I read the entire SpaceX prospectus this week. All of it. I really don’t post about stocks. But one line in there stopped me, and I want to walk through why. The company that made it cheap to reach orbit is now renting out computing power to an AI lab. Around 325,000 chips. About 1.25 billion dollars a month. Here’s what I mean by that, because it sounds smaller than it is. The rocket company didn’t build that compute to rent it out. It built it for itself. The capacity was just sitting there, rival AI labs were desperate for it, and they were willing to pay monthly rent for the spare. So almost by accident, a rocket company became a landlord for the AI race. Once I saw that, I couldn’t unsee it. The same move shows up all over the filing, just at wildly different stages of being real: •Phones connecting straight to satellites. Live today, around 7 million devices, actual revenue coming in. •A chip factory effort with Tesla and Intel, meant to wean them off NVIDIA. Read closely though and it’s just a framework right now, no real plan attached. •Data centers floating in space, running on solar power. These do not exist anywhere. Yet. •The Moon as a power source for computing. (Yes, that is genuinely in the document.) Let me explain why I’m listing them like that. The easy thing is to get dazzled and treat all four as one inevitable future. They’re not the same thing at all. One has customers paying this month. One is a single sentence in a prospectus. If you value them the same way, you’re not analyzing anything. You’re just a fan. But here’s the deeper point underneath it. The real bottleneck in AI stopped being smarter models a while ago. It’s physical now: chips, power, the buildings to house them, the ability to actually put things in orbit. And whoever controls that physical layer gets paid no matter which AI model ends up winning. You don’t have to bet on the right horse if you own the track. Now let me step back, because there’s a part of this that has nothing to do with spreadsheets. Strip away the valuation and what the filing really describes is one company trying to do several of the hardest things humans have ever attempted, all at the same time. Cheaper access to space. Connecting everyone on Earth. Powering the whole AI era. And then, eventually, getting us off this one planet we’ve got. I can pick apart what’s real and what’s a daydream all day, and I just did. But what I actually mean, when it comes down to it, is simpler than the analysis. I’d rather live in a world where somebody is seriously swinging at all of it than one where nobody bothers. Anyway. That’s why I broke my own rule and wrote this. Never really about the stock. What do you think is overhyped here, and what is everyone ignoring?. #AI #SpaceX #Infrastructure #Compute #FrontierTech #spcx

Granite Fellows is back for 2026, and we're looking for trailblazers shaping what's next in AI. Fellows get direct access to investors, leading tech companies, and seasoned founders across one of the world's most dynamic startup ecosystems. Apply now: forms.gle/bb9Dr734BdWR8FSS6 #GraniteFellows #AIFounders #FrontierTech #AsiaTech

Ever wondered what lies beyond deep tech? I’m diving into the world of frontier tech—from Web3 and space exploration to longevity science. See where the future is heading. #FrontierTech #Web3 #DeepTech #Innovation #FutureTech

SpaceX (SPCX) isn’t just launching rockets - it’s redefining how investors value frontier‑tech infrastructure. #SmartInvestRadar #SpaceX #Starlink #IPO #ElonMusk #Aerospace #InvestmentAnalysis #FrontierTech #StockForecast #FinancialInsights aipt.lt/us-stocks/smart-inve…

Quantinuum debuts on Nasdaq with an above-range IPO, then fades to close near its offer price business-news-today.com/quan… $QNT #QNT #Quantinuum #QuantumComputing #IPO #Honeywell #DeepTech #Nasdaq #IonQ #FrontierTech #TechIPO

🚀 $SPCX — The biggest IPO you’re NOT ready for SpaceX is going public at $135/share, raising $75B and targeting a $1.75T valuation — on just $18.67B in 2025 revenue and a $4.94B loss. reuters ٢ That’s ~94x sales for a hardware‑heavy, capex‑hungry business. So the real question isn’t “bullish or bearish?” It’s: what exactly are you paying for at this price? 🧵 Here’s what I break down in my new data‑driven guide to the #SpaceXIPO 2026: 1️⃣ How $SPCX makes money today Launch contracts vs. recurring #Starlink revenue Why the business looks like a hybrid of #Aerospace #Telecom #Cloud 2️⃣ What a $1.75T valuation really implies $18.67B revenue in 2025, 33% YoY, but still deep in the red reuters ١ Why you’re paying venture‑style multiples for public‑market risk 3️⃣ The macro backdrop you can’t ignore Global #space economy hit $613B in 2024, 78% driven by commercial activity globenewswire ١ #LaunchServices market around $18.2B in 2025, growing ~10–11% annually imarcgroup 4️⃣ Who $SPCX is really competing with $RKLB at $602M revenue and 38% YoY growth, with a $1.85B backlog finance.yahoo ١ #BlueOrigin and legacy launch players trying to catch up on cadence and reuse 5️⃣ How serious investors can size the position Treat $SPCX as a high‑beta space‑economy proxy, not a “safe core” Build a dedicated sleeve for #Space and #FrontierTech risk instead of going all‑in If you care about: institutional‑grade numbers realistic risk scenarios and a clear framework to place $SPCX inside your portfolio …you’ll want to read the full breakdown. I’ve put everything into one long‑form guide on #SpaceX, #Starlink, the global #SpaceEconomy, and the IPO math behind $SPCX. 🔗 Link to the full article is in the first reply.

