Peter Diamandis hosts the Moonshots podcast, focusing on exponential technologies, AI, space, and longevity. He references his Abundance Summit and Moonshot Gathering events.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
SpaceX's 36x booster reuse and Starlink V3 filing for 100,000 satellites supporting billions of AI devices exemplifies EXO thinking: using launch cost breakthrough to make space-based compute, connectivity, and manufacturing software-like businesses, potentially worth more than Earth's $600T–$1.7Q asset base.
Storage demand exploding with AI data center buildout; SanDisk revenues up 251% YoY demonstrating the breadth of the infrastructure boom beyond just GPUs.
CXMT's IPO in China creates a new competitor to SK Hynix and Samsung; its market value is already the highest among China-listed chipmakers, adding competitive pressure to the memory sector.