Podcasts about Planet Labs

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über schlechte Nachrichten von Rheinmetall, KI-Ärger für Anthropic und den Absturz der Platform Group. Außerdem geht es um Adobe, Marvell Technology, Tui, Lufthansa, Fraport, Deutsche Bank, Commerzbank, Hypoport, Nvidia, Alphabet, Meta, Tesla, Morningstar, iShares Space Technologies (WKN: A42BME), ARK Space & Defence Innovation (WKN: A419N7), WisdomTree Space Economy (WKN: A429CU), VanEck Space Innovators ETF (WKN: A3DP9J), Rocket Lab, ESCO, Korea Aerospace, Saab, Dassault Aviation, AeroVironment, Thales, MDA Space, Intuitive Machines, AMD, L3Harris, Kratos, Teradyne, Amazon, Palantir, Mitsubishi Heavy, Avio, AST SpaceMobile, EchoStar, Planet Labs, Redwire, BlackSky. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen, 30 € ETF als Bonus sichern und aus tausenden ETFs wählen. Smartbroker+ macht Investieren einfach. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast2/ Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

This Week In Startups is made possible by:Plaud https://Plaud.ai/twistPilot https://pilot.com/twistAgree https://agree.comIM8 Health https://IM8health.com/twistAfter watching Elon build out his rocket (and AI) company over the past 20 years, Jason celebrates the SpaceX IPO on a new TWiST. He explains why some investments are evaluated based on earnings and current numbers, while other stocks are bets on expensive visions for the future, and why SpaceX why likely pay off across multiple time horizons.PLUS Polsia solo founder Ben Cera is back with guidance for founders on creating a “Purple Cow”: a unique experience that makes their brand memorable.Guest:Ben Cera on X: https://x.com/BenceraPolsia: https://polsia.com/Polsia on X: https://x.com/polsiaBen on TWiST E2256 (Feb 2026): https://www.youtube.com/watch?v=QCce8e02IswRelevant Links:SpaceX: https://www.spacex.com/SPCX on Yahoo Finance: https://finance.yahoo.com/quote/SPCX/Starlink: https://www.starlink.com/Planet Labs: https://www.planet.com/Palantir: https://www.palantir.com/Valor Equity Partners: https://www.valorep.com/Seth Godin's “Purple Cow” on Amazon: https://www.amazon.com/Purple-Cow-New-Transform-Remarkable/dp/1591843170Uber Ice Cream stunt article: https://finance.yahoo.com/news/ubers-brilliant-marketing-stunt-hail-195946535.htmlHillsborough Flintstones House article: https://www.sfgate.com/travel/article/The-Flintstone-House-is-now-for-rent-on-Airbnb-10420107.php“19 Hours Inside the Airbnb X-Mansion” article: https://www.theringer.com/2024/05/29/pop-culture/x-mansion-airbnb-x-men-icons-experienceWas The Pepsi Challenge based on LIES? https://www.historyoasis.com/post/the-pepsi-challengeCloudKitchens: https://cloudkitchens.com/Cluely: https://cluely.com/Timestamps:0:00 SpaceX IPO details2:12 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!7:21 The voting vs. weighing investment framework9:41 Pilot: Focus on your product, let Pilot handle your bookkeeping. Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. Head to https://pilot.com/twist and get $1,200 off your first year.19:53 Agree - Stop chasing invoices at https://agree.com and tell them Jason sent you to get 50% off for life!22:25 The media's SpaceX criticisms and "hot takes"23:54 Ben Cera of Polsia is back26:53 Why Jason says no to a free tier29:10 IM8 Health: Start feeling like your best self every day. Go to https://IM8health.com/twist and use the code TWiST to get a free welcome kit, five free travel sachets, and 10% off your order.34:27 The wisdom of Seth Godin's "Purple Cow"50:37 The "Pepsi Challenge" model1:05:45 Lon got a dog, Jason got routers1:10:37 The YouTuber to movie theater pipeline1:15:20 Jason's new favorite travel bagSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisCheck out all our partner offers: https://partners.launch.co/Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen weiteren Rekord für Elon Musk, einen unerwarteten Dämpfer für Adobe und eine beispiellose Vorfreude-Rallye. Außerdem geht es um JP Morgan, Eli Lilly, Tesla, KLA Corporation, Lam Research, Micron Technology, Arm, Applied Materials, Marvell Technology, ASML, AMD, Intel, SanDisk, Viasat, Firefly Aerospace, Intuitive Machines, Planet Labs, EchoStar, Rocket Lab, OHB, Siemens Energy, Infineon, SAP, Oracle, Kontron, Porsche AG, Microsoft, Amazon, Apple, Alphabet, Nvidia, Deutsche Telekom, Ennoconn, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) und Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498). Meldet Euch hier zum kostenlosen AAA-Newsletter an: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Wenn Nvidia, Amazon oder Alphabet investieren, geht es selten nur um eine einfache Finanzbeteiligung. Oft verraten solche Investments, wo die großen Tech-Konzerne ihre nächsten Wachstumsfelder sehen: Künstliche Intelligenz, Cloud-Infrastruktur, Halbleiter, Weltraumkommunikation, Biotechnologie oder Finanztechnologie.In diesem Podcast geht es um die Frage, welche Aktien und Unternehmen bei Big Tech auf der Einkaufsliste stehen, und was Anleger daraus ableiten können. Nvidia ist unter anderem bei Intel und CoreWeave engagiert, Amazon hält Beteiligungen an Unternehmen wie Rivian, Marvell Technology oder Astera Labs, während Alphabet ein breites Portfolio aus strategischen Investments aufgebaut hat, das von CME Group über Planet Labs bis hin zu weiteren Zukunftsbranchen reicht.Besonders spannend ist dabei nicht nur, wo die Konzerne investieren, sondern warum. Manche Beteiligungen passen direkt zur eigenen Wertschöpfungskette. Andere wirken wie Wetten auf neue Märkte. Und wieder andere werfen kritische Fragen auf – etwa dann, wenn Kapitalflüsse, Kundenbeziehungen und Umsatzwachstum eng miteinander verbunden sind.Für Anleger entsteht daraus ein interessanter Blick hinter die Kulissen der Tech-Branche: Welche Unternehmen profitieren möglicherweise vom KI-Boom? Welche Beteiligungen sind eher strategisch als rein finanziell? Und können die Investments von Nvidia, Amazon und Alphabet Hinweise auf Aktien liefern, die der breite Markt noch nicht vollständig verstanden hat?

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Megaaktie Micron, den Emerging-Markets-Irrtum und den verrückten Space-Hype. Außerdem geht es um Micron Technology, UBS, AST SpaceMobile, Firefly Aerospace, Redwire, Planet Labs, Rocket Lab, Qualcomm, BP, Zscaler, Okta, Palo Alto Networks, CrowdStrike, Wacker Chemie, Siltronic, Salesforce, Marvell Technology, Snowflake, HP Inc, Abercrombie & Fitch, Synopsys, Agilent Technologies, Braze, PDD Holdings, BASF, Thyssenkrupp, Siemens Energy, IBM, Xerox, Warner Bros. Discovery, Costco, Walmart, PepsiCo, Kraft Heinz, Ferrari, Apple, Nissan, Morgan Stanley, Hermès, Tesla, VanEck Space Innovators ETF (WKN: A3DP9J), Roundhill Memory ETF (DRAM) (WKN: A42A7G), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

