⛵ The Space Baby

Good Morning, Early Adopters!

As plans for 10,000 starships move from slide decks to production lines, startups are now asking a question that unsettles governments, investors, and the public alike: not just how humans live in space, but whether they are born there.

SPACE

The Space Baby

👀 What’s happening: According to The Information, researchers and startups have begun laying the groundwork for human reproduction beyond Earth. This is not theoretical. SpaceBorn United has already sent a mini IVF lab prototype into orbit on a SpaceX launch. The goal is clear. Build a viable reproductive environment for future Mars settlers before they arrive.

🌍 How this hits reality: Once reproduction is possible off world, space stops being a temporary frontier. It becomes a place where populations can persist, grow, and diverge. That reframes habitats as long term biological systems, not shelters. Life support, radiation shielding, healthcare, and genetics all become market scale industries tied to expansion beyond Earth.

⛵ Key takeaway: If space based reproduction works, human presence stops being bounded by Earth. Colonization logic spreads outward by default. Mars is only the first node. The long tail is civilizational. Markets should treat this as the opening move in turning the galaxy into human territory.

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SPACE

SpaceX Plans to Launch 10,000 Starships Per Year

👀 What’s happening: SpaceX says it is preparing for around 10,000 Starship launches per year, with a stated ceiling of 20,000 to 30,000. This is not about Mars or satellites. It is about lifting power generation and AI data centers into orbit, where energy constraints disappear and scale becomes a launch problem.

🌍 How this hits reality: A single gigawatt on Earth only supports a few hundred thousand frontier chips once cooling and redundancy are included. Terrestrial grids are flat. Gas turbines are sold out into the 2030s. Permits take years. While orbital solar runs continuously, needs no batteries, and bypasses land, grid, and peak cooling limits. That breaks the assumption that compute growth depends on geography.

⛵ Key takeaway: If launch cadence reaches these levels, AI infrastructure detaches from Earth. Data centers stop competing for land and power and start competing for orbits and rockets. Energy incumbents lose leverage. Aerospace quietly becomes the choke point for intelligence expansion.

STARTUP

Campus Startup Fantasies End in Shockingly Dumb Theft

👀 What’s happening: Four Chinese engineering students in Ontario carried elite resumes. Rocket teams, RF modeling, grad labs. These students tried to turn a counter drone idea into a startup. Instead of labs and permits, they allegedly broke into campus buildings at night to steal materials. The plan was filmed like a pitch. It ended with arrests and a stunned neighborhood.

🌍 How this hits reality: The stupidity is not technical. Sneaking past security to grab chemicals is not hacking the system. It is announcing intent. Once caught, police followed an obvious trail to a house lab, weapons, and videos. The community watched confidence collapse into evidence.

⛵ Key takeaway: This story unsettles markets because startup thinking crossed into crime. When speed replaces judgment, innovation pipelines break trust fast. Expect tighter controls and colder reception for student led defense ventures.

BAY AREA MEMOS

• NASA will allow astronauts to bring smartphones on official missions for the first time, enabling more flexible documentation of spaceflight.
• Spotify is expanding into physical book sales while adding new features to better connect audiobooks with print and digital reading.
• IBM invested in design-to-code startup Anima to bet on vibe coding and strengthen UI and brand design in AI-generated apps.
• Elon Musk said a Starlink-connected phone is possible, pointing to a new growth avenue for SpaceX.
• Starlink challenger Logos Space Services received FCC approval to deploy over 4,000 satellites, aiming to launch its first satellite by 2027.

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