Full interview with @CesiumAstro CEO @Shey_Sabripour on phased arrays, satellites, and the race to build one integrated information grid (live from @NYSE). Earlier this year, Cesium announced a $470 million Series C with a Series D on its way. "People hear big numbers like 30,000 satellites or a million satellites like, 'Oh my God... everything's going to be done with one company.' And our customers are telling us otherwise." "We are at the beginning of the space economy. We really are... it's like the 1980s of personal computers." We discuss: – 850 people, 14 locations, and the moment of scale – A Series D "by a factor of two at least" – Why vertical integration (and why not for its own sake) – Space, ground, and AI as one optimized network – A ~$50B pipeline – Where Cesium fits next to Starlink and Amazon Leo – IPO or stay private? CC: @JackKuhr