By Selva Ozelli Esq, CPA, Author of Sustainably Investing in Digital Assets Globally This is the second article in a series of articles I am writing for Irish Tech News to explore the financial, technical, legal aspects of utilizing space solar energized orbital data centers that are rapidly evolving into "AI Factories, designed specifically to convert massive amounts of electrical power into intelligence, measured in tokens" around the world. The US Space Race My new series is a follow up to an interview ITN conducted with me in 2020 exploring how space solar energy could sustainably energize the tokenization of the global financial markets which is projected to grow to multi-trillion dollars by the end of the decade. The shift toward space-solarized data infrastructure is accelerating in the US rapidly following the historic March 1, 2026, drone strikes on AWS data centers in the United Arab Emirates and Bahrain which has extended during April and May. Executed by Iran's Islamic Revolutionary Guard Corps (IRGC), these kinetic strikes marked the first time commercial hyperscale data centers were directly targeted and physically damaged in active warfare. The attacks caused prolonged service disruptions, exposed the vulnerability of terrestrial tech infrastructure, and proved that earth bound data centers are now prioritized military targets. As detailed in the table below US technology and aerospace companies are increasingly looking to space-solarized solutions to address the immense energy and cooling demands of AI, with several key initiatives emerging. US Tech and Aerospace Companies Focused on Space Solarized Data Centers Hyperscale Cloud Company Orbital Edge Computing Orbital Data Center/Number of Satellite Constellation Space Solar LEO Network Rocket Launch Robotics Amazon Web Services (AWS) Y Y, Blue Origin – Blue Ring spacecraft/ Project Sunrise 51,600 Y Y, Amazon LEO Y Y Microsoft Azure Y, Azure Space N, Sold Azure Orbital Ground Station N, Space Azure Solar Cell Tech N N Y Google Cloud Y, Space Llama Y, Project Suncatcher in partnership with Planet Labs a high-profile "moonshot" initiative aimed at building and deploying artificial intelligence (AI) data centers in space/81 Y N Space X Y, Google Deep Mind Meta N, Terrestrial Edge Computing N Y, Metasat & Overview Energy N, High-altitude, solar-powered drones (Aquila project) N Y Starcloud Y Y Partnership with AWS/88,000 Y Y, Starcloud-1 (November 2025): first test satellite containing an Nvidia H100 chip, that survived radiation and function in space. SpaceX Y Space X – Orbital Data Center Y Y/ 1,000,000 Y Starlink Y Y Nividia Y, NVIDIA Space-1 Vera Rubin computing platform Y Y Y Space X Y Atherflux rebranded to Cowboy Space Y Y/ 20,000 Y N N Y Lone Star Y, (2021) First data storage and edge processing test at International Space Station Y, Orbital and Lunar Data Center with NASA Y Y Space X Y Axiom Space Y, In March 2025, Axiom deployed Red Hat Device Edge on the ISS to test terrestrial cloud applications in space, serving as a prototype for ODC Nodes. Y Y Y Space X Y Two Distinct Approaches in Space Solarized Data Center Operations in the US US technology and space companies in a race are aggressively pursuing orbital and space-solarized data centers and are tackling these operations through two distinct methodologies: orbital data processing (in-space edge compute) and space-based terrestrial power harvesting. Both approaches aim to bypass the escalating energy demands, cooling constraints, and land footprint limitations of Earth-based data center infrastructure. The two approaches differ significantly in how they utilize space and solar resources. Here is a summary: Terrestrial vs. Space-Based AI Compute Constraint Terrestrial Data Centers Orbital Data Centers Power Source Strained local power grids Unlimited, direct solar energy Cooling High water and energy consumption Natural cold of space vacuum Space & Regulation Tight zoning laws and land limits No ter...

Rocket Lab gehört zu den spannendsten Weltraum-Aktien an der Börse. Seit dem Börsengang hat sich die Aktie zeitweise vervielfacht, der Umsatz wächst rasant und der Auftragsbestand steigt weiter. Doch genau das macht die Analyse so interessant: Ist Rocket Lab noch ein unterschätzter Profiteur der neuen Raumfahrtindustrie, oder steckt bereits zu viel Zukunftsfantasie im Kurs?In dieser Rocket Lab Analyse geht es um das Geschäftsmodell hinter den Raketenstarts, den immer wichtigeren Bereich Space Systems, die Rolle als Zulieferer für Satelliten, Raumfahrtmissionen und Regierungsaufträge sowie die Frage, wie stark Rocket Lab wirklich vom wachsenden Space-Markt profitieren kann.Besonders spannend wird der Blick auf den angepeilten Börsengang von SpaceX. Das könnte die gesamte Raumfahrtbranche neu bewerten und zusätzliche Aufmerksamkeit auf Unternehmen wie Rocket Lab, AST SpaceMobile, Planet Labs oder Intuitive Machines lenken. Gleichzeitig bleibt Rocket Lab ein Unternehmen mit hohen Erwartungen, hohen Verlusten und einer Bewertung, die bereits sehr viel Wachstum einpreist.Der Postcast zeigt, wo Rocket Lab operativ steht, warum der Backlog so wichtig ist, welche Chancen im Space-Systems-Geschäft liegen und weshalb die Aktie trotz beeindruckender Kursentwicklung kein einfacher Kauf ist.

The space economy isn't some far-off sci-fi bet, it's already a US$630 billion industry powering the way we communicate, navigate and forecast weather.Bryce and Ren are joined by Betashares investment strategist Hugh Lam to unpack falling launch costs, satellite internet, data-as-a-service, defence, tourism, SpaceX hype and why ETFs may offer a diversified way to access the theme.In this episode: 00:00 — The US$630 billion space economy01:32 — Betashares launches Australia's first space ETF02:19 — Hugh Lam's first investment04:02 — How to think about the space economy05:32 — Falling launch costs and satellite demand08:00 — Data-as-a-service, Starlink and real-world use cases16:37 — Blind ranking blue-sky space businesses24:39 — Why ETFs may suit emerging themes like spaceETFs and stocks mentioned: Betashares Space Industry ETF (ASX: RCKT), A2 Milk (ASX: A2M), SpaceX, Starlink, Planet Labs, Rocket Lab (NASDAQ: RKLB), Blue Origin, Impulse Space, Varda Space, Telstra (ASX: TLS), Qantas (ASX: QAN), Qatar Airways, Nearmap, TSMC (NYSE: TSM), Nvidia (NASDAQ: NVDA), Intel (NASDAQ: INTC), Microsoft (NASDAQ: MSFT), Meta (NASDAQ: META), Google (NASDAQ: GOOGL), ASML (NASDAQ: ASML)Learn more at https://www.betashares.com.au/learn/space-etf/. Read the PDS and TMD and consider if the Fund is right for you. Betashares Capital Limited is the issuer.Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au, before making an investment decision. This information is general in nature and doesn't take into account any person's financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

Zaid sits down with Will Marshall, the co-founder and CEO of Planet Labs, to break down how satellite data is becoming a critical layer of the AI economy. They discuss why AI models need real world data, how Planet's imagery is being used by governments, agriculture companies, insurers, and defense agencies, and why the company believes space based data centers could eventually be cheaper than building them on Earth. Plus, Will explains Planet's partnerships with Nvidia and Google, the growing geopolitical demand for Earth imaging, and why he believes AI and space are converging faster than most people realize.