"Humanity and objective AI share the same future." #AI #GenAI #FrontierTech #TechDisruption #OpticalComputing #PhotonicsTech #SiliconPhotonics #NextGenChips #AlternativeEnergy

NVIDIA just dropped Cosmos 3. The first open foundation model that reasons about the physical world. And tells a robot how to move. We've had GPT for words. This is GPT for atoms. 🤖 #PhysicalAI #FrontierTech #Robotics #AI

Thank you, Minister @nsitharaman ji for your tremendous support and encouragement in advancing the #FrontierTech Charter. In an era of accelerating technology shifts, leadership becomes difficult once markets are already formed. That is why it is critical to understand the future, spot emerging trends early, and build the capabilities needed to shape them. Countries that do this well will not just participate in the next wave of technology — they will help define the rules of the game. Grateful for your continued leadership and guidance🙏 @nsitharamanoffc @NITIAayog

117 years later, India still has only one institution with the intellectual gravity of Indian Institute of Science. That tells you how hard world-class institution building really is. Credit rightly goes to Jamsetji Tata for the vision but also to the Maharaja of Mysore, who provided land, state support and political backing when few in colonial India could even imagine such an institution. And over decades, Karnataka itself became the ecosystem that allowed IISc to compound: scientific culture engineering talent public sector R&D HAL, ISRO, BEL, DRDO labs later the software and startup wave Factories can be built in years. Apps in months. But institutions that shape a nation’s scientific and technological trajectory take generations. Steel built industrial India. IISc helped build scientific India. #IISc #Bengaluru #Karnataka #India #DeepTech #Science #Research #Innovation #AI #Semiconductors #QuantumComputing #DefenseTech #ISRO #DRDO #StartupIndia #MakeInIndia #Engineering #Technology #JamsetjiTata #Mysore #IndianScience #TechIndia #InstitutionBuilding #FutureOfIndia #IndianStartups #ScientificIndia #NationalCapability #IndianEngineering #RAndD #FrontierTech

Goal should be a population of 60 cr by 2075, and 25 cr by 2100. The future belongs to nations building #GreatEconomy #FrontierTech, #Innovation, and #HardMilitary power — not to countries treating unchecked population growth like a national achievement!

Had a great day with the guys from Berkeley Frontier Fund. Thanks, Richard Chan, for bringing me along to meet some of the greatest builders in computing today. Total masterclass for me learning from the teams at @AtomComputing and Epia Neuro. Mind-blowing to see atomic physics and neurotech moving from sci-fi to scalable reality right before our eyes. 🧠⚡️@BFFfrontierfund #FrontierTech #QuantumComputing #Neurotech #DeepTech

It was a privilege to serve as a speaker alongside @FlavillaFongang, @ChristinaYZhang, Sana Khareghani, and Caroline O. on the "What's Working: #AI & #FrontierTech in Practice" panel at the @TechLondonAdv & @GlobalTechAdv, #TLAWomeninTech and #GTABlackWomenInTech - #WomenLeadingDeepTech Summit on 20 May at Vorboss London! My sincere thanks go to the organisers: @FlavillaFongang, @RussShaw1, Suki Fuller and Sarah Luxford for hosting such a powerful session with such brilliant women tech leaders and innovators.🙏 Key Insights: 👉 Responsible AI regulation should accelerate adoption by providing clarity and accountability, increasing innovation while protecting the most vulnerable in society and preventing an AI divide. To support this, agile infrastructure allows entrepreneurs, investors, and governments to "fail faster" and take better risks. 👉 True progress relies on the strategic alignment of government support, robust investment, skilled people, suitable infrastructure and innovation friendly regulation. Without this, equity remains theoretical. Currently, the primary barriers to impactful execution include clear & coherent regulatory frameworks, procurement, risk tolerance and execution frameworks. 👉 To overcome these barriers, we must foster “Smarter Ecosystems” where businesses and individuals can "intelligently matchmake" rather than engage in noisy, transactional networking. Ultimately, diverse leadership in AI, frontier tech and deep tech is not just an ideal, but a critical strategic necessity for the future of global technology that benefits the public good. #ResponsibleAI #WomeninDeepTech #WomeninAI #WomeninTech #FrontierTech @SciTechgovuk @LDNTechWeek

