⛵ A Million Satellites Plan

Good Morning, Early Adopters!

For three decades, the world has agreed on where computation lives. It lives on land, near rivers and power plants, inside zoning maps and national grids. That agreement is now under stress.

SPACE

SpaceX's Million Satellites Plan

👀 What’s happening: SpaceX has filed with the Federal Communications Commission to deploy up to one million satellites as an orbital data center. This is not about internet access. It is about moving AI compute itself into orbit, powered by solar energy and linked by lasers. Nothing at this scale has ever been proposed.

🌍 How this hits reality: If compute moves off Earth, several assumptions break. Hyperscale data centers depend on cheap power, cooling water, land zoning, and national grids. Entire layers of colocation, regional cloud hosting, and energy constrained AI buildouts get squeezed. Even partial success weakens the moat of traditional cloud providers and destabilizes power markets tied to data center growth.

⛵Key takeaway: This story is a claim on the future, not a build plan. If launch costs fall and regulators bend, ground bound data centers become legacy infrastructure. If not, SpaceX still forces every compute heavy industry to rethink where AI is allowed to live.

TOGETHER WITH NORTON

World’s First Safe AI-Native Browser

AI should work for you, not the other way around. Yet most AI tools still make you do the work first—explaining context, rewriting prompts, and starting over again and again.

Norton Neo is different. It is the world’s first safe AI-native browser, built to understand what you’re doing as you browse, search, and work—so you don’t lose value to endless prompting. You can prompt Neo when you want, but you don’t have to over-explain—Neo already has the context.

Why Neo is different

• Context-aware AI that reduces prompting
• Privacy and security built into the browser
• Configurable memory — you control what’s remembered

As AI gets more powerful, Neo is built to make it useful, trustworthy, and friction-light.

NEW TECH

World’s First Successful Artificial Lung Surgery

👀 What’s happening: Surgeons at Northwestern Medicine’s Canning Thoracic Institute completely removed a patient’s lungs and kept them alive for roughly 48 hours using a new artificial lung system while waiting for donor organs. Unlike prior approaches, the body functioned in a true no-lung state. Two years later, the patient reportedly has normal heart and lung function.

🌍 How this hits reality: This is not an incremental Extracorporeal Membrane Oxygenation (ECMO) upgrade. ECMO oxygenates blood but still leans on residual lung and fragile cardiac balance. This system fully replaced lung function while stabilizing circulation. It turns lung failure from an immediate countdown into a managed bridge. That shifts transplant logistics, ICU timelines, and survival math.

⛵ Key takeaway: This reframes lung failure as an engineering problem, not just an organ shortage. It opens a durable market for artificial lung devices, consumables, and protocols. Over time, capital, procurement, and insurance models will follow the machines, not the donor clock.

MERGE

Musk Moves to Fuse Rockets, AI, and Orbit

👀 What’s happening: SpaceX is in early talks to merge with xAI ahead of a planned IPO. The structure could pull rockets, Starlink, X, and Grok under one balance sheet. No terms are set, but filings show vehicles already created in Nevada to enable a deal. The timing is deliberate. This is about packaging a vision, not cleaning up cap tables.

🌍 How this hits reality: If this moves forward, it reframes SpaceX from a launch and connectivity company into a vertically integrated AI infrastructure stack. Space, power, data, models, and distribution collapse into one system. SpaceX is valued near $800B privately. xAI sits around $230B. IPO optics change fast when AI capex, Pentagon contracts, and orbital compute are bundled together.

⛵ Key takeaway: This is not just only about IPO synergy, but also about control. If compute shifts toward space, whoever owns launch, satellites, data, and models compresses the entire stack. That creates a single choke point for AI scaling, defense adoption, and capital flows.

FINANCE

Microsoft Delivers Big Numbers and Still Gets Marked Down

👀 What’s happening: Microsoft reported a blowout second quarter. Revenue hit $81.3 billion, up 17%. Net income jumped 60%. Cloud revenue passed $50 billion for the first time. Yet the stock fell more than 8% after hours. The trigger was narrow. Azure grew 39%, missing the market’s informal 40% line.

🌍 How this hits reality: The selloff is not about fundamentals breaking. It is about valuation snapping into place. The market already prices Microsoft as a confirmed AI cloud winner. The $625 billion RPO, with roughly 45% tied to OpenAI, locks that story in. But locked-in outcomes don’t expand multiples. They cap them. Massive compute spend and structural margin drag are no longer future risks. They are now baseline assumptions.

⛵ Key takeaway: The market isn’t punishing this quarter. It’s refusing to pay more for an AI future it already understands. Growth continues, but valuation is now anchored to costs, pacing, and dependence rather than possibility.

BAY AREA MEMOS

• Fueled by AI and semiconductor gains, South Korea’s stock market reached $3.25 trillion, overtaking Germany to enter the global top ten.
• Wisconsin towns used NDAs on multibillion-dollar data center projects, keeping Meta and Microsoft hidden during key decisions.
• BitMine has over $6 billion in unrealized losses on its ether holdings, underscoring the volatility of corporate crypto treasuries.
• NASA delayed the Artemis II crewed Moon mission due to rare cold weather in Florida, tightening its already narrow launch window.
• OnlyFans is in talks to sell a 60% stake to Architect Capital at a reported $5.5 billion valuation, below an earlier $8 billion deal that fell through.

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