2026 年 1 月，马斯克向 FCC 提交申请，要发射 100 万颗数据中心卫星。3 月，他又宣布 Terafab，一座由特斯拉和 SpaceX 联手建设的芯片工厂，目标是每年生产相当于全球现有所有晶圆厂产能总和 20 倍的 AI 算力，其中 80% 专门为太空设计。与此同时，Google CEO 桑达尔·皮柴说他毫不怀疑"十年后太空会成为建数据中心的常规方式"。 这场竞赛里也有中国的身影。2025 年 11 月，北京市科委发布太空数据中心"三步走"规划，计划在 700-800 公里晨昏轨道建设超 GW 级算力系统，第一代试验星"辰光一号"已完成研制，2026 年初准备发射。 为什么要去太空搞数据中心？很简单，地球上的电力、水资源还有土地审批速度都已经无法满足 AI 发展的需求。那太空呢？永远的晴天、天然散热、物理隔离——听起来完美。但也有 Sam Altman 在另一边说，现在把数据中心放太空「太荒谬」。马斯克说两三年，Altman 说十年都不行，我们这期节目就来拆解，太空数据中心究竟行不行。 本期人物 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 Yaxian，「科技早知道」主播 主要话题 [04:07] 地球上的数据中心，已经建不下去了 到2030年，电力消耗将翻倍，新买的设备没电用 数据中心获批难上加难 全球数据中心用水量已达 5600 亿升，几年内将翻倍到 1.2 万亿升 [08:39] 太空的物理优势：永远晴天，散热免费 晨昏轨道可实现近乎 100% 太阳照射，能量效率是地面太阳能的 40 倍 深空散热靠辐射而非空气，理论上可以省掉地面数据中心 40% 的散热能耗 [11:31] Sam Altman 为什么说这事"ridiculous" 散热虽不用水，但万卡集群需要的散热面积相当于一个小镇 太空中的硬件坏了无法维修，变成一次性 发射成本太高，难以商业化运营 [16:01] 算一道成本账：差距有多大 建同等规模的 1 吉瓦数据中心，太空方案目前是地面的三倍成本 发射成本降到 200 美元/公斤才是盈亏临界点；现在猎鹰重型的价格是 1500 美元/公斤，差了 8 倍 [18:30] 这不只是商业竞争，是轨道上的地缘算力角逐 晨昏轨道是稀缺资源，先发卫星就是先占位置、先定标准——类似当年的 5G 之争 Kessler 综合征：轨道碎片已经很严重，百万颗卫星计划如果推进，卫星间的碰撞风险将是全人类的问题 预测：2035 年在轨数据中心市场规模将达 390 亿美元，复合增长率 67.4% [21:37] 赛场上都有谁：从初创到大厂 Starcloud： 初创明星，YC 史上最快独角兽 Google 的 Suncatcher 项目：打造卫星集群，研究卫星间高带宽通信、轨道动力学和辐射对计算的影响， Axiom Space 则更像外包模式，已在 ISS 上完成首次轨道 AI 推理 [28:50] 全村的希望：星舰现在什么状态 太空数据中心的所有成本预测都依赖星舰——但星舰至今没有发射过任何有效载荷，也没有完整回收过一次 这是一盘多米诺骨牌，第一块还没倒 [31:27] 太空数据中心能做什么，不能做什么 不适合：实时 AI 对话（40-60 毫秒延迟太高）、高频交易、需要实时更新的工作负载 适合：模型预训练、卫星图像的在轨处理与压缩、气象数据分析、国防加密通信 [33:39] 就算短期不靠谱，为什么还值得做 Starcloud-2 的卫星和数据传输路线 Space X 设计的太空数据中心 AI Sat Mini 跟星舰 V3 的尺寸比较 提到的公司和名词 Starcloud 2024 年 1 月在美国加州成立，原名 Lumen Orbit。2025 年秋天，Starcloud 发射了第一颗卫星 Starcloud-1，上面搭载了一块 Nvidia H100 GPU。这颗卫星成功在太空中运行了 Google Gemma AI 的一个版本，成为历史上第一个在轨道上跑大语言模型的商业系统。在 2026 年 3 月以 17 个月的速度成为 YC 史上最快独角兽，估值 11 亿美元。 Axiom Space 2016 年成立于休斯顿，创始人之一 Michael Suffredini 在此之前是 NASA 国际空间站项目经理，干了整整十年（2005-2015）。公司的核心业务是建造商业空间站，太空数据中心是它的延伸业务，思路是利用空间站的基础设施做在轨计算节点。 Project Suncatcher（Google） 2025 年 11 月 Google 正式宣布的研究项目。计划是用搭载 Google 自研 TPU 芯片的卫星星座，通过星间光学链路互联，在太空中跑 AI 工作负载。合作方是卫星遥感公司 Planet Labs，计划 2027 年初发射两颗原型卫星做在轨测试。 LEO（Low Earth Orbit） 近地轨道，通常指距地面 200-2000 公里的轨道。太空数据中心的主流方案都选在 LEO，因为通信延迟更低、发射成本相对较低。 Bit Flip（单粒子翻转） 宇宙辐射中的高能粒子打到芯片上，可能导致存储单元里的 0 变成 1，或者 1 变成 0，让计算出错。这是所有上天芯片必须应对的核心挑战，播客里称为"单粒子反转"，两种说法都对。 Kessler 综合征 1978 年由 NASA 科学家 Donald Kessler 提出的理论：如果近地轨道的卫星和碎片密度达到临界值，碰撞产生的新碎片会触发连锁反应，导致某些轨道永久不可用。随着各家公司争相往太空发卫星，这个风险正变得越来越现实。 Knock Knock 世界 最近「Knock Knock 世界」更新了「折纸与太空」的话题：麻省理工学院的一个团队从「剪纸」中获得灵感，发明了一种在火星上建造房子的新方法。「折纸」和太空基地建造有什么联系、这背后的科学原理是什么？欢迎点击这里收听

A surprising payroll report The quick war – not over just yet Food inflation coming Economics – a bright spot and surprising report last week Space issues – Space sewage PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - A surprising payroll report - The quick war - not over just yet - Food inflation coming - Economics - a bright spot and surprising report last week - Space issues - Space sewage - 8PM - End of Civilization? Markets - March sucked - that is the report - 1st quarter results are in - we will discuss - OIL - UP - WTI and Brent rising - its only transitory - Market Manipulation - say it ain't so! Oil - Interesting note that WTI is trading higher than Brent - unusual - WTI ~ $116  Brent ~ $109 - Brent for immediate delivery in Asia $140 as being bid up for purchase NOW - WTI may have an edge because it is available and buyers also stocking up on that... - Europe running out of Jet Fuel - USA sending over a supply - also unusual BUT - 8PM ET - End of Civilization? - Or last minute miracle - with mystery negotiations - Pakistan requesting 2 week pause - with movement of ships through Strait - YES, we have a 2-week pause - no kidding! Crude down 15%, market indices up 2% ---- Wait - Negotiations will start Friday... (Friday?) In Process - In Theory - Framework - OPEC+ agrees in principal theoretical framework to increase output - OPEC+ eight members to raise quotas by 206,000 bpd for May Apple Foldable Flop - Apple shares sunk 2% after reports that the company's foldable iPhones may face delays. - Nikkei Asia reported that the company is facing engineering challenges in what would be the iPhone-maker's first foldable device. - Engineering problems they say.... Closing this Discussion - Bored with this....But... - OpenAI announced it closed its record-breaking funding round at a post-money valuation of $852 billion. - The round totaled $122 billion of committed capital, up from the $110 billion figure that the company previously announced. - OpenAI said it extended participation to investors through bank channels for the first time and raised $3 billion from individual investors. The 1st Quarter Misery - Microsoft lost almost a quarter of its value in the first three months of the year, its steepest quarterly drop since the 2008 financial crisis. - Concerns about the company include the return on investment for artificial intelligence build-outs and the adoption of Copilot. - The company's stock plunged 23% in the first quarter, a steeper drop than any of its tech peers or the Nasdaq, - Microsoft's earnings multiple hasn't been this low since the fourth quarter of 2022, when OpenAI introduced ChatGPT. - SAAS compaies got crushed - Adobe, Atlassian and ServiceNow all down more than 30% YTD - Financials, Consumer Discretionary and Homebuilders had tough quarter 1st Quarter Happiness - Energy Sector up 30% - Materials up 10% - Utilities up 10% - Oil up almost 100% - EM still positive for 2026 Latest Eco - Nonfarm payrolls rose a seasonally adjusted 178,000 in March, a reversal from the 133,000 decline in February and better than the Dow Jones consensus estimate for 59,000. - The unemployment rate edged lower to 4.3%, though that was largely from a sharp reduction in the labor force. - Wages also rose less than expected, with average hourly earnings up just 0.2% for the month and 3.5% from a year ago. The annual increase was the lowest since May 2021. -Health care was responsible for much of the growth, with the sector adding 76,000 jobs. - March ISM Non-Manufacturing Index 54.0% vs. 54.9% Briefing.com consensus; prior 56.1% - - Overall, there is not much going on good or bad - just the same in US Economics ------ Next couple of months will show inflationary pressures Inflation - Tomatoes, strawberries, asparagus, veggies in general are moving higher - - - Tomato prices are rising, with significant increases driven by a 17%–21% tariff on Mexican imports, labor shortages, and supply tightening - Experts warn these factors could increase prices by up to 50% for consumers, especially during winter months, and recent reports indicate continued shortages and high costs through early April 2026 - Florida frost in Q1 and now UREA shortages during spring planing will cause even more problems and pricing pressure (inflationary) No View - Satellite imaging firm Planet Labs said on Saturday it will indefinitely withhold visuals of Iran and the region of conflict in the Middle East to comply with a request from the U.S. government. - Planet Labs will release images only on case-by-case basis for urgent or public interest needs - Satellite imagery of hard-to-reach areas useful for news media, researchers - Other providers like Vantor apply their own controls but were not contacted by U.S. government - Interesting potential for an edge in war if we can see them and they and they can't see us Dems probing stock trades - Two Democratic U.S. senators on Thursday called on Wall Street's top regulator and a Defense Department watchdog to prevent and investigate possible insider trading by government officials following a spate of market activity seemingly timed to President Donald Trump's announcements. - Reuters and others have reported that major moves over the last year in equity, commodities and prediction markets are consistent with the possibility that traders had advance knowledge of Trump's announcements concerning the war with Iran, tariffs and the capture of Venezuelan leader Nicolas Maduro, among other examples. - Repubs only care if Pelosi does trades and Dems only care if Trump related trades The Final Frontier - The Universal Waste Management System toilet on the Orion crew capsule has been giving the Artemis II crew some issues during their mission to the moon. - The toilet's problems included a pump that needed extra water to work and a potential buildup of ice blocking the vent nozzle that allows wastewater to drain out into space. --- For a while there was no urination allowed only space poops since on different disposal systems - NASA was able to fix the issue by positioning the Orion so that the toilet vent would "bake" in the sun and melt the ice, and the crew is now cleared to use the toilet for all purposes. ---More: The UWMS comes equipped with a funnel and hose for urination, and there is a seat with a hole for bowel movements. -------Since the astronauts are in microgravity, the toilet relies on air flow that pulls waste into the toilet and ensures the capsule stays clean. -------------The astronauts can also use footstraps and handles to stay in position. Earnings Season - Analysts have been increasing their earning estimates into the quarter - which is unusual as usually see declines into the prints (so that companies have easier hurdle) - The S&P 500 is expected to deliver 13.2% year-over-year earnings growth, marking a sixth straight quarter of double-digit gains. - Revenue is expected to grow 9.7%, the strongest pace since Q3 2022. - But what about the outlook????????????????? Mag 7 Earnings expectations - Of course The Magnificent 7 remain central to earnings growth and market direction. Nvidia (~127.7%) and Tesla (~124.9%) are driving outsized earnings expansion. Apple (~19.0%) and Microsoft (~17.2%) show solid but more normalized growth. Meta (~3.4%) and Amazon (~3.2%) are slowing, while Alphabet (~-6.9%) is expected to decline. Growth within mega-cap tech is becoming less broad and more concentrated in a few names. Just In - Remember in January with Medicare Advantage and Part D payment plans from governments were being cut? - Insurance company stocks got smacked... - Expectations were for a 4% or so raise and it came in flat - ON DHUNPLUGGED - (1/27/2026) we discussed that this was a game and would come back when finalized inline with expectations  to show how great the benefit is to Medicare recipients (voters) ---- We added United HealthCare (UNH) to the Weekly Stock Pick game as a rare Purple pick - Now, final numbers announced and  are projected to result in a net average increase of 2.48%, or over $13 billion in additional MA payments to plans in CY 2027. This expected increase includes consideration of the various elements that impact MA payments, such as growth rates of underlying costs, 2026 Star Ratings for 2027 quality bonus payments, and risk adjustment updates. - UNH and other names int he sector moving up nicely on the news - (Potential related stocks: UNH, CVS, MCK, CI, HUM, CNC, ALHC, MOH, ELV, THC, UHS, CYH, HCA, OSCR) France Gold - France's central bank has sold off the last of the gold it held in the United States Federal Reserve and replaced it with higher quality bars in Paris, taking advantage of rising prices to make nearly €13 billion as it upgrades its holdings. - Moved all holding back to France   Love the Show? Then how about a Donation? ANNOUNCING THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!     FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

