Starlink

“And by the way, the initial defense of Ukraine would not have worked without Starlink.”

“If we really are talking about companies that are going to get to some level of AGI such that they're going to be, you know, not just multi-trillions, but potentially larger than that. If we're talking about how Starlink and, you know, the kind of assets being…”

“There's, like, basically three existing markets in space tech. There's rockets, right? Like, getting things up and down, which obviously SpaceX dominates. There's taking pictures from space and That's actually, like, pretty big market, like, forty billion doll…”

“The truth is SpaceX, it's just such an amazing achievement that even if your, what was your largest customer, interestingly, is now no longer your largest customer because Starling is such a big business.”

“It's the definition of a great, I mean, definition of a great business is when your customers can hate you and still do business with you.”

“We we're serving one of the largest agricultural conglomerates in the US on herd safety. So actually like monitoring risk factors. When should you send a vet for their herd of cows basically? And that whole process relies us on us actually sending forward depl…”

“I think Starlink will be the vast portion of the value. The value, I don't think data centers in space will be a meaningful percentage of revenue.”