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 though, K3's advantage is that it's big.
Now the big question is whether GLM and DeepSeek can train a really big model. If they can, it'll be pretty bad for Moonshot.
"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
Ultimately, we'll land at an email-like system for managing agents.
Message out, handle results in the inbox.
If you treat them like coworkers, you should work with them like you do with coworkers.
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
ULTIMATE 911 - SEPTEMBER 11, 2001, THREAD
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Ultimately, the Clarity Act is postponed.
The FED has done an interest rate hike.
The markets were expecting to see a sharp drop taking place on #Bitcoin#.
And what happened?
The markets are still at $76,500.