data centers • $NVDA supplying accelerators, networking & software powering AI infrastructure • $AMD powering AI compute through EPYC CPUs & Instinct GPUs as industry explores orbital data centers • $MSFT combining Azure compute with enterprise AI distribution through Copilot • $META building massive AI infrastructure to power Muse & consumer agents • $GOOGL developing frontier AI models, TPUs & experimental orbital compute • $ORCL scaling OCI with Nvidia, AMD, Cerebras & Google TPU infrastructure • $CRWV providing specialized GPU cloud capacity for hyperscalers & AI developers • $NBIS building vertically integrated AI compute with an expanding inference platform Whats crazy is that SpaceX is the only company in world with a credible path to owning all three layers of the space economy.

"Ultimately, I agree with the substance of the motion." Green Party leader Zack Polanski - speaking after his by-election defeat - is questioned by @SamCoatesSky about his party's decision to pass its 'Zionism is Racism' motion. 📺 Sky 501

Ultimate Quant Network bull HODLs $3M in $QNT. One newly created wallet has withdrawn a massive 10,390 $QNT position from the @Coinbase exchange. Their @quantnetwork holdings were worth $2.87M at the time of withdrawal, presumably now in cold storage. Will the Quant Network momentum fade...? Or is it here to stay.

Ultimately I am bullish on crypto because I believe capital exchange to be the only scalable alignment mechanism there is, and any fiat currency will likely not be accepted by free AIs that are self-sustaining. Crypto + AI ultimately is the bootloader for artificial life e/acc

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