🤖 The space industrial age — Apollo's semiconductor payoff, round two

Friedberg tech w=1.08 · n=65 · E35 (2021-06-13) · sentiment · strength 2 ▶ 33:01 SUPPORT

“And then they take that money and they invest in creating this space race, this industry that could absolutely transform humanity for the centuries to come. ... It really speaks to how semiconductors and computing came out of the space race of the mid-20th century. And we could see this next industrial age arise for the space industrial age because of these incentives that have been created by the government.”

Chamath tech w=0.90 · n=83 · E35 (2021-06-13) · sentiment · strength 1 ▶ 37:31 SUPPORT

“What Friedberg said is so true, which is coming out of the Apollo program, we really created so much technological innovation, it propelled the US forward. We unfortunately gave a lot of it up, but hopefully this time around we can do it again.”

Chamath tech w=0.90 · n=83 · E40 (2021-07-16) · positioning · strength 3 ▶ 40:44 SUPPORT

“So I don't know, I think this is the beginning of the beginning. I tweeted this out. But basically, if you think about, and there's other stuff that we can't talk about with some other companies that we are all involved in, David and I particularly. But here's the point, guys, between sending people and making us an interplanetary species by creating pervasive Internet access, and by enabling us to safely and reliably transport people either point to point suborbitally or basically into space, we are completely reimagining how the human race can work.”

Friedberg tech w=1.08 · n=65 · E40 (2021-07-16) · sentiment · strength 2 ▶ 47:28 OPPOSE · horizon 24mo

“So there's clearly a great deal of momentum in this industry. The question is always what's the market at the end? ... And we're going to find out over the next couple of years, is there a tourism market? Historically, there's been an interest in a market for visual satellites. But if you look at some of the financials of companies like Planet Labs, they did a few acquisitions in space imaging. And the revenue hasn't really taken off there. And then mining was always this other question. Can we go out and mine rare minerals from space? And that one is just, if you do the math on it, it's so far away, it's impossible to kind of model.”

Chamath tech w=0.90 · n=83 · E60 (2021-12-23) · sentiment · strength 1 ▶ 1:16:00 SUPPORT · horizon 60mo

“If you think about what the next five to ten years can bring, Jason, at what you said earlier about making ourselves a multi-planetary species, what an inspiring thing that these thousands of employees across these three businesses did.”