Thomas Parry

Adventures in semiconductors and space
Founder and CEO of @Spherical_Sys

[Thomas Parry @yrrapt]

@fikocian There is the access to SDA and Golden Dome contracts entrepreneur and the access to ESA GSTP contracts entrepreneur.

[Thomas Parry @yrrapt]

@fikocian @mouthofmorrison What would be the revenue you'd be looking for in that case?
17 - 27 M revenue using a 3x EV/revenue ratio?

[Thomas Parry @yrrapt]

@fikocian This is not my area of expertise, but ChatGPT says: ozone monitoring, pollution detection, ocean surface monitoring, solar radiation monitoring and ecological impacts.
All seems more research than commercial applications.

[Thomas Parry @yrrapt]

@fikocian Personally I don't know if any UV EO companies yet

[Thomas Parry @yrrapt]

@fikocian So to get ahead of the next curve we've just got to figure out what parts of the electromagnetic spectrum aren't being widely exploited yet.

[Thomas Parry @yrrapt]

@fikocian It's funny because when I first got into the industry 9 years ago everyone (Planet, Spire, et al) was selling data because nobody makes money on selling satellites.
And so the cycle turns.

[Thomas Parry @yrrapt]

@lizvstein @shantirrao @JeffCrusey @fikocian @lars_0 That's based on two false assumptions:
1. You sell chips - Instead you can use them as enabler in a much higher value system.
2. Development costs are high - Instead the software is now free and you can manufacture your own chips for as little as $150.
The world is changing.

[Thomas Parry @yrrapt]

@lizvstein @shantirrao @JeffCrusey @fikocian @lars_0 What about semis for space?

[Thomas Parry @yrrapt]

@frazoman @profcbooth NVIDIA mkt cap = 2.2T$
Apple mkt cap = 2.8T$
Telsa mkt cap = 0.6T$
EEE is the backbone of the most valuable companies in the world.

I can guarantee you that the engineers pushing these companies forward have degrees.

Not sure how you could justify your original statement?

[Thomas Parry @yrrapt]

@profcbooth I seriously considered doing a PhD after graduating at Strathclyde EEE but all the research topics seemed too far removed from industrial applications. Also the options were very poorly advertised, it basically came down to which profs you knew personally.

[Thomas Parry @yrrapt]

The time is now.

We must fundamentally rebuild the electronic tech-stack for society's most important industries.

[Thomas Parry @yrrapt]

Modern aerospace is held hostage by semiconductors.

[Thomas Parry @yrrapt]

Yet there are opportunities

- historic government semiconductor funding
- growing open-source silicon movement
- modern software that must eat the archaic semiconductor tools.

[Thomas Parry @yrrapt]

The sunday sun is shining, time to assemble some satellite electronics

[Thomas Parry @yrrapt]

@Troy_McCann I don't know, I appreciate the beauty of advanced technology more than the average Joe.
But art is something else, it's about using a medium to communicate. It's why a child's painting can be art even if it's not technically accomplished.
Tech has beauty, but it's not art

[Thomas Parry @yrrapt]

@RadiationGuy @fikocian @SSperetta Nice find.
Good to see a clear improvement in reliability post 2010.