Starcloud CEO @PhilipJohnston joins us at the @NYSE to chat their $250M round and orbital data centers. "I think we really are talking about by far the largest market opportunity ever." "We had Dylan Patel a few weeks ago saying that by 2040, half of all new compute capacity would be orbital. So we're talking about on the order of $1T a year in new capex spend by 2040." "I think it's unlikely that that will be a monopoly. That sounds surprising to me. I mean, if nothing else, that is a big enough incentive for people to get their act together on building launch vehicles." Full interview, we covered: - NVIDIA and Cisco participation - What Starcloud builds in-house vs. outsource - The launch constraint issue - Competing with SpaceX - Starship - Impact of open source models - Impact of lower cost per token - Storytelling philosophy - Data centers at sea With @itsmoislam