ConnectedEarth TakeWe have several constellation operators, several space manufacturers and an increasing number of companies that want to get their pathfinders into space, but launch vehicles are the bottleneck. I'm rooting for any company to give SpaceX some competition.
ConnectedEarth TakeThe real question is - which LEO constellations will be trusted to carry Defense traffic? How will it be secured in the pre/post Quantum era?
ConnectedEarth TakeHAPS has had a tumultuous history to be sure. If this works it's a game changer on multiple planes: position vs spectrum, compute utilization revenue vs connectivity revenue and a path to NTN network neutrality.
ConnectedEarth TakeThis should help SES gain more success with the Defense market. Considering the general lack of capacity in the mPOWER constellation, SES needs to maximize their yield in high value markets.
ConnectedEarth TakeI would love to see the Northrup development perform multiple types of missions beyond essentially refueling. If it can perform delicate repair we will have a huge shift in thinking about GEO assets.
ConnectedEarth TakeIt's good to see investment going into space projects. However, I am still sceptical of our current understanding of what the harsh conditions in space will do to that many electronics in a datacenter over time.
ConnectedEarth TakeThis demonstrates a highly secure P2P connectivity via Quantum. I'd like to know when someone will abstract this to use Quantum Keys that aren't tightly coupled with the media.
ConnectedEarth TakeThis has all the digitization foundations to not only work on the tipping but all other aspects of the haulage fleet. Hats off to them for building the full stack and leveraging it properly.
ConnectedEarth TakeDatacenters in space are much more complex than providing radiation shielding and adaptive trickery on processors. Cooling datacenters on Earth requires air and liquid to dissipate the heat the processor generates. There is no air in space.
ConnectedEarth TakeSovereign European constellation is taking shape with more IRIS2 partners. Standardizing the approach so all EU members (and others) can leverage the new constellation is the right path forward. Let's hope though that there aren't too many bosses in the mix, leading to typical EU indecision.
ConnectedEarth TakeThis merger of Satellite know-how, constellation dynamics and orchestration software at the control plane is exactly what remote industry needs to support their OT installations and IT governance.
ConnectedEarth TakeThis is a fantastic take comparing and contrasting the investment lifecycles of Energy Exploration/Production and Space Asset Development/Launch/Operation. Both industries should take a long hard look at each other and adopt some of the other's strategies.
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