CEO @trans_celestial Investor @featherlessai, @atomionics, @EquatorialSpace, https://xitter.cf/t.co/hXKJlKkYxt 馃敂 Follow for Lasers, Space, Sci Fi, Anime & Investments !
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At @NYSE talked today about space lasers, space data centers, undersea cables, national security issues, cell towers connectivity
Video soon
@trans_celestial is building the Fastest Network in Space and we want to give lasercomms to every single satellite, tower, data Centers, campuses, drones, ships and whoever needs high speed non jammable comms
Doing anything frontier is hard if you don't bake in revenue diversification - a lesson we knew from Day 1 at Transcelestial.
Everything we have built so far is borrowed money - equity or debt. The reason we can do space now is because two other business lines which do extremely well on their own - Terrestrial (Telecom, Enterprise, ISP) revenues which grow 2-3x Y-on-Y constantly with minimal sales input now + Defence business (100%+ ROI). Both fueling and acting as backstop to our more ambitious space connectivity business.
Hard for other space companies or new lasercomms clones to try and match. Debt will be unavailable or extremely dry when scaling for them, while we can keep underwriting based on other areas.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn鈥檛 have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we鈥檙e investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Was epic to be on stage with @tammiesiew @pebble_bed and dr. cherry murray and alex and glenn!
honestly I just wanted to interview Cherry!
- acclaimed physicist and academic leader who has served as the Dean of Harvard's School of Engineering
- Director of the U.S. Department of Energy's Office of Science under Obama administration
- Senior Vice President at Bell Labs and decades at Murray Hill doing core fundamental physics research! Bell
labs is my fav org even 鉂わ笍
Another great @NTUsg alum - Irving Tan CEO Western Digital 馃敟 Was great to meet him and hear his fond memories of NTU and Singapore 馃嚫馃嚞
Another great @NTUsg alum - Irving Tan CEO Western Digital 馃敟 Was great to meet him and hear his fond memories of NTU and Singapore 馃嚫馃嚞
Rohit Jha retweeted
When Lip-Bu Tan considered taking over as CEO of Intel, friends at Apple and Amazon told him it was "too late" to save. Another warned him: "People only remember your last job."
He took the helm anyway.
Here is the inside story of Lip-Bu鈥檚 radical playbook to turn Intel around鈥攁nd the career lessons that shaped him. 馃У馃憞
Proud to have @LipBuTan1 at our NTU Alum event today.
Lets go build AI and comms in space!
Lip-Bu鈥檚 3 core lessons from a lifetime in tech and investing:
1. Remember Your Roots: Honor your parents' sacrifices and your home community. Go get global experience, then give back.
2. Stay Humble: Recognize how little you know. Surround yourself with people smarter than you and never stop asking mentors for help.
3. Climb the Right Mountain: Life is a marathon. Protect your health and family, find a motivating purpose, and make sure you鈥檙e climbing the right mountain.
Was amazing to hear the passion and drive today from him today esp when he could鈥檝e just chilled with his grandkids rather than taking on such a huge challenge!
proud he is @NTUsg Alum @LipBuTan1 馃挭