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← The incumbent space contractors will lose their business to new…
17 connected korrents · 17 moments on record from 20 Aug 2019 to 3 Sept 2026.
Everything filed under data centers
data centers
Everything filed under energy
energy
Everything filed under startups
startups
Everything filed under venture capital
venture capital Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The incumbent space contractors will lose their business to new entrants unless they learn to make far more hardware for far less money. The incumbent space contractors will lose their business to new entrants unless they learn to make far more hardware for far less money. Last stated 5 years ago
28 Oct 2021
CH
Casey Handmer — holds since 2021-10-28 — tap for who they are
Same subject: Manufacturing and mining in space will never be lucrative enough to pay for human settlement of space. — tap to centre the map on it Manufacturing and mining in space will never be lucrative enough to pay for human settlement of space. Last stated 7 months ago
10 Feb 2026
CH
Casey Handmer — holds since 2020-05-06 — tap for who they are
CH
Casey Handmer — no longer holds since 2026-02-10 — tap for who they are
Same subject: Space data centres solve the wrong problem, because the contended resource is chips rather than energy, and that will not change this decade. — tap to centre the map on it Space data centres solve the wrong problem, because the contended resource is chips rather than energy, and that will not change this decade. Last stated 6 months ago
13 Mar 2026
DP
Dylan Patel — holds since 2026-03-13 — tap for who they are
Same subject: NASA can still be reorganised into an agency that exploits cheap heavy lift, and the next administrator will decide whether it is. — tap to centre the map on it NASA can still be reorganised into an agency that exploits cheap heavy lift, and the next administrator will decide whether it is. Last stated 2 years ago
2 Oct 2024
CH
Casey Handmer — holds since 2021-03-04 — tap for who they are
CH
Casey Handmer — no longer holds since 2024-10-02 — tap for who they are
Same subject: Selling information rather than matter or power to Earth is the only space business that has ever paid. — tap to centre the map on it Selling information rather than matter or power to Earth is the only space business that has ever paid. Last stated 7 years ago
20 Aug 2019
CH
Casey Handmer — holds since 2019-08-20 — tap for who they are
Same subject: Every ore worth mining already has an adequate supply chain on Earth, and that is what a space mine has to beat. — tap to centre the map on it Every ore worth mining already has an adequate supply chain on Earth, and that is what a space mine has to beat. Last stated 7 years ago
27 Aug 2019
CH
Casey Handmer — holds since 2019-08-27 — tap for who they are
Same subject: Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. — tap to centre the map on it Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow. Last stated a year ago
23 Mar 2025
RV
Rahul Vohra — holds since 2025-03-23 — tap for who they are
Same subject: Getting to orbit was solved in the 1950s and 60s, and the only interesting problem left in spaceflight is making access to orbit dramatically cheaper. — tap to centre the map on it Getting to orbit was solved in the 1950s and 60s, and the only interesting problem left in spaceflight is making access to orbit dramatically cheaper. Last stated 3 years ago
14 Dec 2023
JB
Jeff Bezos — holds since 2023-12-14 — tap for who they are
Same subject: A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. — tap to centre the map on it A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: A data centre earns its county far more tax revenue per gallon of water than a golf course does. — tap to centre the map on it A data centre earns its county far more tax revenue per gallon of water than a golf course does. Last stated 11 months ago
11 Oct 2025
AM
Andy Masley — holds since 2025-10-11 — tap for who they are
Same subject: A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. — tap to centre the map on it A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. — tap to centre the map on it A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system. Last stated 2 years ago
18 Apr 2024
AV
Austin Vernon — holds since 2024-04-18 — tap for who they are
Same subject: A company that grows enough eventually has no need for investors. — tap to centre the map on it A company that grows enough eventually has no need for investors. Last stated 6 days ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
Same subject: AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. — tap to centre the map on it AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them. Last stated 3 months ago
18 Jun 2026
LT
Lip-Bu Tan — holds since 2026-06-18 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 4 days ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. — tap to centre the map on it "Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
Same subject: A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. — tap to centre the map on it A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated. Last stated 3 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: A future of constrained energy will need more people working the land, and that is not the same as going back to the past. — tap to centre the map on it A future of constrained energy will need more people working the land, and that is not the same as going back to the past. Last stated 2 months ago
30 Jun 2026
CS
Chris Smaje — holds since 2026-06-30 — tap for who they are
At the centre
The incumbent space contractors will lose their business to new entrants unless they learn to make far more hardware for far less money.
Holds CH Casey HandmerRead this korrent →
Manufacturing and mining in space will never be lucrative enough to pay for human settlement of space.
No longer holds CH Casey Handmer
Space data centres solve the wrong problem, because the contended resource is chips rather than energy, and that will not change this decade.
Holds DP Dylan Patel
NASA can still be reorganised into an agency that exploits cheap heavy lift, and the next administrator will decide whether it is.
No longer holds CH Casey Handmer
Selling information rather than matter or power to Earth is the only space business that has ever paid.
Holds CH Casey Handmer
Every ore worth mining already has an adequate supply chain on Earth, and that is what a space mine has to beat.
Holds CH Casey Handmer
Incumbents structurally cannot compete on speed, because the scale and entrenched architecture that make them incumbents are what make them slow.
Holds RV Rahul Vohra
Getting to orbit was solved in the 1950s and 60s, and the only interesting problem left in spaceflight is making access to orbit dramatically cheaper.
Holds JB Jeff Bezos
A hardware startup's first customer should be a hyperscaler, because only that scale turns a design win into a business.
Holds LT Lip-Bu Tan
A data centre earns its county far more tax revenue per gallon of water than a golf course does.
Holds AM Andy Masley
A data centre powered by solar and batteries alone needs an array so oversized that the design is not worth building.
Holds AV Austin Vernon
A data centre should be split into independent power blocks fed directly at 1500 volts DC, rather than run through one central distribution system.
Holds AV Austin Vernon
A company that grows enough eventually has no need for investors.
Holds
AI factories and foundries are too capital-intensive for venture money; they need government or sovereign funds behind them.
Holds LT Lip-Bu Tan
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
"Food from thin air" is not from thin air: it runs on water, minerals, ammonia and industrial plant.
Holds CS Chris Smaje
A country outside the AI supply chain should just buy the index — which works only in the world where AI ends up commoditised rather than concentrated.
Holds AI Alex Imas
A future of constrained energy will need more people working the land, and that is not the same as going back to the past.
Holds CS Chris Smaje