شرکت تصویربرداری ماهواره‌ای پلنت‌لبز (Planet Labs) اعلام کرد که در راستای درخواست دولت ایالات متحده، به طور نامحدود از انتشار تصاویر مربوط به ایران و منطقه درگیری در خاورمیانه خودداری خواهد کرد.

شرکت تصویربرداری ماهواره‌ای پلنت‌لبز (Planet Labs) اعلام کرد که در راستای درخواست دولت ایالات متحده، به طور نامحدود از انتشار تصاویر مربوط به ایران و منطقه درگیری در خاورمیانه خودداری خواهد کرد.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Begeisterung bei Weltraum-Aktien, Rückenwind für Rheinmetall und einen fatalen Patzer von Anthropic. Außerdem geht es um BASF, Lanxess, Evonik, Equinor, Repsol, BP, Orlen, Total, Renk Group, Hensoldt, TKMS, Intuitive Machines, Planet Labs, Rocket Lab, Destiny Tech100, Eli Lilly, Structure Therapeutics, Viking Therapeutics, Altimmune, Intel, RH, Shell, TotalEnergies, Chevron, ExxonMobil, ConocoPhillips, EOG Resources, Canadian Natural Resources, Verbio, Nordex, SMA Solar, Nextpower, Enphase, First Solar, Enlight Renewable, Xtrackers MSCI World Energy ETF (WKN: A113FF), iShares Oil & Gas Exploration & Production ETF (WKN: A1JKQL) und Invesco Solar Energy ETF (WKN: A2QQ9R). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Simon reviews six listed space stocks ahead of the expected SpaceX IPO, which could debut above $2 trillion as early as June. Rocket Lab, AST SpaceMobile, Intuitive Machines, Firefly Aerospace, Planet Labs and Spire Global each get a SWOT breakdown, with the Procure Space ETF (UFO) as a diversified alternative. On the local front, the JSE Top 40 just posted its worst month since September 2008, falling roughly 10 percent from all-time highs. A massive petrol price increase takes effect at midnight. Simon discusses investing into a falling market, revisits the Algorithm Holdings AI hype collapse, and explains why CrowdStrike's CEO selling stock is not worth losing sleep over. WorldWideMarkets is part of JustOneLap.com.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Nando Sommerfeldt über die Hausse der Energie-Aktien, ungeduldige Alibaba-Investoren und den Wow-Moment bei Planet Labs. Außerdem geht es um Micron, Alibaba, United Internet, Ionos, 1&1, APA Corp., Chevron, Sibanye Stillwater, FedEx, Heidelberg Materials, Deutsche Bank, SAP, Beiersdorf, Adidas, LEG, TAG Immobilien, Eli Lilly, Pfizer, Roche, AstraZeneca, VanEck Pharmaceuticals (WKN: A1JRLN), Invesco Nasdaq Biotech (WKN: A12CCJ). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Planet Labs, één van de grootste commerciële satellietbedrijven ter wereld, heeft aangekondigd dat de beelden uit het Midden-Oosten voortaan met twee weken vertraging pas vrijkomen. Het bedrijf doet dat in samenwerking met de Amerikaanse overheid. "Je geeft de regering van Trump eigenlijk twee weken langer de tijd om er weer een kulverhaal van te maken. Daar zijn ze ook goed in. Dit is wel problematisch", stelt presentator en journalist Tim Hofman. Volgens onderzoeksjournalist Michelle Salomons zijn dit soort beelden "cruciaal" tijdens een conflict, zoals de beelden van de meisjesschool die gebombardeerd werd door de VS. "Het is belangrijk om het snel te brengen, omdat je dan ander bewijsmateriaal kan vinden."  Aan tafel zitten Michelle Salomons, Tim Hofman en Spraakmaker Bianca Toeps.

//The Wire//2300Z March 6, 2026// //ROUTINE// //BLUF: GULF WAR CONTINUES AS THE WAR OF LOGISTICS BECOMES PARAMOUNT. AMERICAN BASES THROUGHOUT MIDDLE EAST CONTINUE TO BE TARGETED BY IRANIAN FORCES. TERRORISM CONCERNS REMAIN IN THE HOMELAND AS THE WAR CONTINUES.// -----BEGIN TEARLINE-----  -International Events-Persian Gulf: The war continues as before, with Iranian drone attacks remaining constant throughout the region. Dubai alone has been averaging around a hundred munitions being observed each day, nearly all of which are intercepted. Flights out of Dubai and Abu Dhabi have been able to increase somewhat, as Iranian drone attacks have shifted to targeting American military installations and petroleum infrastructure around the region. Camp Arifjan and Ali Al Salem Airbase in Kuwait have been primary targets for Iranian missiles/drones, with significant targeting efforts taking place over the past 24 hours.Concerning American targeting efforts, bombings continue in Tehran and other major cities. Most military infrastructure throughout Iran has been destroyed, and President Trump has stated that no deal is sought, as only unconditional surrender is demanded.Analyst Comment: This has been the blanket statement since the start of the war, but it's not entirely clear as to whom Iranian military forces are supposed to surrender to. Right now, any Iranian who wishes to stop fighting doesn't really have any way to declare that intent. As the United States and Israel rather confidently keep assassinating any sort of political leadership within Iran, it's not known who would even have the authority to sign surrender papers at this point.-HomeFront-USA: Various counterterrorism and law enforcement agencies have been progressively increasing security measures at critical sites around the nation, due to the increased potential for terrorism to take place within the United States as a result of the conflict in the Middle East. NORTHCOM has raised the force protection posture at most North American military installations, with the Trusted Traveler program being temporarily halted while terrorism concerns are elevated.Analyst Comment: Right now, the risk of Iranian government-sponsored combatants engaging targets within the homeland is fairly low. However, due to the prevalence of 5th Generation Warfare being common in the modern world, what is much more likely is the co-opting of the Gulf War by other unrelated groups for their own gain. In short, there probably aren't that many Iranian sleeper agents in the US, but there are dozens of other groups seeking to make a name for themselves, or otherwise hijack national attention for their own gain. As always, predicting when and where security threats will pop up is hard, so increased vigilance is recommended.Washington D.C. - DHS Secretary Noem has been transitioned to a new role, with Senator Markwayne Mullin from Oklahoma being slated to replace her within the next few days.-----END TEARLINE-----Analyst Comments: Of note, the satellite imagery company Planet Labs has imposed a 96-hour-delay policy with their satellite imagery, so as to prevent their imagery from being used for targeting purposes. As this is an American company, this makes perfect sense at first, as the modern world of commercial satellite imagery within the civilian space has the possibility to impact the war. However, this move is almost certainly not to prevent the Iranians from obtaining targeting data, and implementing this policy a week after the war began (and after American radar sites have been targeted), is akin to shutting the barn door after the horse has bolted.The Iranians are being fed targeting data of their own from the Chinese, who have been all to happy to highlight American losses with their own satellite constellations, which the United States does not control. And though it is alway

