SpaceX
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Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle
Amazon’s Globalstar acquisition is being framed as Amazon versus SpaceX, but I think the real story is about Apple.
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An Interview with Gregory Allen About Anthropic and the U.S. Government
An interview with Gregory Allen about Anthropic’s dispute with the U.S. government.
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SpaceX Buys More Spectrum, SpaceX’s Pivot, Why Apple and SpaceX Should Partner
SpaceX buys the spectrum it needs to be a standalone mobile carrier; the company should partner with Apple to deliver truly differentiated experiences.
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The OpenAI Hype Cycle, Microsoft’s Game Pass Failure, Verizon’s Satellites
OpenAI’s DevDay evolution mirrors the hype cycle; Microsoft’s Game Pass price raise is an admission of failure; and Verizon decides it doesn’t want to be under the thumb of SpaceX.
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SpaceX Buys Spectrum, Spectrum Specifics, SpaceX’s Big Bet
SpaceX just made a huge deal for spectrum, but they will still need partners; the real goal is knocking competition out of the game.
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President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk’s Triumph
President Trump is once again president-elect; the best way to figure out the effect his administration will have on tech is to look at the policies of his first administration. Then, Elon goes all in and wins, and changes how we should think about the Twitter acquisition.
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Elon Dreams and Bitter Lessons
SpaceX’s triumph is downstream of a dream and getting the cost structure necessary to make it happen; Elon Musk is trying the same approach for Tesla self-driving cars
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Tesla’s Robotaxi Event, Tesla Self-Driving 12.5 Experience, Starlink and Airlines
Tesla has a Robotaxi event, and its current self-driving software is impressive. It’s still Level 2, though, and has a long way to go to match Waymo. Starlink, meanwhile, is an example of how Musk alters market structure to win.
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An Interview with Gregory Allen About Transforming U.S. Defense
An interview with Gregory Allen about U.S. defense and the role that tech plays in overhauling what is a very dysfunctional process.
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An Interview with Craig Moffett About Apple and Telecoms
An interview with Craig Moffett about how the iPhone changed the telecoms industry, Apple’s outlook in the age of AI, and how the TV situation has gone from bad to worse.