ESA panel today with @Spaceit_eu (Estonian satellite co) dropped some heat
Best quote: "My grandparents saw Gagarin in person" - absolutely wild perspective
ESA's current needs:
• Rockets
• Ground infrastructure
• Someone to make sense of all their data
Sound familiar? Same exact bottleneck as AI right now. Raw data/models aren't the edge anymore - it's what you BUILD on top that matters.
Infra is commoditized. Distribution and application layer is where alpha lives. Whether it's satellite data or LLMs, same game.
Best quote: "My grandparents saw Gagarin in person" - absolutely wild perspective
ESA's current needs:
• Rockets
• Ground infrastructure
• Someone to make sense of all their data
Sound familiar? Same exact bottleneck as AI right now. Raw data/models aren't the edge anymore - it's what you BUILD on top that matters.
Infra is commoditized. Distribution and application layer is where alpha lives. Whether it's satellite data or LLMs, same game.

