Not Investment Advice

233: SpaceX $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy

Sep 16, 2025
Explore the monumental $17B deal by SpaceX aimed at revolutionizing satellite services, especially in rural areas. Delve into the optimistic Tesla bull case and Oracle's ambitious $1T AI project, which is shaking up the tech landscape. Discover the exciting Gas Wars NFT project, featuring unique auction mechanics and new token concepts. The conversation also touches on the potential merger of major media players like TikTok, showcasing how technology and innovative strategies are reshaping the future of business and entertainment.
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INSIGHT

SpaceX Bought Spectrum To Be A Global Backup

  • SpaceX bought EchoStar spectrum to enable satellite-to-cell capabilities as a global backup carrier rather than a full cellular replacement.
  • This move leverages Starlink coverage and could create a valuable low-latency global fallback service for emergencies and remote use.
ADVICE

Treat Satellite Service As A Complementary Backup

  • Consider paying for a satellite backup service if you value connectivity in emergencies, planes, or rural areas.
  • Treat it as a complementary global carrier, not a replacement for everyday cellular plans.
ANECDOTE

Mesh Messaging Took Off During Nepal Shutdown

  • Jack Dorsey released a Bluetooth mesh messaging app that saw huge usage in Nepal during an internet shutdown.
  • Decentralized tools can become critical when governments cut centralized networks, enabling citizens to organize offline.
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