𝗜𝗩𝗖𝗔 𝗖𝗼𝘂𝗻𝗰𝗶𝗹𝘀 𝟮𝟬𝟮𝟲-𝟮𝟬𝟮𝟴 | 𝗗𝗲𝗲𝗽𝘁𝗲𝗰𝗵 𝗦𝗽𝗲𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗚𝗿𝗼𝘂𝗽 Following National Technology Day, the focus on strengthening India’s deeptech and innovation ecosystem continues to gain momentum across sectors such as defence, spacetech, AI, semiconductors, biotech, robotics, advanced manufacturing, and climate technologies. The Indian Venture and Alternate Capital Association (@IndianVCA) Deeptech Special Interest Group brings together investors, founders, research institutions, ecosystem leaders, and industry stakeholders to encourage greater collaboration, knowledge exchange, and long-term sector development. IVCA is pleased to announce the Deeptech Special Interest Group for 2026–2028: •@aniljoshi1, Founder and Managing Partner, @unicornindia • Arjun Rao, Partner, @SpecialeInvest • Ashish Taneja, Founding Partner, GrowX Ventures • Dr Manish Diwan, Head - Biofoundry, NCR Biotech Cluster and IVCOL, @BIRAC_2012 • Girish Shivani, Executive Director and Fund Manager, @YourNestVC • Manav Garg, General Partner, @scaletogether • @naganandd, Managing Partner, @IdeaspringCap • @NatMalupillai, Group CEO, IITM Research Park, Incubation Cell • Cdr Navneet Kaushik, Managing Partner, @JamwantVentures • Rahul Agarwal, Partner, @healthquad • @rituverma01, Co-Founder and Managing Partner, @ankurcapital • @sateesh_andra, Managing Partner, @EndiyaVC • @tcmsundaram, Founder and Vice Chairman, @ChirataeVC • @vinod_shankar, Founding Partner, @JavaCapital #IVCA #DeepTech #Innovation #AlternateCapital #FrontierTech

L.R. Fox was in foster care. For a period of time he was homeless. The librarian at his school told him, "you have every right to be a victim but you also have agency and control of your life if you choose to use it." The next year, at 15, Fox dropped out and at 17 started his first company. He sold that at 19, when he next started WhiteFox Defense, and subsequently started selling and investing in companies, leading to creating Fox's family office. Most allocators in his position would have followed the script: 60/40, a CIO, capital preservation, wait 30 years, then give. Fox threw the script out. After a near-fatal reaction to the COVID vaccine left him paralyzed and told he had six months to live, he made a decision: every dollar is a vote for the future you want to create. Not someday. Now. His playbook is the opposite of what most family offices do: → Short SaaS, long hardware. Hardware is hard — which means real moats and real returns. → Barbell the portfolio: frontier deep tech on one side (nuclear fusion, male birth control, reproductive health, defense), boring industrials on the other (banks, hospitals, service providers AI will reshape). → Skip the crowded biotech categories. Cancer, obesity, heart disease are over-funded. Reproductive and sexual health gets <1% of healthcare VC and affects every human alive. → Buy, hold, invest — or build. If the future you want doesn't exist yet, you assemble a team and make it exist. → Screen founders on grit, not IQ. Grit is 10x more predictive of success. And grit is a muscle built through adversity. His entire approach comes back to one question he asks about every investment: what will my grandkids take for granted that doesn't exist today? Then he works backward. Special shoutout to @MDB_CIO, @errikanderson, and @bonatsos mentioned in this episode. We’d like to thank @AlphaSenseInc for sponsoring this episode! #FamilyOffice #ImpactInvesting #FrontierTech #VentureCapital #CapitalAllocation #DeepTech Full episode below 👇 youtu.be/p8Ei8oH6vWc

