Space Exploration Technologies (SPCX.O): 10+ Top Takeaways From the 10+ Hour Teach-In

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Space Exploration Technologies (SPCX.O): 10+ Top Takeaways From the 10+ Hour Teach-In

that if the US doesn't lean into

its momentum in launch, then China will surpass the US, which is viewed as an

unacceptable risk to many.

7) On Themes in AI: We hosted Jason Warner, Co-Founder/Co-CEO of Poolside and

former CTO of GitHub, for a wide-ranging discussion on frontier intelligence and AI

infrastructure. Warner argued that current open models exceed the capabilities of

frontier systems from roughly 18 months ago, and positioned knowledge work as a

roughly $29T category where AI may increasingly substitute for or augment human

labor. See AI Insights from Citi’s Space & AI Virtual Teach In.

8) On Themes in AI Infrastrucure: We hosted Benny Yufei Chein, Co-Founder,

Fireworks AI, on the future of AI infrastructure, centering on inference as the next

major battleground. The session reinforced that AI infrastructure value is not only

about compute capacity, but also inference cost, customer control, model

customization, and workload-specific deployment. See AI Insights from Citi’s

Space & AI Virtual Teach In.

9) On Starlink Build vs. Buy: From our meetings with industry experts from Morgan

Lewis and Recon Analytics, Starlink will likely need terrestrial solutions to be a full

mobile service provider. Within the U.S. market, building its own network was

viewed as the likely path forward, rather than buying a Telco or obtaining an MVNO.

The counter-response from Telco and Cable incumbents is likely to be a more

aggressive push to offer converged service bundles anchored by fiber/cable

broadband. See AI Insights from Citi’s Space & AI Virtual Teach In.

10) On the Need for 'Teragas': Citi's Chemical Analyst Patrick Cunningham hosted