The Water is Warmer in Space

With rampant talk of an AI bubble, investor conversations in San Francisco are turning to “what’s next?”. I believe the answer is: Space.

In the 20th century, Space travel was limited to government projects, like NASA, and science fiction, but now we have private companies building reusable rockets. SpaceX is currently averaging 3 launches a week and there are almost a dozen other companies offering some type of launch into orbit. Anyone, with the right skills and resources, can launch a satellite.

2 years ago, I invested in a small team planning to put Humanity’s first data center in Space and on November 2nd, StarCloud-1 used a Falcon9 rocket to launch into orbit, becoming operational within hours. Frontier technology, online in Space within 23 months of an initial investment.

Space is a very difficult environment for humans but those same environmental factors can also help us. Extreme heat, cold and intense solar energy, create power and can be used for cooling. Manufacturing and transportation can benefit from minimal gravity and aerodynamic drag. For decades, nuclear power has been limited by vacuum creation but Space is a near perfect vacuum, which is why we just invested in Zephyr Fusion.

Starlink’s inherent advantages and its rapid climb to being one of the planet’s best internet providers, in just 4 years, demonstrates the scale of this opportunity.

Join us, the water is warm!