Honoured to have joined the Commonwealth Creative Industries Alliance (CCIA) and @Official_CBWN for an impactful roundtable on “Unlocking the Creative Economy Across the Commonwealth” on 6 May 2026 at Marlborough House.🙏 The discussion explored how creative industries, accredited commonwealth organisations, High Commissions, responsible AI & frontier technologies, digital tech and cross-sector collaboration can drive inclusive growth across the Commonwealth. #Commonwealth #CreativeIndustries #ResponsibleAI #FrontierTech #DigitalTech #CCIA #CBWN @commonwealthsec @CWEICofficial @commonwealthorg @commonwealthfas @Comarchitect @UKHouseofLords

𝐒𝐨𝐦𝐞 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐢𝐞𝐬 𝐝𝐨𝐧’𝐭 𝐭𝐫𝐞𝐧𝐝. 𝐓𝐡𝐞𝐲 𝐭𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦 𝐧𝐚𝐭𝐢𝐨𝐧𝐬. 𝐀𝐭 𝐓𝐢𝐄 𝐃𝐞𝐥𝐡𝐢-𝐍𝐂𝐑’𝐬 𝐈𝐧𝐝𝐢𝐚 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 𝐃𝐚𝐲 𝟐𝟎𝟐𝟔, meet the builders turning 𝐼𝑛𝑑𝑖𝑎’𝑠 𝑑𝑒𝑒𝑝𝑒𝑠𝑡 𝑖𝑛𝑛𝑜𝑣𝑎𝑡𝑖𝑜𝑛𝑠 𝑖𝑛𝑡𝑜 𝑟𝑒𝑎𝑙-𝑤𝑜𝑟𝑙𝑑 𝑠𝑡𝑟𝑎𝑡𝑒𝑔𝑖𝑐 𝑠𝑡𝑟𝑒𝑛𝑔𝑡ℎ — 𝑓𝑟𝑜𝑚 𝑞𝑢𝑎𝑛𝑡𝑢𝑚 𝑠𝑒𝑐𝑢𝑟𝑖𝑡𝑦 𝑎𝑛𝑑 𝑎𝑒𝑟𝑜𝑠𝑝𝑎𝑐𝑒 𝑡𝑜 ℎ𝑒𝑎𝑙𝑡ℎ𝑡𝑒𝑐ℎ, 𝑚𝑜𝑏𝑖𝑙𝑖𝑡𝑦 𝑎𝑛𝑑 𝑣𝑒𝑛𝑡𝑢𝑟𝑒 𝑠𝑐𝑎𝑙𝑒. Featuring leaders who are not just imagining the future, but engineering it: Vipul Singh (Aereo) | Sunil Gupta (QNu Labs) | Hitesh Goswami (Basecare) | Yashas Karanam (Bellatrix Aerospace) | Niharika Kolte Alekar (Volar Alta) | Ashish Taneja (growX Ventures) 𝐵𝑒𝑐𝑎𝑢𝑠𝑒 𝑠𝑜𝑣𝑒𝑟𝑒𝑖𝑔𝑛𝑡𝑦 𝑡𝑜𝑑𝑎𝑦 𝑖𝑠 𝑏𝑢𝑖𝑙𝑡 𝑡ℎ𝑟𝑜𝑢𝑔ℎ 𝒄𝒐𝒅𝒆, 𝒄𝒉𝒊𝒑𝒔, 𝒔𝒄𝒊𝒆𝒏𝒄𝒆 𝒂𝒏𝒅 𝒔𝒄𝒂𝒍𝒆. 📍 The Leela Ambience Gurugram 🗓️ 15 May 2026 | 8:00 AM 𝐋𝐚𝐬𝐭 𝐃𝐚𝐲 𝐭𝐨 𝐚𝐯𝐚𝐢𝐥 𝟐𝟓% 𝐎𝐟𝐟, 𝐫𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐬𝐞𝐚𝐭 𝐧𝐨𝐰! events.tie.org/IndiaInnovati… 𝐅𝐨𝐫 𝐦𝐨𝐫𝐞 𝐢𝐧𝐟𝐨, 𝐯𝐢𝐬𝐢𝐭 𝐢𝐝𝐚𝐲.𝐢𝐧 @Vipul_sing @SunilQNu @qnulabs @4baseCare @YashasKaranam @BellatrixAero @volaralta @ashish__taneja @geetikadayal @dhawan_atul #IndiaInnovationDay #InnovationFirst #FrontierTech #DeepTechIndia #TiEDelhiNCR #StartupsForSovereignty

