About this episode

The episode discusses the shift of rocket companies towards mobile operations, OpenAI's upcoming chip tape-out, and the investment potential in back catalogs of books.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, rocket companies are going mobile. Rocket Lab’s $8B deal for Iridium turns a launch company into a global satellite telecom operator, with spectrum, subscribers, government contracts, and real recurring revenue. This could be a “defining moment for the space industry” but not necessarily in the way that Rocket Lab means it. Next, OpenAI’s chip tape-out in just 9 months shows just how fast custom AI chips can b...

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