Alexis Garcia and Ed Carson walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week felt like a free fall at times, the kind of tape that makes you question everything, and then the market turned around and finished Friday on a much better note. In this episode, James breaks down what happened, why weeks like this are exactly when investor behavior matters most, and how to keep your decision making grounded when headlines and intraday swings get loud.One of the biggest takeaways is a classic reminder from legendary investor Peter Lynch: the most important organ for an investor is not your brain, it is your stomach. Anyone can find a great company on a green day. The real test is whether you can stick with your plan when markets drop fast, sentiment turns negative, and fear starts writing the narrative.James also asks a tough question: did you sell this week? If the market ended the week barely in the red, or even close to flat, but you reacted like it was the end of the world, it might be worth stepping back and reassessing your approach. Investing is not about guessing the next headline. It is about building conviction in what you own, understanding why you own it, and having a process you can follow when volatility spikes.A key lesson James reinforces is that a company's share price does not tell you how good the company is. Price is simply what buyers and sellers agree on right now. Great businesses can have brutal weeks. Weak businesses can have strong weeks. The job is to separate business quality from market mood.We also talk about a major milestone: the Dow Jones closed above 50,000 for the first time ever, despite an extremely volatile week. That matters because the Dow is not dominated by the same high growth names as the Nasdaq. It can be a signal that money is rotating into more risk aware, steady parts of the market when investors get uneasy.Volatility is part of the story too. Since COVID, big intraday moves, even 2% swings, have become a lot less rare, and James explains why that changes how investors should think about risk, position sizing, and conviction.Then we zoom out to the fear gauge assets: gold and silver, which often get attention when investors are anxious, plus oil prices and what a healthy range can look like for the broader economy.Finally, James shares a potential opportunity in the space theme: the Procure Space ETF, ticker UFO, a basket of companies tied to the space economy. Think satellites, launch providers, and the infrastructure around space based tech. We touch on why this theme is worth watching, and how ETFs like UFO can provide exposure to names people associate with the space race, including holdings like Planet Labs, Rocket Labs, Viasat, Garmin, etc. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

The European Union has officially and metaphorically switched on the IRIS2 secure satellite communications network, the homegrown 10.6 billion Euro European alternative to Starlink. ESA and EUMETSAT have finalized their agreement on the EPS-Sterna constellation. Planet Labs has signed a new agreement with the Surveying and Mapping Authority of Slovenia, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is  Les Lake,  Vice President of Business Development at All Points Logistics.  You can connect with Les on LinkedIn, and learn more about All Points Logistics on their website. Selected Reading EU Deploys First Satellite Service in Bid to Limit US Dependence (Bloomberg) EU space agency signs contract to launch Galileo satellites with Ariane 6  (Reuters) EUMETSAT and ESA set to start the implementation of EPS-Sterna (EUMETSAT) Planet Signs Enterprise Agreement with Slovenian Government to Support Agriculture, Urban Planning and Disaster Management (Business Wire) NASA lines up WDR for SLS ahead of Artemis II (NSF)  NASA Launches Its Most Powerful, Efficient Supercomputer (NASA) ESA's Biomass goes live with data now open to all (ESA)  Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Learn more about your ad choices. Visit megaphone.fm/adchoices

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Philipp Vetter über das vorzeitige Feliz Navidad an der spanischen Börse, einen Rückschlag für Sanofi und einen Saugroboter-Hersteller, dem die Puste ausgeht. Außerdem geht es um Broadcom, Oracle, Nasdaq, iRobot, ServiceNow, Renk, Rheinmetall, Northrop Grumman, SpaceX, Tesla, Planet Labs, BlackSky, Satellogic, Palantir, Alteryx, Trimble, Hexagon, TomTom, Garmin, Teledyne, Alphabet, Microsoft und Amundi MSCI Greece (WKN: LYX0BF). Die aktuelle "Alles auf Aktien"-Umfrage findet Ihr unter: https://www.umfrageonline.com/c/mh9uebwm Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Der Scalable Xtrackers MSCI All Country World UCITS ETF hat noch bis Juni 2026 eine Gesamtkostenquote von 0%. Mehr Infos dazu gibt's hier. Oracle schmiert ab. Disney x OpenAI. Münchener Rück und Daimler Truck überzeugen. Eli Lilly hat gute Studie. Novo Nordisk freut's. Coca-Cola hat neuen CEO. Planet Labs hat Hype. Apple hat IPO-Jubiläum. Broadcom & Lululemon haben geliefert. Linde (WKN: A3D7VW) ist das Apple der industriellen Welt. Das meinte mal Tom Gayner von Markel (WKN: 885036). Wieso läuft die Aktie dann nicht? Wir klären auf! Cisco hat diese Woche das Niveau der Dotcom-Blase geknackt. Und viele fragen sich: Sind wir in einer KI-Blase? Howard Marks hat dazu was Kluges geschrieben. Diesen Podcast vom 12.12.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Morgan Brennan sits down with Will Marshall, Planet Labs CEO, on the latest episode of Manifest Space. They discuss how the company is using AI in its satellite imagery to help countries quickly identify the location of security and economic threats around the world. Plus, the natural advantages for data centers in space—and how Planet Labs how to capitalize on the opportunity.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Planet Labs (PL) rocketed more than 30% to the upside Thursday after the satellite imaging and data company posted earnings and guidance that impressed investors and analysts. As George Tsilis explains, Planet Labs' "aggressive" move into the government sector helped boost its outlook. Another critical customer backing Planet Labs on the commercial side: Alphabet (GOOGL). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In late November 2025, Taiwan marked a significant milestone with the successful launch of the first satellite in the Formosat-8 constellation. Carried into a 561-km sun-synchronous orbit aboard a SpaceX Falcon 9, the “Chi Po-lin” satellite symbolizes both technical progress and cultural meaning, extending the late filmmaker's aerial perspective of Taiwan into space. This mission inaugurates Taiwan's first domestically built high-resolution Earth-observation constellation. FORMOSAT-8 will eventually consist of eight satellites deployed between 2025 and 2031. With native 1-meter resolution—improving to roughly 70 centimeters for two advanced units—the constellation will provide multiple daily revisits over Taiwan. Importantly, about 84% of each satellite's core components are manufactured in Taiwan, covering optics, structures, propulsion, and electronics. This demonstrates the country's ambition to develop a self-reliant industrial base for space technologies. The episode also explores the broader global landscape. The value of the global space economy reached USD 570 billion in 2023 and is projected to exceed USD 1 trillion within the decade. Reusable rockets from SpaceX and Blue Origin, mega-constellations such as Starlink and OneWeb, and commercial imaging companies like Planet Labs and ICEYE are reshaping how nations communicate, observe Earth, and respond to climate and security challenges. In this episode, we examine what Formosat-8 means for Taiwan's space capabilities, how global players are redefining the space economy, and why satellite technology is becoming essential infrastructure for connectivity, environmental monitoring, disaster response, and national security. Taiwan's emerging participation in this ecosystem reflects both technological ambition and a strategic need for resilience in an increasingly complex world. 2025 年 11 月底，臺灣太空發展迎來重要進展。福衛八號首顆衛星搭載 SpaceX Falcon 9 成功進入 561 公里太陽同步軌道，正式啟動臺灣第一組自製高解析度遙測衛星星座。以導演齊柏林命名的首枚衛星象徵「從空中看臺灣」的精神延伸至太空，也展現臺灣提升自主太空能力的決心。 福衛八號採「6＋2」配置，從 2025 至 2031 年將部署八顆衛星，其原生解析度達 1 公尺，部分可提升至約 70 公分，並具備每日多次回訪臺灣的能力。約 84% 的技術與零組件由臺灣研發製造，涵蓋光學、結構、推進與電子系統，意味著本土太空產業正逐步形成完整供應鏈。 本集節目也將延伸至全球脈動。2023 年全球太空經濟規模已達 5,700 億美元，預估本世代內有望突破 1 兆美元。從 SpaceX、Blue Origin 的可重複使用火箭，到 Starlink、OneWeb 的全球通訊網，再到 Planet Labs 與 ICEYE 的商業遙測服務，太空已成為通訊、氣候、國安與產業韌性的核心基礎設施。 在這集節目中，我們帶你理解福衛八號的技術進展、全球太空產業的競逐，以及臺灣如何藉由自主研發與國際合作，在新興太空經濟中建立關鍵角色。 Powered by Firstory Hosting

