Speaker 1: With laurn segle And from London and Gerard Read from Berlin.
Speaker 1: This is Redefining Energy Today.
Speaker 2: On Refining Energy job, we're going to talk about space.
Speaker 1: The final frontier, Space a final frontier.
Speaker 2: And there's been so much debate conversation around data centers
Speaker 2: in space, and especially all the excitement around the SpaceX
Speaker 2: IPO that we really wanted to know if it was
Speaker 2: science fiction or if it was for.
Speaker 3: Real absolutely charty, right, Yeah.
Speaker 2: Before we introduce our guests, I have a one minute
Speaker 2: clip from Elon Musk explaining why half of the centers
Speaker 2: will be in space in a few years. Let's listen
Speaker 2: to the.
Speaker 4: The availability of energy is the issue. If you look
Speaker 4: at electrical output outside of China, everywhere outside of China
Speaker 4: it's more or less flat. But if you're putting data
Speaker 4: centers anywhere except China, where you're gonna get you electricity,
Speaker 4: especially as you scale, the output of chips is growing
Speaker 4: pretty much exponentially, but the output of electricity is flat.
Speaker 4: So how you're going to tell them chips aren't It's
Speaker 4: harder to scale on the ground than it is to
Speaker 4: scale in space. But also you're going to get about
Speaker 4: five times the effectiveness of solid pals in space versus
Speaker 4: the ground. And you don't need batteries because you don't
Speaker 4: have a day, night cycle, or seasonality, clouds or an
Speaker 4: atmosphere in space. So it's actually much cheaper to do
Speaker 4: in space. And my prediction is that it will be
Speaker 4: by far the cheapest place to put AI will be space,
Speaker 4: and thirty six months less, you can mark my words,
Speaker 4: in thirty six months, the most economically compelling place to
Speaker 4: put AI will be space.
Speaker 5: Lauren, I'm not going to bet against Ela Musco on that.
Speaker 3: That's what I would say too.
Speaker 5: Now is timing my be out a little bit as usual.
Speaker 5: I definitely think we're going to get there. I definitely
Speaker 5: think we're going to get there now.
Speaker 2: Not the only thing in space. There's a lot of
Speaker 2: satellites already and more coming. So our guest had an idea,
Speaker 2: and this guy has already built two space companies, so
Speaker 2: you know what he's talking about is at the Innovation
Speaker 2: and Engineering Committee at NASAU. His idea is to help
Speaker 2: refuel the satellites.
Speaker 5: Yes, Laura, and we were really lucky to get one
Speaker 5: of those pioneers that come on the show, and this
Speaker 5: is Andrew Rush is a CEO of Star Catcher. As
Speaker 5: you said, what they're doing is they're building the world's
Speaker 5: first orbital electrical.
Speaker 2: Grid, and he's signing PPAs his satellite company, which is
Speaker 2: absolutely extraordinary. So let's bring you on the show and
Speaker 2: try to understand what energy as a service platform in
Speaker 2: space is all about.
Speaker 3: Absolutely, Andrew, welcome to the show. Thank you for having me, Hundrew.
Speaker 6: Great to have you, and I'd like to really kick
Speaker 6: off with a simple question, which is if I look
Speaker 6: at what you're doing, you're trying to build the world's
Speaker 6: first orbital energy grid. Just please explain to us what
Speaker 6: that is.
Speaker 7: Yeah, we live in an amazing time. We live in
Speaker 7: basically the second Golden Age, and we've seen the number
Speaker 7: of satellites on orbit go from one thousand to now
Speaker 7: ten thousand and soon to be one hundred thousand. Every
Speaker 7: satellite in space has its own power generator. They're all
Speaker 7: going on basically camping trips to space. They have their
Speaker 7: own solar rays. When they see the sun, they charge up.
Speaker 7: When they don't, they live off the batteries. This is
Speaker 7: really constraining, and in fact, the average satellite in space
Speaker 7: has something like fifteen hundred blatts of power availability on
Speaker 7: board about as much as my kid's gaming computer uses.
