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Yesterday the FCC received filings for 81,195 new non geostationary satellites reports indicate. Technically this is referred to as "a lot of satellites." The constellations are at LEO not MEO since otherwise they can't quality for the rural subsidies in the US due to latency.
OneWeb, which is in Chaper 11, filed with the FCC for 48,000 satellites because: why not? advanced-television.com/2020/05/27/one… There was a time in 1980s when all you needed to do to obtain a license for cellular was file an application with FCC and win a beauty contest and later a lottery.
Any space based communications platform is all about tradeoffs. To get Y you must give up X. There are laws of physics involved that are not just guidelines. Eg, Viasat loves a GEO for capacity but at the speed of light to that orbit and back takes time. investors.viasat.com/static-files/e…
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Tren Griffin
@trengriffin
"If you don't get this elementary, but mildly unnatural, mathematics of elementary probability into your repertoire, then you go through a long life like a one-legged man in an ass-kicking contest.

I won't bet $100 against house odds between now and the grave.”

Charlie Munger
"If you’re going to live a long time, you have to keep learning. What you formerly knew is never enough. So if you don’t learn to constantly revise your earlier conclusions and get better ones, you’re also like a one-legged man in an ass-kicking contest.”

Charlie Munger
25IQuiz:

If Mr. C is near enough to 100 people capable of passing Covid-19 to him during his time in the casino tonight, what is the probability he will get the virus? 🦠

If probability is unknown, is that risk or uncertainty?

What's the right margin of safety in this case?
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Tren Griffin
@trengriffin
College freshmen deserve a full year of living together as a class. If that means sophomores, juniors and seniors need to live off campus more often to create less density, that's a relatively better trade-off. More college senior work internships reduces density.
If college students are going to class year round the facilities are used during summers. Graduating in less than four years should happen more often.

Covid-19 is accelerating the pace of changes that were already happening in colleges too. For example: acenet.edu/Documents/Chan…
In his book "The Innovative University" Clayton Christensen explains that college is designed around four years to get a degree because at the time Harvard needed revenue from the extra year. amazon.com/Innovative-Uni…
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Tren Griffin
@trengriffin
1/ "Bill Gurley has written about the idea that owning demand is way more important than owning supply. I’ve really focused on is why [an aggregator] is different than a platform." Ben Thompson
2/ Spotify is a very weak aggregator in the case of music. Whereas podcasts, because the supply is much more disparate, everyone’s independent, there’s not a unifying force tying them together. That’s a place where Spotify can exert much more potential control and power."
3/ "The relative power of suppliers determines how big and profitable the company that controls demand can be. Take Spotify’s other business music as an example. In this case because the suppliers sort of have a monopoly on music for all the more negotiating power they have."
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