2026-01-22
Terawave from Blue Origin is interesting for a few reasons. 1. they're going after enterprise customers: high bandwidth, fewer users, point-to-point and symmetric links. this is a very different play than starlink and requires a different architecture. 2. it shows they're [image]
CNBC
Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027
Jeff Bezos' space venture Blue Origin announced Wednesday it plans to deploy 5,408 satellites in space for a communications network that will take on SpaceX and Amazon.
2026-01-21
Terawave from Blue Origin is interesting for a few reasons. 1. they're going after enterprise customers: high bandwidth, fewer users, point-to-point and symmetric links. this is a very different play than starlink and requires a different architecture. 2. it shows they're [image]
CNBC
Blue Origin unveils TeraWave, a satellite communications network for enterprise, data center, and government customers, and plans to begin deployment in Q4 2027
Jeff Bezos' space venture Blue Origin announced Wednesday it plans to deploy 5,408 satellites in space for a communications network that will take on SpaceX and Amazon.
2026-01-03
there are very few analysts who I feel seriously engage with the complexities of china's industrial ecosystem. @danwwang and @kyleichan are among the best I've discovered over the last year. highly recommend reading Dan's letter below + subscribing to Kyle's substack.
Dan Wang
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, how China and the US are building the future, and more
danwang.co/2025-letter/ Conor Sen / @conorsen : This is how I learned I'm a better fit for finance culture and tech culture. You only succeed in tech culture by fully embracing th...
2026-01-02
there are very few analysts who I feel seriously engage with the complexities of china's industrial ecosystem. @danwwang and @kyleichan are among the best I've discovered over the last year. highly recommend reading Dan's letter below + subscribing to Kyle's substack.
Dan Wang
Tech analyst Dan Wang reflects on the Chinese Communist Party vs. Silicon Valley, AI and manufacturing, and how China and the US are building the future
One way that Silicon Valley and the Communist Party resemble each other is that both are serious, self-serious, and indeed, completely humorless.