Welcome back to another episode of the EUVC Podcast, where we gather Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward.Today we welcome Alex Bakir, General Partner at Norrsken Evolve, the new €57M pre-seed fund spun out of the legendary Norrsken family of funds. Together with Johan Attby and Rebecka Löthman Rydå, Alex is doubling down on impact-driven founders building Europe's resilient and sustainable future—with backing from EIF, Saminvest, SmartCap, and operators like Taavet Hinrikus and Sten Tamkivi of Plural.We dive into Alex's journey - with family roots in Iraq and England to Cambridge, the World Bank, Climate Change Capital, and Planet Labs; his lessons from the clean-tech crash of 2008; why resilience is now the lens for Europe's industrial strategy; and how Norrsken Evolve is rethinking fund construction with 80 portfolio companies, automated follow-ons, and a sprint model for founder collaboration.Here's what's covered:01:38 Alex's path: Iraqi–English upbringing, Cambridge climate science, World Bank, first-wave cleantech VC04:30 Lessons from the cleantech crash ('08): macro can kill even great theses07:19 Why this time is different: realism, supply chains, energy security10:31 Fundraising the hard way: €40M → €57M; satellites vs. raising a fund12:36 Mistakes & pivots: from naive global to Europe-first resilience15:50 LP profiling: local anchors + institutional validation (Saminvest, EIF)19:00 The trough of despair & team completion with Rebecka Löthman Rydå22:11 The “funky” model: 80 companies, €250K tickets, no boards, automated follow-ons26:06 Sprint model: six-week in-person collaboration (not a school)31:22 Investment focus: The carbon-free economy, the infrastructure of tomorrow, future of Europe40:57 Founder fit: mission-driven, experienced builders with scars and purpose

EchoStar has entered into a definitive agreement with SpaceX to sell the company's AWS-4 and H-block spectrum licenses for approximately $17 billion. NASA seeks feedback from industry partners on the next phase of its commercial space stations strategy. Planet Labs has announced financial results for the period ended July 31, 2025, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Bailey Reichelt from Aegis Space Law and Matthew Linton from Linton Space Law bring us Space Law FAQs. If you have any questions you'd like to ask the team, please email space@n2k.com. Selected Reading EchoStar Announces Spectrum Sale and Commercial Agreement with SpaceX MDA Space Provides Update On Echostar Contract NASA Seeks Industry Input on Next Phase of Commercial Space Stations Commercial Low Earth Orbit (LEO) Development Program Phase 2- SAA Planet Reports Financial Results for Second Quarter of Fiscal Year 2026 ICEYE signs satellite acquisition agreement with the Finnish Defence Forces NASA Announces CHAPEA Crew for Year-Long Mars Mission Simulation SpaceX takes flight with $8M expansion of Central Texas facility Star Trek is officially coming to lego watch announcement teaser Share your feedback. What do you think about T-Minus Space Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Planets Labs CEO Will Marshall joins Manifest Space to discuss the company's rapid growth, fueled by deals across the globe as the changing geopolitical landscape means countries are looking for real-time data from satellites to respond to natural disasters, security threats and more. Planet Labs stock is up more than 100% in the last three months and Marshall talks about the demand for his company's product.  

Planets Labs CEO Will Marshall joins Manifest Space to discuss the company's rapid growth, fueled by deals across the globe as the changing geopolitical landscape means countries are looking for real-time data from satellites to respond to natural disasters, security threats and more. Planet Labs stock is up more than 100% in the last three months and Marshall talks about the demand for his company's product.  

SES has completed the acquisition of Intelsat. Planet Labs has announced a multi-year contract expansion with the Instituto Geográfico Agustín Codazzi (IGAC) in Colombia. Solestial has been selected by SpaceWERX for a Direct-to-Phase II contract in the amount of $1.2 million, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Jacob Oakley,   Technical Director at SIXGEN and Space Lead for the DEFCON Aerospace Village.  You can connect with Jacob on LinkedIn, and learn more about the Aerospace Village on their website. Selected Reading SES Completes Acquisition of Intelsat, Creating Global Multi-Orbit Connectivity Powerhouse Planet Expands Multi-Year Contract with Instituto Geográfico Agustín Codazzi (IGAC), Providing Satellite Data and AI-Powered Analytics Feeds Across Colombia Solestial Awarded $1.2M by SpaceWERX for Space Solar Development SpaceX Plans Starship Program for In-Orbit Drug Research - Bloomberg ISS National Lab's Orbital Edge Accelerator Program Selects Six Startups NASA Sees Key Progress on Starlab Commercial Space Station Astronomers capture the birth of planets around a baby sun outside our solar system The handshake in orbit that made the International Space Station possible T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Leadership Launchpad, Jeff Guido, Senior Director of New Missions at Planet Labs, shares his insights on effective leadership in technical organizations. Jeff discusses his experience transitioning from a technical individual contributor to a leader, highlighting the challenges and strategies involved in delegation and empowering teams. He emphasizes the importance of building strong relationships and trust within teams, both internally and across organizations, to enable effective collaboration and problem-solving. The conversation also covers practical techniques for onboarding new team members, balancing early engagement with support, and fostering a culture where decision-making is delegated appropriately. Whether you're a new manager or working to develop leaders in your organization, this episode offers valuable advice on cultivating trust and empowering technical teams.

