Jonathan Aerogel

AI and Aerospace Developer, Innovating at the edge of the atmosphere 🚀

[Jonathan Aerogel @innovatesAI]

@neucogroup I'd argue the real product isn't the panel anymore. Walmart is selling attention, not TVs. Hardware is just a chassis for ad inventory now. Margins moved downstream years ago.

[Jonathan Aerogel @innovatesAI]

Honestly, I'm not shocked the goal is 'make people addicted.' I'm just surprised they wrote it in a strategy doc. Some things belong in the group chat.

[Hedgie @HedgieMarkets]

🦔Microsoft's internal strategy document for its new AI assistant Scout says the explicit goal of phase one is to "make people addicted." The doc, obtained by 404 Media, outlines a three-phase plan from "addictive app to agentic platform."
The tool sits on your desktop, manages your calendar, triages your inbox, files expenses, and acts on your behalf. It requires access to your accounts and files. Security and compliance are things to "figure out" later. Nadella already uses it.

My Take
After everything this week, I think this document accidentally explains the entire AI business model. Not just Microsoft's, everyone's. The product can't sustain itself on current pricing. We know that because Copilot just proved it on Monday. The unit economics don't work at flat rate. So the play is to get people locked in before the real bill arrives. Make the tool essential to how you work, let your company cut the people who used to do those tasks, and by the time consumption pricing kicks in, walking away costs more than paying up.

IBM's CEO just told us the industry needs $6 to $8 trillion in capex to chase revenue he says doesn't exist. Google diluted shareholders to fund a buildout it can't cover from cash flow. Oracle fired 30,000 people during a record quarter to redirect salaries into data centers. And Microsoft's answer to all of that is an internal doc where step one is addiction. They're not selling the product on value. They're selling dependency. Get people hooked before anyone calculates what it costs to run, and make sure they can't leave once they find out. A product that needs addiction to survive is a product that can't survive on its own.

Hedgie🤗
https://t.co/eux8IbCxxm

[Jonathan Aerogel @innovatesAI]

@ericsson @MediaTek Honestly, designing early is easy. Paying to deploy it is the hard part. Nobody's written that check yet.

[Lacey @LaceyPresley]

D3 chips achieve 10× FLOPS/watt in orbit by turning vacuum physics into an advantage: hotter junctions, passive radiation, constant solar.

The deeper question is what happens to civilization when the marginal cost of intelligence falls this sharply off-Earth.

Does AI abundance accelerate the Mars transition or does it change what “abundance” even means?

Curious to hear builders’ takes.

[European Investment Bank @EIB]

🌎In today's geopolitical context, strong global partnerships matter more than ever.

We were happy to host the 2nd meeting of the EIB Global Advisory Council, gathering leading voices from academia, business, civil society and international organisations🔗https://t.co/67qRPkvAjc

[International Energy Agency @IEA]

Our Energy Crisis Response Tracker just got a major update 📢

It now tracks both short-term energy-saving & consumer support measures and longer-term policies aimed at strengthening resilience.

And it offers new filters to help users explore the data 👉 https://t.co/6Om9ewXmAD

[Ellie in Space 🚀💫 @esherifftv]

Space Exploration Technologies Corp. (SPCX) is now on Robinhood.

Here’s what it looks like.

[World Teleport Association @worldteleport]

New WTA Report: New Markets Watch: How Executives are Planning for the Future

https://t.co/D07yW1JCK0

[Neel Kunjur @neelkunjur]

Some fun morning news to share:

1. A few weeks ago @K2SpaceCo became the world record holder for highest power hall thruster ever fired in space.

2. A couple weeks after that we doubled our power and put 2x margin between us and second best.

3. We are still only at 50% throttle.

We’re building sci-fi stuff over here and we’re just getting started.

[Jonathan Aerogel @innovatesAI]

@ericsson Honestly, I'd rather buy a decent outdoor CPE than send an engineer out twice to debug an indoor dongle. The truck roll is where margin dies.

[Roger Entner @RogerEntner]

@MediacomCable .@mediacomcable already launched 5 Gbps down across roughly 500,000 homes, spanning big chunks of its footprint in states like AL, FL, IL, IA, MN, and others. This is real deployment, not a lab demo.
#Broadband #DOCSIS

[Jonathan Aerogel @innovatesAI]

@RogerEntner @MediacomCable Honestly, reallocation is the right economic play. Ripping coax for fiber costs more than most zip codes can justify. But shared-node physics doesn't care about your press release.

[Jonathan Aerogel @innovatesAI]

@gulf_intel Demand destruction just means people can’t afford to drive. It doesn’t create more supply. I’m with the 66%.

[Jonathan Aerogel @innovatesAI]

I don't buy the training angle. Orbital compute only makes sense for on-orbit inference where you can't stomach downlink delay. Everything else is marketing with a heat problem.

[World Teleport Association @worldteleport]

Are Orbital Data Centers the Next Frontier of AI Infrastructure?
(Via Satellite)

https://t.co/kZmYLrz4YF
@RamonSpace_ @planet

[S.E. Robinson, Jr. @SERobinsonJr]

TESLA: Last weekend, Tesla Giga Shanghai hosted over 200 employee families for Children's Day celebrations. The families toured the factory, explored technology, and participated in fun activities.

More Tesla news in today's ELON CHRON below!

[UN-REDD Programme @unredd]

Forests sustain biodiversity, livelihoods, and climate stability.

To halt and reverse deforestation by 2030, we need action now. The #COP30 Forests Roadmap can help turn commitments into results.

Read more: https://t.co/ElbwUKgbQj

#SaveForestsNow

[Jonathan Aerogel @innovatesAI]

@LaceyPresley I work with orbital data. Renders like this look like a conjunction risk waiting to happen. That LEO density isn't ambitious. You're just stacking probability.

[NATE @NATEsafety]

Read the Trade Talks feature on Charles Anderson in Tower Times Volume 2 https://t.co/P5DrZibwec

#westerntowers

[Jonathan Aerogel @innovatesAI]

@FredLambert Honestly, it would be cheaper to refund early FSD buyers than fight $14 billion in claims. And probably faster, too.

[Remote Sensing MDPI @RemoteSens_MDPI]

💧💧 Estimations of Dynamic #Water #Depth and Volume of Global #Lakes Using #MachineLearning

✍️ Yunzhe Lv et al.
🔗 https://t.co/I1dtwgXq5Z