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Outliers Space Briefing #2

Outliers Space Briefing #2

A networking company is using Starlink to enable companies to link to remote sites without going through the public internet. MTN’s services transfer data through a terrestrial backbone leased from major carriers once data transmitted from a customer’s Starlink...
Outliers Space Briefing #1

Outliers Space Briefing #1

The next space race will be won at night. NASA’s recent Fission Surface Power program aims to launch a fission reactor to the nuclear South Pole by 2030. Experts argue that the U.S. can’t afford to wait until 2030 given China’s strides and past successes in long-term...
Case Study: Direct-to-Device Low Earth Orbit Revolution

Case Study: Direct-to-Device Low Earth Orbit Revolution

Unit Economics of Satellite-Cellular Convergence: Cost-per-Subscriber Analysis Across the D2D LEO Stack The North Star Metric: Fully-Loaded Subscriber Economics In direct-to-device (D2D) LEO economics, the single most important KPI is: Fully-Loaded Cost per Subscriber...
Anduril Industries – The $30.5B Defense Revolution

Anduril Industries – The $30.5B Defense Revolution

When Silicon Valley Meets the Pentagon: How Palmer Luckey Built America’s Next Defense Giant Executive Summary What is Anduril Industries? Anduril represents Silicon Valley’s boldest assault on the Pentagon’s trillion-dollar procurement machine,...
Building AGI Through Industrial Mobilization

Building AGI Through Industrial Mobilization

When Trillion-Dollar Training Runs Meet Manhattan Project Economics Executive Summary What drives artificial general intelligence economics? We’re witnessing humanity’s largest coordinated industrial effort, demanding unprecedented capital allocation,...
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