Scott Nolan is the CEO of General Matter, enriching uranium in America to reshore domestic nuclear fuel capacity and power the American energy production needed to lead in AI, manufacturing, and other critical industries. General Matter is backed by Founders Fund, the first institutional investor in SpaceX, Palantir, and Anduril.Scott is also a partner at Founders Fund, where for the past 13 years he led hardtech investments across energy, infrastructure, manufacturing, aerospace, and defense. Companies Scott has worked with include SpaceX, Neuralink, Crusoe Energy, Planet Labs, The Boring Company, Nubank, Impulse Space, and Radiant Nuclear. Previously, Scott was an early engineer at SpaceX, where he helped develop the Merlin engine systems and Dragon capsule. He earned his Master's and Bachelor's degrees in Mechanical and Aerospace Engineering from Cornell University, and his MBA from Stanford University. Shawn Ryan Show Sponsors: https://www.americanfinancing.net/srs nmls 182334, nmlsconsumeraccess.org https://www.tryarmra.com/srs https://www.betterhelp.com/srs This episode is sponsored by BetterHelp — give online therapy a try at betterhelp.com/srs and get on your way to being your best self. https://www.shawnlikesgold.com https://www.drinkhoist.com - USE CODE SRS https://www.patriotmobile.com/srs https://www.rocketmoney.com/srs Scott Nolan Links: LinkedIn - https://www.linkedin.com/in/scottpnolan X - https://x.com/ScottNolan General Matter - https://www.generalmatter.com  X - https://x.com/generalmatter  Founders Fund - https://foundersfund.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Expect delays on the Space Force's Next-Gen OPIR satellite. NATO awards a seven figure contract to Planet Labs. EU clears SES's $3.1 billion dollar bid for Intelsat. And, more.   Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest We are joined by NASASpaceflight.com with the Space Traffic Report. Selected Reading Weapon Systems Annual Assessment: DOD Leaders Should Ensure That Newer Programs Are Structured for Speed and Innovation (U.S. GAO) NATO Selects Planet for Landmark Seven-Figure Contract for Advanced Daily Monitoring and Early Warning Capabilities (BusinessWire) EU unconditionally clears SES's $3.1 bln bid for Intelsat (Reuters) Commission approves unconditionally the acquisition of Intelsat by SES (Europa)  BAE Systems and Hanwha Systems sign MOU to develop advanced multi-sensor satellite system (BAE Systems) FAA Closes SpaceX Starship Flight 8 Mishap Investigation (Federal Aviation Administration) Space in Africa and Jaguar Space sign MOU (Jaguar Space) ICEYE signs agreement to deliver SAR satellite capabilities to the Portuguese Air Force (ICEYE)  T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ashley Johnson, president and CFO of Planet Labs (PL), joins the show to discuss her company's successful quarter. Ashley attributes the strong results to growing demand for high-frequency data, particularly in the defense and intelligence sectors. With Planet Labs having crossed the key milestone of first positive operating cash flow, Johnson believes the company is well-positioned for sustainable growth and profitability.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Russia plans to integrate its homegrown Gigachat artificial intelligence model into IT systems on the International Space Station. The Commercial Space Federation has formed a new Space Supply Chain Council. Planet Labs published their financial results for the period ended April 30, 2025, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Dr. Andy Aldrin, CEO and President of the Aldrin Family Foundation. You can connect with Andy on LinkedIn, and learn more about the Aldrin Family Foundation on their website. Selected Reading Russia plans to integrate homegrown AI model into space station- Reuters The Commercial Space Federation Announces the Creation of the Space Supply Chain Council (S2C2) Planet Reports Financial Results for First Quarter of Fiscal Year 2026 Voyager Closes $200 Million Credit Facility What time will Japan's ispace Resilience probe land on the moon today? How to watch it live- Space Eta Space tackles cryogenic boil-off with in-orbit refuelling Core Components for NASA's Roman Space Telescope Pass Major Shake Test In the news today: Former astronaut, minister Marc Garneau dead at 76- thecanadianpressnews.ca T-Minus Crew Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Texas approves Starbase's city status as the FAA greenlights increased SpaceX Super Heavy launches from Boca Chica. The German Federal Agency for Cartography and Geodesy has signed a seven-figure contract with Planet Labs. ClearSpace has successfully completed Phase 2 of the CLEAR mission for the UK's first Active Debris Removal (ADR) project, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. Selected Reading SpaceX Starship Super Heavy Project at the Boca Chica Launch Site- Federal Aviation Administration Welcome to Starbase: Texas has a new city home to Elon Musk's SpaceX Planet Signs 7-Figure Contract Expansion with the German Government, Enabling Land and Water Management from Space  ClearSpace Completes Phase 2 of Mission CLEAR, Strengthening UK's Leadership in In-Orbit Services USSF strengthens Missile Warning Mission with FORGE Enterprise OPIR solution effort award- Space Systems Command  Star Catcher and Satlyt Partner to Unlock Scalable Edge Computing with On-Demand Orbital Energy Space Force eyeing international launch sites to increase 'resilience' - Breaking Defense ispace Completes Success 7 of Mission 2 Milestones Bringing the Moon to the Classroom- MDA Space T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Danny's second obsession (after humanoid robots) is space, so he's been speaking to someone sending satellites into orbit. No, not Elon Musk - though naturally his plans to colonise Mars do come up. Will Marshall is the co-founder and CEO of Planet Labs, a company which provides often revealing imagery of Earth in high definition.Any thoughts or questions, get in touch - techpod@thetimes.co.uk Hosted on Acast. See acast.com/privacy for more information.

Japan's Space Agency (JAXA) releases phase 2 of its ¥1 Trillion, 10-year Strategic Space Fund. Planet Labs has signed a multi-year contract with EMDYN. MaiaSpace has selected the Łukasiewicz Research Network's Institute of Aviation to develop the engine that will power its kick stage, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. Elysia Segal from NASASpaceflight.com brings us the Space Traffic Report. JAXA | 宇宙戦略基金事業（第一期） 技術開発テーマの実施機関を決定 Japan Releases Phase 2 Of Its ¥1 Trillion, 10-year Strategic Space Fund - Patent Planet Signs Three-Year Contract with EMDYN, Providing Satellite Data for Intelligence, Insurance, and Security Solutions MaiaSpace Selects Łukasiewicz–ILOT to Develop Kick-Stage Engine OroraTech Brings World's Largest Wildfire Satellite Constellation to the United States Alpha FLTA006 - Firefly Aerospace Booz Allen and Meta Successfully Demonstrate AI Vision Language Model for Space Shanghai launches plan to lead development of China's commercial space sector ispace Completes Success 6 of Mission 2 Milestones We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. T-Minus GuestSelected ReadingT-Minus Crew SurveyWant to hear your company in the show?Want to join us for an interview? Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's OPTO Sessions, Ashley Johnson, President and CFO of Planet Labs, explains how the company is using satellites and AI to deliver real-time insights about life on Earth. She breaks down Planet's evolving business model, the move into satellite services, and how its data is helping governments, agriculture, and disaster response teams make faster, smarter decisions. If you enjoyed this interview, consider subscribing to our Substack channel for more in-depth insights designed to help you invest smarter: https://optoforesight.substack.com/Create your Own Stock Index & Invest Smarter with OPTO Folios: https://optothemes.onelink.me/BZDG/ti2lb2fdX: https://twitter.com/OptoThemesInstagram: https://www.instagram.com/opto.themes?igsh=MXhwenU4dTk4aDBqMw%3D%3D&utm_source=qrLinkedIn: https://www.linkedin.com/in/opto-invest-in-innovation-308416193/Facebook: https://www.facebook.com/OptoThemes-----The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.

This week, we return to another episode from 2021, when we spoke with Will Marshall, Co-founder and CEO of Planet Labs(NYSE:PL). Planet provides data services drawn from its fleet of about 200 satellites that generate a complete image of the earth's surface every day. It just celebrated its first quarter of EBITDA profitability, but at the time, it was still working to close its combination with dMY Technology Group IV. Niccolo de Masi, who at the time steered dMY IV, also joined to explain the investment case for Planet and the private space industry more broadly. Many of those space ventures that combined with SPACs are now booming despite equity market headwinds. But, what did the pathway to the stars look like four years ago, and what challenges remain?

When we are able to see the full scope of a problem, rather than a fragment, it changes how we respond. Throughout history, comprehensive data has catalyzed transformative change—from the measurements that spurred the halting of ozone depletion to the coral reef monitoring networks that revealed the devastating impacts of ocean acidification. Yet, the average person remains disconnected from visualizing their lifestyle's impact on Earth's systems, leaving an incomplete perception of our collective footprint. But what transformations might occur if we could observe the full consequences of our consumption patterns as they ripple across forests, oceans, and the atmosphere in real time? In this episode, Nate is joined by Will Marshall, co-founder and CEO of Planet Labs. Planet Labs' mission is to capture daily images and real-time data of the entire Earth using a fleet of hundreds of satellites, in order to make global change visible, accessible and actionable. Will shares how this data is being harnessed to tackle environmental challenges like deforestation and reducing methane emissions, and how AI is analyzing it to help governments, NGOs, and businesses make informed – and planet friendly – decisions. Will also emphasizes Planet Labs' commitment to transparency and accountability on a global scale, ultimately aiming to make substantial contributions to the pursuit of Earth's ecological integrity.  How can we harness this extraordinary technological innovation (and others like it) to better fulfill our roles as planetary stewards? What sorts of environmental projects – such as carbon trading or protecting coral reefs – benefit most from this new data? Finally, how are small communities using this data to create targeted, local environmental strategies that will build ecological wealth for future generations?  (Conversation recorded on March 14th, 2025)   About Will Marshall: Will Marshall is the Co-Founder and CEO of Planet Labs, where he leads the overall company strategy and direction. Prior to Planet, Will was a Scientist at NASA/USRA where he was a systems engineer on lunar orbiter mission “LADEE”, a member of the science team for the lunar impactor mission “LCROSS”, served as Co-Principal Investigator on PhoneSat, and was the technical lead on research projects in space debris remediation. Will received his Ph.D. in Physics from the University of Oxford and his Masters in Physics with Space Science and Technology from the University of Leicester. Will was also a Postdoctoral Fellow at George Washington University and Harvard.   Show Notes and More Watch this video episode on YouTube   Want to learn the broad overview of The Great Simplification in 30 minutes? Watch our Animated Movie.   ---   Support The Institute for the Study of Energy and Our Future Join our Substack newsletter Join our Discord channel and connect with other listeners  

SpaceX launched the NROL-57 mission from Vandenberg Space Force Base. Planet Labs have announced financial results for the period ended January 31, 2025. Bellatrix Aerospace and Astroscale are aiming to create synergies across both the Indian and Japanese space ecosystems, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Elysia Segal from NASASpaceflight.com brings us the Space Traffic Report. Selected Reading SpaceX NROL-57 Mission Planet Reports Financial Results for Fourth Quarter and Full Fiscal Year 2025 Bellatrix Aerospace and Astroscale Japan Sign MOU to Strengthen Space  Sustainability and In-Space Mobility LeoLabs and ST Engineering Geo-Insights Sign MOU to Accelerate Space Situational Awareness Technology Development in Asia-Pacific North West takes a giant leap into space with landmark Axiom Space agreement Trive-Backed Karman Space & Defense Completes Successful IPO Redwire Receives All Regulatory Approvals for its Acquisition of Edge Autonomy ICEYE and Juvare announce strategic partnership to enhance disaster response with real-time satellite-driven solutions ‘So relieved': Friends of astronaut Suni Williams gather in Needham to watch her safe return – Boston 25 News T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Planet Labs marked its first quarter of profitability by adjusted EBITDA. The satellite imagery and earth observation data company saw its backlog surge in the fiscal fourth quarter by 115%. Co-founder, Chair & CEO Will Marshall joins Morgan Brennan to discuss the quarter and why he sees the company as being at an inflection point.