Speaker 7: But we want our satellites to act like cell phone
Speaker 7: towers in space. We want to do orbital compute in space.
Speaker 7: We want to do manufacturing.
Speaker 3: One day.
Speaker 7: We take amazing high resolution images and process those and
Speaker 7: send them down to Earth. All of these things are
Speaker 7: really power intense, so there's a disconnect between the amount
Speaker 7: of power available and what we want to do in space.
Speaker 7: At Starcatcher, the company that I co founded, we are
Speaker 7: solving this problem by building a power grid in space
Speaker 7: that collects energy from the Sun and concentrates it and
Speaker 7: then distributes that energy to our client satellites by sending
Speaker 7: them basically the kinds of light that solarrays are already
Speaker 7: really good at turning into power, which basically visible and
Speaker 7: near infrared light. So we're building a grid in space
Speaker 7: that will beam energy from our satellite to our client
Speaker 7: satellites so that they don't have just fifteen hundred blots
Speaker 7: of power availability, they have like fifteen thousand months or
Speaker 7: one hundred thousand months, begin to have enough power to
Speaker 7: answer the call of what we are building in the
Speaker 7: future in space.
Speaker 6: And Andrew just let me cut across. Say when you
Speaker 6: say when you When I heard the words be me,
Speaker 6: I thought of beam me up, Scotty, right and sorry.
Speaker 6: Explain to me how you're transmitting the power.
Speaker 3: Talk a little bit about that, Jerald.
Speaker 7: I appreciate that because I grew up on this steady
Speaker 7: diet of science fiction and sites fact and specifically Star Trek,
Speaker 7: so appreciate the reference. So we have on board our
Speaker 7: satellites we have multiple wavelengths of lasers that we use
Speaker 7: to generate essentially of flashlight, and you think of it
Speaker 7: as a flashlight in space, like a big column of
Speaker 7: light that we can steer in space. It's about a
Speaker 7: meter and a half across, so it starts with lasers,
Speaker 7: but it really is more like a flashlight. And that's
Speaker 7: enough to bathe the average solar ray that's on a
Speaker 7: spacecraft on orbit in energy so that that can supercharge.
Speaker 2: So the Saturday light will keep their batteries, but they
Speaker 2: would receive your beam. So how far away are you
Speaker 2: going to be and how long is it going to
Speaker 2: take to chalk the battery.
Speaker 7: We put a lot of emphasis on being backward compatible.
Speaker 7: People don't have to buy a custom receiver to work
Speaker 7: with us, They don't have to change the orientation of
Speaker 7: their spacecraft on moor a bit, and we just beam
Speaker 7: energy to their arrays whether they're in sunlight themselves and
Speaker 7: they can actually get more energy by bias putting more
Speaker 7: light on them, or when they're an eclipse, and we
Speaker 7: can keep them powered. How long it takes to charge
Speaker 7: is really mission dependent. If somebody says, hey, my satellite
Speaker 7: has a thousand lots of power native on board, really
Speaker 7: like another two thousand watts, well, we're just going to
Speaker 7: put a couple of suns of energy equivalent on them consistently.
Speaker 7: Now contrast that with somebody that says, hey, I'm going
Speaker 7: to go do this maneuver. I'm going to use my
Speaker 7: electric propulsion thruster to boost my orbit up a little bit.
Speaker 7: So I just need additional power for like this two
Speaker 7: hour period, and so then we would just give them
Speaker 7: a dish that power for about that two hour period.
Speaker 7: And then in terms of how far we can throw
Speaker 7: the light. Now, we're a slave to physics like everyone is.
Speaker 7: So the configuration that we have, the design we have,
Speaker 7: we can beam energy up to about two thousand kilometers
Speaker 7: away from our core power node satellites and so we
Speaker 7: cover everywhere in LEO by putting up a constellation of
Speaker 7: about two hundred satellites.
