⛵ Space Fiber Backbone

Good Morning, Early Adopters!

The real tension is forming at the human last mile—where access, agency, and autonomy are increasingly contested rather than guaranteed.

SPACE

Blue Origin Launches TeraWave

👀 What’s happening: Blue Origin positioned TeraWave around a clear architectural break. Instead of pushing high bandwidth directly to users, it concentrates extreme throughput in medium Earth orbit using optical links. Traffic is aggregated in space first, then delivered to Earth as managed bulk flows, not fragmented sessions.

🌍 How this hits reality: This mirrors how terrestrial fiber backbones work. High capacity trunks move data between hubs before touching access networks. By doing this in MEO, TeraWave avoids spectrum congestion and user contention that define low Earth orbit systems. That is why comparisons with Starlink miss the point. Starlink optimizes reach and coverage. TeraWave optimizes throughput, symmetry, and control. The dependency shifts from terminals to ground stations and data centers.

⛵ Key takeaway: This is a credible backbone vision, not a consumer network. But it is still a plan on paper. With first launches only in 2027, execution speed becomes the risk. The logic is solid. The distance to impact is long.

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BILLS

Congress Advances the AI Overwatch Act

👀 What’s happening: A House panel has advanced legislation to give Congress direct authority over advanced AI chip exports. The move follows recent approvals allowing top tier chips to ship abroad and signals a reversal. Lawmakers are no longer debating safety alone. They are asserting control over who gets to build frontier models.

🌍 How this hits reality: The AI boom has already pushed massive data center construction across the US, lifting GDP growth through power, real estate, and infrastructure spend. At the same time, US based models are tightening their grip on global software markets. Limiting access to chips like Nvidia’s H200 and Blackwell directly slows competitors’ training cycles, raising their costs while US platforms scale faster.

⛵ Key takeaway: This is no longer just export control. It is industrial strategy. By squeezing chip supply, Congress amplifies America’s AI lead and turns compute into a structural moat that competitors may not realistically cross.

DELIVERY

Drone Delivery at Scale Begins to Threaten the Human Last Mile

👀 What’s happening: Zipline is scaling drone delivery with reported weekly growth near 15 percent. If that pace holds, volumes double in roughly five weeks. What looks incremental today quickly becomes dominant. This feels different because growth is compounding on an already operational network, not pilots or tests.

🌍 How this hits reality: At 15 percent weekly growth, annualized expansion exceeds 1,000 percent. Human couriers cannot scale that way. Vans, drivers, and shift scheduling break first. Labor cost floors disappear. Retailers stop optimizing routes and start optimizing airspace access, pad placement, and inventory proximity instead.

⛵ Key takeaway: If compounding continues, drones do not assist human delivery, they replace it. The risk moves from labor relations to regulation and congestion. Last mile becomes an infrastructure race, not a workforce problem.

BAY AREA MEMOS

• Lemonade launched an insurance for Tesla FSD users that prices coverage based on when driving is handled by the software rather than the human.
• Crypto custody and trading infrastructure firm BitGo priced its IPO at $18 per share, raising nearly $200 million at a valuation above $2 billion.
• The EU is expected to review Netflix’s and Paramount Skydance’s rival bids for Warner Bros. in parallel, potentially shaping the outcome through antitrust scrutiny.
• Upscale AI raised $200 million to build SkyHammer ASICs and native UALink switches aimed at competing with Nvidia’s NVSwitch in rack-scale AI systems.
• A Canadian federal court paused the order to dissolve TikTok’s Canadian operations and sent the case back for review.

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