TK.Space

Parce qu'on vient de loin

[Arnaud Bertrand @RnaudBertrand]

@pointed88 All good points and I broadly agree

[TK.Space @pointed88]

Some points worth making after reading your article;
- space is wide; not just communication and broadband (starling and spacesail). remote sensing is a key domain without a dominant player yet; western or chinese.
- spacex flywheel is going to be dominant for long just like AWS, unless governments pull the plug. Having the same number of satellites as spacex will only happen if they stop launching.
-there is no stable revenue in space now outside government contracts; whether for spacex or startups across the world.
-china is not necessarily building its own capacities to challenge spacex. For chinese government entities its about sovereignity and for private players it's about profits.
-technology is absolutely not a roadblock to china. A rocket is just a vehicle and reusability matters to only commercial companies. The key question is whether you can put hardware in space and of what quality.

[TK.Space @pointed88]

@vinwambua It's largely a speculation. An exaggerated speculation.

[Rui Ma @ruima]

Kill two birds with one stone by requiring your investors to become customers, genius plan

And often a soft ask for municipal govts who are competing for hot companies - sure you can give me a factory & equity but are you gonna help me land meaningful revenue too?

[Techmeme @Techmeme]

Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (@qianerliu / The Information)

(Visit Techmeme dot com for the link and full context!)

[TK.Space @pointed88]

@mostly_charmles @ApoStructura Here is snippet of table on payload details. (Example given for Starlink).

[TK.Space @pointed88]

Orbital launches of 2026. Every rocket launched so far this year, when and by whom. https://t.co/sEB33sxPQY

[TK.Space @pointed88]

@kinjeketile I hope it is. Elephants used to roam all over this region, down to Rumuruti and as far as Salama.

[Dima Zeniuk @DimaZeniuk]

Starlink satellites with laser links

[Rui Ma @ruima]

In DeepSeek’s latest round, it is reported that no one got voting rights except the Chinese state fund stake.

I think it’s important to reiterate for those who don’t know that the role of this type of capital which ultimately comes from “the public” is actually to ensure minimal capital loss. This is in contrast to most other private shareholders who will rationally want to maximize gains and have a different risk calculus.

This is why Chinese companies especially of a certain size once listed are pressured to achieve profitability even at the expense of growth. It’s because the public’s money is now in it via indices and such and managing cash flows becomes a top priority. It’s usually baffling to overseas investors who are like, why aren’t you investing more in growth and trying to reach breakeven so fast?

It’s less scrutinized now but a few years back I even know of cases where retired bureaucrats who oversaw certain equity investments with local government money and lost some principal were asked to come back to work (without pay lol) and plug the hole, usually by trying to find a buyer that can make the government whole or finagle a deal that fulfills some other important KPI eg talent.

Of course there are also secondary concerns like fulfilling goals along the five year plan but DeepSeek is literally spearheading Chinese AI and chip development so no worries there.

[Vincent @vinwambua]

Africa needs to wake up to the space race. We are relying on foreign satellites to map our own continent, it's a strategic vulnerability

[TK.Space @pointed88]

@PhilipJohnston @Starcloud_ This is what's coming up in Q4, by @STARVISION_cn
https://t.co/HbsWjvYxlz

[TK.Space @pointed88]

THE WORLD'S MOST POWERFUL ORBITAL DATA CENTRE is launching. Eye-popping specs to deploy in space.

-397B parameter LLM
-10,350 TFLOPS supercomputing platform
-NVIDIA AGX Thor platform
-100 Gbps laser comms Link
-In-orbit Mac Studio with an M3 Ultra chip
-100+ algorithm models live-deployed

Check this out: https://t.co/GpYfX7AwRJ

[TK.Space @pointed88]

You can get 10,000 km² of free hyperspectral satellite imagery from here: https://t.co/OR5vggey6k

[TK.Space @pointed88]

@timexx47 No, I mean for example immigration in the old and departures and arrivals in the new, with a people mover train connecting the 2. What activities will each of the 2 units have?

[TK.Space @pointed88]

@timexx47 Once both the old and the new are complete, will they function as independent units or one?

[TK.Space @pointed88]

@Jasiri_D30 @SingoeiAKorir Precisely! The major hindrance that we like skirting around.

[TK.Space @pointed88]

When it comes to the space industry, Rwanda is practical implementing its space policy. This is what Kenya should be doing, with all the global goodwill it receives, but Rwanda is already a leader in this sector. An overdue step is to make KSA a fully independent agency instead of what it is now; a specialized state corporation under the MoD.

[TK.Space @pointed88]

@kinjeketile I should tag you here. Worth reading and a repost.

[TK.Space @pointed88]

THE WORLD'S MOST POWERFUL ORBITAL DATA CENTRE is launching. Eye-popping specs to deploy in space.

-397B parameter LLM
-10,350 TFLOPS supercomputing platform
-NVIDIA AGX Thor platform
-100 Gbps laser comms Link
-In-orbit Mac Studio with an M3 Ultra chip
-100+ algorithm models live-deployed

Check this out: https://t.co/GpYfX7AwRJ