Speaker 2: Now I've done a bit of research, and of course
Speaker 2: what's been amazing is the decrease in the cost of
Speaker 2: sending some mass into space. So if I look twenty
Speaker 2: five years ago, you had the legacy, the low key,
Speaker 2: the high end, they would charge you ten thousand dollars pokidogram.
Speaker 2: Now Falcon nine is going to charge you one thousand,
Speaker 2: five hundred, so that's what eight times cheaper. And of
Speaker 2: course Starship announced two hundred dollar pakido Are you banking
Speaker 2: on those advancements?
Speaker 7: The reduction in launch cost over the last like ten
Speaker 7: or fifteen years has just been an enormous boon to
Speaker 7: the commercial space industry. Really, it birthed this modern commercial
Speaker 7: space industry, like having launch cost way down and expanding availability,
Speaker 7: and that's what's enabled next generation remote sensing Earth observation
Speaker 7: companies like Planet and that's what's enabled the direct to
Speaker 7: sell connectivity constellations we're seeing being put up from AST Mobile,
Speaker 7: Amazon and SpaceX themselves, and that's what is enabling the
Speaker 7: future of space. But you really need additional infrastructure. Can
Speaker 7: think of launch as basically transportation infrastructure the roads of space,
Speaker 7: and we really need additional infrastructure to unlock the true
Speaker 7: next generation applications of space, and that's where building power
Speaker 7: grid like we're doing Starcatcher comes into play. We're excited
Speaker 7: for launch costs to continue to come down, but we're
Speaker 7: not reliant upon our business, our technology. Our constellation doesn't
Speaker 7: require starship for exams sample to be up and flying
Speaker 7: and available at two hundred dollars a kilogram, because we've
Speaker 7: actually seen a little bit of a retraction in the
Speaker 7: last two or three years in that trajectory of launch cost.
Speaker 7: We got down to about that thirteen hundred dollars kilogram number,
Speaker 7: and now it's actually gone, it's ticked up a little
Speaker 7: bit to maybe more like two thousand Andrew.
Speaker 6: Could you just explain to me, if I am a
Speaker 6: satellite company today, what's the economic benefit for me actually
Speaker 6: going and using your services right now?
Speaker 7: If you're a satellite owner operator, you buy everything up front,
Speaker 7: the capex, to design your system, to build your satellites,
Speaker 7: and the field those is the biggest hurdle for you
Speaker 7: to clear and in fact, a lot of space companies
Speaker 7: die in that capital formation capex part of the story.
Speaker 7: So one of the huge benefits that we provide just
Speaker 7: from a business perspective is that the power system is
Speaker 7: fifteen to twenty percent of the cost of a satellite.
Speaker 7: But what we do is we're selling energy to you
Speaker 7: not as a big upfront call it is a big
Speaker 7: capex cost, but actually just as an opex cost. So
Speaker 7: we sell energy like on a WAT per year delivered basis,
Speaker 7: as an operating expense, and so that lowers that initial
Speaker 7: cost barrier and enables folks to get up faster and
Speaker 7: more cheaply, and also stay in a smaller form factor
Speaker 7: because although launch costs have come down, it's still not
Speaker 7: free to put things in space. We enable satellites that
Speaker 7: are a few hundred kilograms that costs maybe single digit
Speaker 7: millions to have the same power availability as satellites that
Speaker 7: are thousands of kilogram and cost tens of millions of dollars.
Speaker 7: There's just enormous savings and changes in the way that
Speaker 7: we design systems. Now, of course, there are other benefits
Speaker 7: to life extension of assets on orbit. That's a really
Speaker 7: big one of being able to letting people increase the
Speaker 7: uptime that they have available on their spacecraft. All of
Speaker 7: these things are additional ways that we provide a lot
Speaker 7: of value just satellite designers today.
Speaker 2: So you can to announce two hundreds of them, one
Speaker 2: of them, how much does it cost.
