Wednesday, January 15, 2025

Themes -- 2025 -- Updated

Locator: 44686TECH.

Themes, 2025, linked. here

Added May 22, 2025:

  • streaming? The only thing that will keep local networks alive? Evening weather report. Quick: name one thing you watch more religiously than the evening weather report.

Added May 21, 2025

  • the one issue that lost the election for Joe Biden / Kamala Harris: the Southern Surge;
  • the likely single issue that could define the next election (November 2028): saving women's sports;

Added today, February 6, 2025

The End of The Renewable Energy Transition

Added today, February 6, 2025: end of renewable energy transition.

Collapse of the EV 

Link here

Happened so much faster than anyone expected.

Added today, January 15, 2025:

Fourth Industrial Revolution --> Sixth Industrial Revolution

Technology:

  • private / public space launches; satellite communication (posted January 15, 2025)
  • AI --> large data centers and everything that derives from AI (posted January 15, 2025)
    • energy requirements: natural gas, wind, solar
  • CHIPS Act, 2022 -- updated two years later; posted January 15, 2025)
  • Chatbots, GPT, DeepSeek: link here (posted January 26, 2025)
    • parameters
    • tokens
    • learning / training

Space startup Loft Orbital: raises $170 million to expand satellite fleet. Risk / downside: they need to reserve / buy space on other companies' launch vehicles. 

 YAM-8: March, 2025; first satellite utilizing its new Longbow platform, which supports larger and more compute-intensive payloads.

Blue Origin: wiki here.

SpaceX: wiki here.

Comment: when one reads Loft Orbital, it appears to me the company does not have a huge moat. The company's business plan offers a lot of ideas for others.