Planet Labs marked its first quarter of profitability by adjusted EBITDA. The satellite imagery and earth observation data company saw its backlog surge in the fiscal fourth quarter by 115%. Co-founder, Chair & CEO Will Marshall joins Morgan Brennan to discuss the quarter and why he sees the company as being at an inflection point.

Japan's SKY Perfect JSAT confirms that it has contracted Planet Labs to build their low Earth orbit constellation. The US Air Force's AFWERX has selected a proposal from Momentus to perform an in-space demonstration flight of multispectral sensors for Rendezvous and Proximity Operations (RPO). SpaceX launches Maxar's fifth and sixth WorldView Legion satellites, and more. Remember to leave us a 5-star rating and review in your favorite podcast app. Be sure to follow T-Minus on LinkedIn and Instagram. T-Minus Guest Our guest today is Dr. David Smith, the CEO at Mojave Air and Space Port. You can find out more about Mojave Air and Space Port on LinkedIn, and on their website. Selected Reading SKY Perfect JSAT and Planet Labs PBCPartner to Build a $230M Low-Earth Orbit Satellite Constellation Momentus Selected by U.S. Air Force for Space Demonstration of Rendezvous Using Low-Cost Multi-Spectral Sensor Suite- Business Wire Maxar Successfully Launches Fifth and Sixth WorldView Legion Satellites- Business Wire ESA and Finland pave the way towards a supersite for Earth observation CNES to Develop Reusable Upper Stage for Heavy-Lift Rocket - European SpaceflightRocket Lab Signs Multi-Launch Contract with iQPS for Four Electron Missions Five Eyes Launch Guidance to Improve Edge Device Security - Infosecurity Magazine  Space Foundation Names Emily Calandrelli Recipient of 2025 Douglas S. Morrow Public Outreach Award True Anomaly Appoints Frank Calvelli, Pentagon's First-Ever Dedicated Service Acquisition Executive in Charge of Military Space Programs, to its Board of Directors Grand Canyons Of The Moon T-Minus Crew Survey We want to hear from you! Please complete our 4 question survey. It'll help us get better and deliver you the most mission-critical space intel every day. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at space@n2k.com to request more info. Want to join us for an interview? Please send your pitch to space-editor@n2k.com and include your name, affiliation, and topic proposal. T-Minus is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

Satellite imagery is revolutionising the way insurers assess risk, track disasters and provide coverage. In this episode, Matthew Grant speaks with Berend de Jong, Global Insurance & Finance Lead at Planet Labs, about how high-resolution satellite imagery and geospatial data are reshaping the insurance industry. With a fleet of over 200 satellites capturing daily images of the Earth's surface, Planet Labs enables insurers to enhance flood and wildfire risk modeling, parametric insurance solutions and pre/post-loss assessments. The conversation explores real-world applications, including how instant satellite imaging played a key role in analysing the Los Angeles wildfires and German floods, and how parametric insurance providers like Floodbase leverage satellite data to develop innovative flood coverage solutions. Key Talking Points From consulting to satellites – Berend's career journey How Planet Labs' 200+ satellites capture daily Earth imagery The power of high-resolution imaging – down to 30-40 cm Tasking satellites on demand – costs, speed, and accessibility Optical vs. SAR satellites – when to use each technology Los Angeles wildfires case study – tracking fire progression in real time German floods case study – distinguishing between river and rain-driven floods Parametric insurance in action – partnerships with AXA, Swiss Re, and FloodBase Underwriting & claims insights – using satellite data for smarter decisions The future of satellite data – affordability, accessibility, and evolving use cases If you like what you're hearing, please leave us a review on whichever platform you use or contact Matthew Grant on LinkedIn. You can also contact Berend de Jong on LinkedIn to start a conversation! Sign up to the InsTech newsletter for a fresh view on the world every Wednesday morning. Continuing Professional Development This InsTech Podcast Episode is accredited by the Chartered Insurance Institute (CII). By listening, you can claim up to 0.5 hours towards your CPD scheme. By the end of this podcast, you should be able to meet the following Learning Objectives: Describe how high-resolution satellite imagery supports risk assessment, underwriting, and claims management in insurance. List the key differences between optical satellites, SAR (Synthetic Aperture Radar) and passive microwave technology in data collection. Identify the real-world applications of satellite data through case studies, including Los Angeles wildfires and German floods. If your organisation is a member of InsTech and you would like to receive a quarterly summary of the CPD hours you have earned, visit the Episode 340 page of the InsTech website or email cpd@instech.co to let us know you have listened to this podcast. To help us measure the impact of the learning, we would be grateful if you would take a minute to complete a quick feedback survey.

Join us for an engaging conversation with John Coogan, Entrepreneur in Residence at Founders Fund, as we explore a wide range of moonshot ideas from Cybersecurity to moon Colonization to humanoid military robotsEpisode Timestamps: 00:00 Intro01:57 Startup Idea 1: Cybersecurity for AI companies11:37 Startup Idea 2: Moon-focused space startup21:33 Startup Idea 3: Kid-friendly smartphone alternative 36:02 Startup Idea 4: Humanoid military robots 1) Cybersecurity for AI companies • AI models = new high-value digital assets• Estimated $500M to train GPT-4• Potential for theft/espionage• Opportunity: Build Fort Knox-level security for AI weights• Think Chainalysis, but for AI2) Moon-focused space startup • SpaceX focused on Mars, opportunity on the Moon• Easier access, always visible from Earth• Ideas: Moon tourism, mining, asset placement• Leverage SpaceX's falling launch costs• Be the "Varda" or "Planet Labs" of the Moon3) Kid-friendly smartphone alternative • Parents want device control, kids need connectivity• Opportunity: Build ruggedized, fun, limited-feature phone• No addictive apps, basic communication + learning tools• Counter-position against Apple's sleek designs• Target millennial parents via Instagram ads4)  Humanoid military robots • Combine trends: AI, robotics, defense tech• Controversial but attention-grabbing• Potential uses: Tele-operated missions, security• Ethical concerns, but tech seems inevitable• Opportunity to lead in emerging fieldWant more free ideas? I collect the best ideas from the pod and give them to you for free in a database. Most of them cost $0 to start (my fav)Get access: https://www.gregisenberg.com/30startupideasWork with me and my team: LCA — world's best product design firm to build apps, websites and brands people love. https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.startupempire.co/Stop Building Websites That Look Good But Don't Sell: https://www.designscientist.com/design-store?b=https://www.designscientist.com/FIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/FIND JOHN ON SOCIALJohn's Podcast: https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=7TdH3TuJQWmsTt53e9s7Rg&nd=1&dlsi=ab2bcd252c4847ccX/Twitter: https://x.com/johncooganLinkedIn: https://www.linkedin.com/in/jacoogan/

Friend of the Pod Decker Eveleth found the Burevestnik deployment site, it seems! Decker, of the CNA Corporation, has tracked down what appears to be the deployment site of the 9M730 Burevestnik, aka the SSC-X-9 Skyfall, using Planet Labs satellite imagery. It appears to be about 300 miles north of Mosco, near a national-level nuclear storage facility.  Decker and Jeffrey talk through Decker's methodology for identifying the storage facility, why Russia may deploy such a dangerous system so close to major cities, and the bureaucratic politics that could be driving the development of this bizarre weapon.  Support us over at Patreon.com/acwpodcast!