Speaker 7: The general approach that we take at Starcatcher is a
Speaker 7: crawl walk run approach to technology maturation and then fielding
Speaker 7: system we're building. We've actually built our first satellite. It's
Speaker 7: a subscale system that will fly in the next year.
Speaker 7: We are closer to that launch date. We're going to
Speaker 7: talk more about that, and then we'll field in a
Speaker 7: subscale operational prototype pilot power plant a few years after that,
Speaker 7: and then get to full up operational capacity. By the
Speaker 7: end of the decade. Each satellite will have about one
Speaker 7: hundred kilo loots of energy delivery capacity, and the total
Speaker 7: constellational be able to service about twenty percent of the
Speaker 7: current power generation demand on orbit today. Now, of course,
Speaker 7: that demands a moving target ten x number satellite space.
Speaker 7: That demand is going to go up by ten x
Speaker 7: and so the constellation size actually will grow as the
Speaker 7: number of customers grow in space.
Speaker 2: I'm making comparison which don't make any sense, but for me,
Speaker 2: that makes sense. You know, it's a bit EV charging
Speaker 2: and EV's but a good thing is now the EV's
Speaker 2: already in space, so you arrived with your EV charging
Speaker 2: satellite charging. So the economics, let's say one of your boxes,
Speaker 2: because I don't know ten million for the sake of
Speaker 2: the argument, maybe it's one. Maybe I don't know, how
Speaker 2: confident are you that you're going to say, say a
Speaker 2: million a year? How does the economics of one of
Speaker 2: your box works?
Speaker 7: I love the comparison to the EV chargic network.
Speaker 3: One of the.
Speaker 7: Things that I'm proud of that in the way that
Speaker 7: we've designed this is that the way we send the
Speaker 7: energy is compatible with sort of the existing gas cap
Speaker 7: that'sllites have, like with their existing solo right, we don't
Speaker 7: have this Tesla plug design versus the next plug design
Speaker 7: kind of war going on there. But to your question
Speaker 7: of you know, how confident are we in the economics
Speaker 7: of it? One of the first things I did when
Speaker 7: we started this company was just call a whole bunch
Speaker 7: of my friend the space industry. This is actually the
Speaker 7: third space company that I have fled or scaled. Then
Speaker 7: the first two had quite good outcome. I was the
Speaker 7: CEO of a company called Made in Space, which was
Speaker 7: the first company to three print off the face of
Speaker 7: the planet, and built that up and sold that quite
Speaker 7: successfully in twenty twenty. And then I was the chief
Speaker 7: operating officer of red Wire through taking that company public
Speaker 7: and now it's a couple billion dollar firm. And so
Speaker 7: I called CEOs of space station companies, coos, remote sensing
Speaker 7: companies and tele communications companies and described what we wanted
Speaker 7: to build, described the ambition, and every single one of
Speaker 7: those prepol said, hey, this is really cool. I would
Speaker 7: use it this way like I would use it like
Speaker 7: in the way that you suggested, and hear other use cases,
Speaker 7: and so that gave us a lot of confidence. And
Speaker 7: then from there we've gone and actually gotten forty letters
Speaker 7: of intent signed by basically every flavor of space company.
Speaker 7: It's several billion dollars potential contract value associated with that.
Speaker 7: And then we even converted seven of those two power
Speaker 7: purchase agreements where folks that pay us a deposit to
Speaker 7: lock in the power rates contemplated in their letters of
Speaker 7: intent for a period of years. So that plus the
Speaker 7: work that we've been able to do with the US
Speaker 7: government gives us really high confidence that the Economics Pencil
Speaker 7: out not only on a per spacecraft basis, but for
Speaker 7: the overall TAM and the overall constellation.
Speaker 6: Andrew can I also just to ask a little bit
Speaker 6: about data centers in space, and I know they're not
Speaker 6: necessarily doing that, but I can imagine if they do
Speaker 6: take off, this is just a huge market, a huge
Speaker 6: opportunity for you, right, So what's your views on that
Speaker 6: and how do you fit into it? And I just
Speaker 6: actually just look to hear generally how you see the
Speaker 6: success possibilities.
