Full interview with
@shaunmmaguire of
@sequoia on
@SpaceX IPO.
"Orbital compute will be the lowest cost provider of inference compute by at least a factor of three over large scale terrestrial compute. As we've learned in any commodity industry, if you're the lowest cost provider, you are going to crush."
We discuss:
- the growth trajectory and why retail will likely understand this company better than Wall Street does.
- Starship and why it's more technically derisked than the public realizes
- orbital compute, an inevitability
- thermal engineering advantages
- his view on why meaningful launch competition is at least a decade away
- why Starlink and direct-to-cell will make SpaceX the world's lowest-cost broadband and mobile provider
👇