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The $10B Satellite Empire Putting AI in Orbit, Why Chips Beat Rockets & China's #1 Open Model | EP #266

This episode is about the collision of Earth intelligence, orbital compute, Chinese open-weight AI, and a new wave of space infrastructure. The big idea is that “large earth models” and “project Suncatcher” are turning space data and space compute into core AI primitives. Get acc ... Show more

. 2h 26min

SpaceX IPOs at $2.89T Market Cap, US Govt Suspends Fable & Mythos 5, Altman Delays OpenAI’s IPO | EP #265

This episode is about three huge shifts: SpaceX’s record IPO and the rise of trillionaire-scale capital, the U.S. government’s direct intervention in frontier AI access, and OpenAI’s move toward agentic self-direction with Codex. Get access to metatrends 10+ years before anyone e ... Show more

. 2h 1min

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