Speaker 7: I'll lead off by saying, essentially every orbital data center
Speaker 7: startup has signed either a letter of intent or a
Speaker 7: power prise agreement with us because it's this interesting like
Speaker 7: symbiotic relationship there that they know power is the key thing,
Speaker 7: and for us it represents huge upside potential. We recently
Speaker 7: closed a series a round of sixty five million dollars,
Speaker 7: which is one of the largest series as for space
Speaker 7: technology company ever and that was before SpaceX went public
Speaker 7: on a thesis of building data centers in space, and
Speaker 7: so there's even more kind of upside that we see there.
Speaker 7: In general, the thing that's interesting about data centers in
Speaker 7: space is if you kind of break it down into
Speaker 7: use cases. The most near term use case for compute
Speaker 7: in space is just GPUs to do high speed processing
Speaker 7: and inference and AI analysis of things and then providing
Speaker 7: that data and providing insights to folks, not just raw data.
Speaker 7: That's something that's happening now on satellites. What I believe
Speaker 7: the near slash medium term use case for data centers
Speaker 7: in space like that actually underpins the thesis of them
Speaker 7: is the fact that.
Speaker 3: We are moving a lot of.
Speaker 7: Telecommunications into the space layer. Your cell phone, if it's
Speaker 7: less than like two generations old, probably has the capacity
Speaker 7: to send text messages or other data through a satellite,
Speaker 7: like directly to a satellite, and that brings satellites kind
Speaker 7: of into the telecommunications tapestry of the planet, and so
Speaker 7: services that benefit from being geographically close to that telecommunications tapestry.
Speaker 7: So think like inference nodes, think content distribution networks. Those
Speaker 7: things make sense to put in space where they're geographically
Speaker 7: close to Starling satellites, Amazon satellites, ast mobile satellites. Now
Speaker 7: the longer term, it will data centers be as cheap
Speaker 7: to put in space as they are to build on
Speaker 7: the ground. That is a maybe it's not a today
Speaker 7: thing it's a good marketing ploy for the SpaceX S one.
Speaker 7: I don't think it's going to be realistic that it's
Speaker 7: going to be as cheap to put a data center
Speaker 7: in space in two or three years as it is
Speaker 7: de bulod plant.
Speaker 2: So I've done a bit of a back and on
Speaker 2: the loop calculation. You get it if I'm or wrong.
Speaker 2: If you put a one gigat orbital data center, it
Speaker 2: requires one hundred thousand tons of hardware, and even if
Speaker 2: we use the starship level pricing, which is two hundred pakido,
Speaker 2: the cost of that data center is going to be
Speaker 2: forty trillion dollar, which is the GDP of the US,
Speaker 2: knowing that on Earth one gigaba data center costs two
Speaker 2: hundred times less. Am I wrong?
Speaker 7: The reporting that I have seen for a one gigawatt
Speaker 7: data center is if you make some fairly aggressive assumptions
Speaker 7: about what the spacecraft would cost and what SpaceX is
Speaker 7: cost for launches, not the price but their cost, you
Speaker 7: get more like one hundred billion. And maybe you get
Speaker 7: into like the sixty or eighty billion, but it's more
Speaker 7: like one hundred. And I've also seen folks say that
Speaker 7: a one gigawatt all up no data center is the
Speaker 7: tens of billion of cost depending on where you're building it,
Speaker 7: regulatory kind of things.
Speaker 3: I think I've seen. That's what I've seen.
Speaker 2: So what you're saying is that not my back on
Speaker 2: the envelope calculation, but some real experts think that the
Speaker 2: price in space is in the current zone of what
Speaker 2: we're seeing on the land.
