Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

To SpaceX stock or to the world in general?

co-founder stelo.com. theoretical cs phd dropout. into math, music, ml, macro, markets, surfing, writing amandhesi.net

both, but mostly the world. it's going to materially accelerate spacex progress (a ton of free cash flow). but also internet is going to be  ubiquitous everywhere on earth.

hopefully we get more GEO internet as well, since the kessler syndrome is a fat tail (not saying starlink cant afford evasive maneuvers, its just that they have to budget that vs. low-latency demand. plenty of high-latency applications can decentralize in that manner.

what I‘m most excited for is extremely powerful and cheap wifi in airplanes