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.