𝐈𝐟 𝐲𝐨𝐮 𝐰𝐚𝐧𝐭 𝐭𝐨 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐰𝐡𝐞𝐫𝐞 𝐈𝐧𝐝𝐢𝐚 𝐢𝐬 𝐡𝐞𝐚𝐝𝐞𝐝, 𝐰𝐚𝐭𝐜𝐡 𝐰𝐡𝐚𝐭 𝐡𝐚𝐩𝐩𝐞𝐧𝐬 𝐢𝐧 𝐫𝐨𝐨𝐦𝐬 𝐥𝐢𝐤𝐞 𝐭𝐡𝐞𝐬𝐞. Where 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐢𝐬 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐛𝐞𝐢𝐧𝐠 𝐝𝐞𝐩𝐥𝐨𝐲𝐞𝐝. Where 𝐨𝐩𝐞𝐫𝐚𝐭𝐨𝐫𝐬 𝐬𝐡𝐚𝐫𝐞 𝐰𝐡𝐚𝐭’𝐬 𝐰𝐨𝐫𝐤𝐢𝐧𝐠 𝐚𝐧𝐝 𝐰𝐡𝐚𝐭 𝐢𝐬𝐧’𝐭. Where 𝐀𝐈, 𝐝𝐞𝐞𝐩𝐭𝐞𝐜𝐡, 𝐃𝟐𝐂 𝐚𝐧𝐝 𝐧𝐞𝐰 𝐦𝐞𝐝𝐢𝐚 𝐚𝐫𝐞𝐧’𝐭 𝐭𝐫𝐞𝐧𝐝𝐬, 𝐭𝐡𝐞𝐲’𝐫𝐞 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐢𝐧 𝐦𝐨𝐭𝐢𝐨𝐧. From closed-door investor conversations to hands-on masterclasses and AI-led cinema, this is where clarity replaces noise. If you’re serious about building or backing, this is time well spent. 📍 𝐓𝐡𝐞 𝐋𝐞𝐞𝐥𝐚 𝐀𝐦𝐛𝐢𝐞𝐧𝐜𝐞, 𝐆𝐮𝐫𝐮𝐠𝐫𝐚𝐦 🗓️ 𝟏𝟓 𝐌𝐚𝐲 𝟐𝟎𝟐𝟔 | 𝟖:𝟎𝟎 𝐀𝐌 Reserve your seat → events.tie.org/IndiaInnovati… @warikoo @j_bindra @pragyamisra @OpenAI @geetikadayal @dhawan_atul #IndiaInnovationDay #AI #StartupIndia #TechLeaders #BuiltInIndia #InnovationFirst #FrontierTech #DeepTechIndia #TiEDelhiNCR

VC is one of the weirdest jobs on the planet. You genuinely don't know if you're good at it for 5 to 10 years. Which is exactly what makes it interesting to watch someone who’s been doing this for 40 years operate differently from most others in the room. I’ve learned a lot since working for Tim Draper. In his portfolio: Coinbase, Twitch, DocuSign, SpaceX, Tesla, Robinhood, Baidu, Polymarket, Ledger, Carta, Colossal, AngelList. The list keeps going. 60 unicorns, rhinos, and hecticorns. The biggest thing I've absorbed working closely with him is that he plays a time horizon most investors would find genuinely uncomfortable. A lot of VCs are always calculating when they’ll return capital. Tim calculates what would happen if the thesis were right. Even if looking right takes a decade. He bought 30,000 Bitcoin at the Mt. Gox auction when everyone was making fun of him. Spent around $19M. Got viral for all the wrong reasons. That stack is now worth north of $2B last time I checked. Being early IS the job. But most VCs say they want to be early while still acting like risk managers. The two things are not compatible. What I've internalized from watching him is that if a position already feels totally comfortable and the IC is nodding without friction, you're probably late. The discomfort is the signal. #VentureCapital #Investing #DraperAssociates #VC #FrontierTech

Watch Live ▶️ | NITI Aayog Frontier Tech Hub to Launch “DPI@2047: A Strategic Roadmap for Viksit Bharat” NITI Aayog’s Frontier Tech Hub will unveil “DPI@2047: A Strategic Roadmap for Viksit Bharat” on 27 April 2026. The roadmap will be launched by Shri Suman Bery, Vice Chairman, NITI Aayog, and Prof. Ajay Kumar Sood, Principal Scientific Adviser to the Government of India. The roadmap articulates the next phase of India’s DPI journey, transitioning from access-led inclusion to livelihood and growth-led transformation, and positioning DPI as a key driver of economic value creation. 📢 Stay tuned for the release and key insights. 📅 27 April 2026 🕔 4:00 PM Watch live: youtube.com/live/MQvP2HJfplY… #PMOIndia #NITIAayog #DPI2047 #DigitalPublicInfrastructure #FrontierTech #ViksitBharat #TechnologyForDevelopment #Innovation #TransformingIndia