Speaker 7: To modify that slightly, what I've seen from folks that
Speaker 7: are close to the metal here is that they see
Speaker 7: a pathway where there might be price parity if you
Speaker 7: make assumptions about launch cadence for Starship and real optimization
Speaker 7: on launch cost for SpaceX to put their own hardware up,
Speaker 7: and that they can get the satellites to a very
Speaker 7: aggressive cost point. Obviously, Starship is not flying operationally yet
Speaker 7: and therefore it's not cost optimized for launch, but it
Speaker 7: paints a picture to I think in the five or
Speaker 7: ten year timescale that you could achieve a reasonable cost
Speaker 7: parody if you're totally vertically ingrated.
Speaker 6: Andrew, that's fascinating for me to actually hear that, because
Speaker 6: maybe I just come back a little bit too, what
Speaker 6: are the problems that we see in space? Because I
Speaker 6: get the whole idea of a data center in space,
Speaker 6: But what are the issues? What are we missing?
Speaker 7: There's a lot of engineering that needs to happen. And look,
Speaker 7: I mean, I just I'll just like identify myself as
Speaker 7: a space optimist. I believe deeply in the potential that
Speaker 7: space has for humanity and for enriching people's lives and
Speaker 7: the planet. It's exciting to be talking about new uses
Speaker 7: of space. That is what data processing in space is.
Speaker 7: It is a new use in space. All that being said,
Speaker 7: if you think about a data center on the Earth,
Speaker 7: you are constantly maintaining it. You're constantly rebuilding it, putting
Speaker 7: the latest and greatest GPUs in GPUs do have a
Speaker 7: useful operational life, a useful economic life of several years.
Speaker 7: But ten year old GPUs is not commercially viable, so
Speaker 7: you have to maintain and upgrade those systems. Obviously, thermal
Speaker 7: like heat is a big issue. Now, that's an issue
Speaker 7: that we have that on the one hundred kill a
Speaker 7: watt scale we have solved in space already, Like the
Speaker 7: International Space Station has a thermal control system that's one
Speaker 7: hundred hundred feet kill lots. So the size of spacecraft
Speaker 7: that folks like SpaceX and others are talking about thermal
Speaker 7: has been solved at that class of heat rejection. Now
Speaker 7: gig a lot. If you're going to have a thousand
Speaker 7: satellites to do that, then you just got to build
Speaker 7: a thousand of the systems. If you want to create
Speaker 7: one big monel ethic one, there's a whole lot of
Speaker 7: other building structures in space, things that you've not done
Speaker 7: yet that would need to be solved.
Speaker 6: So then my prediction at the beginning of the year,
Speaker 6: which was we would have the first data center in
Speaker 6: space by the end of the year is probably are
Speaker 6: you were going.
Speaker 3: To put odds in it? What would you give me?
Speaker 2: No?
Speaker 3: No, Gerald, you won your bet. You won your bet.
Speaker 7: That Depending on how you define a data center, it's
Speaker 7: already happened. Like Phil Johnson at star Cloud has already
Speaker 7: put GPUs in space, and I think we did that
Speaker 7: in October of last year. If on the other hand,
Speaker 7: you're saying, hey, I want to see a gig a
Speaker 7: lot of power in space or gigle lass like, yeah,
Speaker 7: you're you're not going to win that.
Speaker 6: Bet, all right, Andrew you I've won the bet. So
Speaker 6: this is making difference, Thank you very much.
Speaker 3: If you just answered I won't.
Speaker 6: That's all right, that's all accounts.
Speaker 2: Yeah, so let me explain you how it works with Jah.
Speaker 2: So we throw a dots on a wall and then
Speaker 2: he paints the round around.
Speaker 3: Date, so it's bullseye. It's always want time under you've
Speaker 3: made my day. That'd be a certaince.
Speaker 6: And just maybe to finish off there, maybe talk a
Speaker 6: little bit about where you're at now as a company
Speaker 6: in terms of real commercial readiness, and then you know
Speaker 6: what the next steps are, and then really how do
Speaker 6: you see the business in five years time.
