Sam

[Sam @sam_s87]

@Internode can you answer the bloody phone? I’ve been without internet for 3 days and on hold for 30 mins with no answer every day. Wtf is going on???

[Sam @sam_s87]

@wallstengine Oh and by the way, their satellites are way different - Starlink’s are low orbit routers, so they can launch 3169 in a year. $ASTS are more like space cell towers, which are orders of magnitude more complex.

🤦🏾‍♂️🤦🏾‍♂️🤦🏾‍♂️

[Sam @sam_s87]

@wallstengine The downgrade is right to point out timelines, capital intensity and execution risk. But it overstates Starlink’s relevance as a threat to $ASTS and underestimates how much their evolution disrupts terrestrial carriers, rather than wholesale satellite providers like $ASTS

[Sam @sam_s87]

@stephenasmith Max is what SAS wishes he was. Max has had some terrible takes, but almost always provides an articulate, structured supporting argument. Meanwhile SAS is frantically looking through a thesaurus before filming to try and come up with big words to sound articulate…

[Sam @sam_s87]

@ChrisCamiller1 Efficient 2007 Melbourne Cup 🔥

[Sam @sam_s87]

@Racing_Previews Now compare that to the absolute slaughter job by Jye McNeil on Valiant King….

[Sam @sam_s87]

@caseohcrushme An absolutely horrible ride. Couldn’t believe what I was seeing. Made no attempt to get inside, on a horse that you know can settle well. Just needed to find the rail, which it should have done easily from barrier 10. Pathetic

[Sam @sam_s87]

@_J0EL_ Depends on tempo. Definitely a chance in a slow run race, as it has far better acceleration that most here. But will struggle to stay off a decent tempo, which is what I expect. Class horse no doubt though

[Sam @sam_s87]

@G1Select Can’t knock these picks. Feels like half yours will be right there but may struggle the last 200. Buckaroo will need a slow run race or will struggle to see it out. Very keen Presage and Valiant. OSO needs a dry track. Wouldn’t rule out Torranzino

[Sam @sam_s87]

@7horseracing @nickcat7 Jeez what could have been for Aeliana if she doesn’t get trapped in

[Sam @sam_s87]

@TSHickman Shocking ride. Had an easy run for most of the race then caught asleep when everyone started moving.

[Sam @sam_s87]

@mikealfred Virginia currently leads because of access to fibre optic networks and sub sea cables, but as power becomes a more important part of the equation, Texas will be right there. Look at the growth in North Dakota…

[Sam @sam_s87]

@mikealfred This is a contrarian view?? Cheap energy, significant land resources, low latency connectivity to both coasts, skilled trade and population growth etc.

[Sam @sam_s87]

@Jason can you please discuss Fermi America’s Hypergrid project in the next pod? America’s first BTM vertically integrated A.I. project using nuclear. If this works, could be the start of a nuclear renaissance in the U.S., where China is way ahead @DavidSacks @chamath @friedberg