Perspective
Strategic observations on space, telecommunications, sovereignty, infrastructure convergence and the conditions that allow enduring businesses to be built.
Satellite and mobile operators are building new partnerships and competing business models. Commercial success will depend on spectrum access, deployment costs, distribution and who owns the customer relationship.
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Spectrum rights and national policy influence who can enter a market, which partnerships are viable and how much control governments and operators retain over critical communications.
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Deploying AI beyond the data center requires reliable communications alongside compute and power. The investment opportunity lies in identifying which constraints customers will pay to resolve.
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Technical progress must translate into customer commitments, achievable milestones and a financeable business. Aligning those elements is a central challenge for founders, boards and investors.
Explore on LinkedIn →These are the conversations I find most valuable. If you are working at the intersection of any of these themes, I would welcome the exchange.