Speaker 7: Starcatcher has just been an incredibly high velocity run so far,
Speaker 7: and the company is two years old, and in those
Speaker 7: two years we have gone from three folks with an
Speaker 7: idea to fifty strong, and we've threw an it's demonstration
Speaker 7: and a series of ground demonstrations proven out the core technology.
Speaker 7: Like we broke Darkwol's world record for optical power transmission.
Speaker 7: We did this cool demonstration and down at Kennedy Space
Speaker 7: Center where they used to land, launch and land the
Speaker 7: space level and broke that record. We did our first
Speaker 7: in space demonstration showing how we locate client satellites in
Speaker 7: space and track them so we can BEM energy at them.
Speaker 7: And then we built our first satellite that's going to
Speaker 7: fly soon. So the next steps for US is putting
Speaker 7: up a series of satellites to continue to operationalize the technology,
Speaker 7: and then by the end of the decade having operational
Speaker 7: capacity to start servicing the gigawatts of power command that
Speaker 7: are currently unmet in space. And really, if I look
Speaker 7: out ten years from now, what Starcutcher look like, what
Speaker 7: does space look like? I'm really excited actually for the
Speaker 7: things I can't predict, because I think that what we
Speaker 7: are building, in combination with the increased availability of low
Speaker 7: cost launch, really forms the infrastructure the foundation that all
Speaker 7: of these other amazing known and knowable but also new
Speaker 7: applications are going to come online. This enables five G connectivity.
Speaker 7: We're on the planet like literally anywhere without cell towers,
Speaker 7: like to just a normal phone. This enables in space
Speaker 7: manufacturing at scale, enables or data centers at scale and
Speaker 7: at reasonable prices, and all of that then just allows
Speaker 7: us to kind of go further out from a commercial
Speaker 7: and an exploration and a national global security perspective.
Speaker 2: When Andrew, as you say in Star Trek, Peace and prosperity,
Speaker 2: live long and prosper live long and prosper.
Speaker 3: I prefer baby Up, Scottie.
Speaker 1: They're both strongs a lot.
Speaker 6: That's brilliant.
Speaker 3: Thanks so much. Yeah, thanks folks.
Speaker 5: Mind blowing, Laurente, mind blowing. Really, it's just the speed
Speaker 5: of change, the speed of innovation. It's just hard to
Speaker 5: keep up with everything.
Speaker 2: What is exciting it is the America. I love, ambitious, fearless, innovative.
Speaker 2: You won't find this in any other country. So that's
Speaker 2: my admiration. The fact that you can raise almost one
Speaker 2: hundred million dollars for his plan and the only ecosystem
Speaker 2: around him with NASA, with SpaceX, with Amazon. The advance
Speaker 2: that the US are taken in the space economy is
Speaker 2: absolutely phenomenon. Whether or not we're going to put that
Speaker 2: at center in space, there will be a space economy,
Speaker 2: and I think that the niche that Andrew is trying
Speaker 2: to carve is brilliant because those that the light need energy.
Speaker 5: Laurent what you actually said was that will be there already.
Speaker 5: ISS satellites up there already, So there is a booming
Speaker 5: business in this area.
Speaker 3: But I think the point we're making is we're only
Speaker 3: the beginnings of this, right.
Speaker 2: There is something we need to track very closely. Is
Speaker 2: not Starcatcher, which is Andrew's company. It's another project called Suncatcher,
Speaker 2: and that's a joint venture between Google and SpaceX. There's
Speaker 2: been a lot of report in the press that together
Speaker 2: they're going to accelerate the launch of data center satellites exactly,
Speaker 2: So I'm with you on that. So it's not science
Speaker 2: fiction and it's going to arrive much faster than we think.
Speaker 3: Absolutely. Listen.
Speaker 5: We were laughing in terms of Star Trek and stuff
Speaker 5: like that, but Star Trek might have been forty years ago,
Speaker 5: but it finally feels as if it's becoming a reality.
Speaker 2: Right, Okay, job really, Bizzard, and I'll talk to you
Speaker 2: next week.
Speaker 3: Look forward.
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