$ASTS: Starlink direct-to-cell MNO partners Optus (Australia) and One NZ (New Zealand) have both removed from their websites that service will start in late 2024 and left it open ended.
Before & After:
Both telcos eluding that it might not work on all smartphone devices and some may not be eligible.
(S/o @Steved24661 for the find!) $ASTS
@Steved24661 Wow! Optus saying that “text messages” may take longer to receive compared regular 4G and 5G. Text messages!
Both are also stressing that you have to have clear line of sight with no obstructions. An unofficial disclaimer that it won’t work indoors.
$ASTS
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Why an @EximBankUS funding for $ASTS is only a matter of time 💰
EXIM plays a vital role in supporting U.S. exports by providing financial assistance to US-based companies and their international buyers.
Thread 🧵
Last January, @AbelAvellan published a letter after the AT&T, Verizon, Google deal.
He highlighted that the commercial revenue from those deals will enable $ASTS to attract long term, low-cost quasi-government funding.
This was highlighted again during the Q1 2024 earnings, where $ASTS mentioned that they're progressing in the quasi-government funding with three non-binding letters of interest.
$DGNS x @cvent - A calculated bet on the future of events in the metaverse.
- Leader in the virtual and hybrid event technology
- Proven track record of success over the past two decades
- On a hiring spree of 3D and "Unreal Engine" engineers
- Zoom $ZM part of PIPE
THREAD 🧵
In July 23, $DGNS announced their merger with Cvent, a leading enterprise event technology provider. The transaction values Cvent at an enterprise value of $5.3B.
What does $DGNS do?
Cvent's SaaS platform helps event planners and marketers plan, market and organize meetings and events to drive revenue and engagement.
🚨 $CCV/@thrasio: Money making monster dominating the Amazon marketplace!
- Fastest US company ever to reach PROFITABLE unicorn status - founded in 2018
- 2021 CNBC Disruptor 50
- $500 million in revenue (2020)
- Over 100 brands with 22,000 products
Time for a thread! 🧵⬇️
Amazon Marketplace sellers moved more than $300 billion of product in 2020. That would make Amazon Marketplace the 42nd-largest economy in the world ranked by GDP.
What does Thrasio do?
It finds the “top-reviewed, bestselling” essential everyday products on Amazon, and buys the brands from the small business owners.
Many of those (usually seven-figure) businesses have grown faster than the owners have expected.
There's no such thing as the next Tesla. Most EV startups will fail. Why?
- Tesla had an early-mover advantage in the EV space when society thought it was a fad that won't come to fruition
- For a long time, legacy automakers didn't put EV as their main focus/priority
(1/9)
- Tesla went and continues to go through production hell, burning millions of dollar in the process
- For Tesla to reach where they are today, they had a 15 year head-start
- Tesla does more than just electric vehicles (batteries, chargers, energy storage, etc.)
(2/9)
- Through 2030, most countries worldwide will phase-out fossil fuel vehicles and implement 100% sales of zero-emissions vehicles
- Over the past years, most legacy players formed partnerships with upcoming EV supply chain players such as batteries, charging, & recycling
Brand communities are powerful because they tap into the social and emotional needs of human beings. They create tight-knit associations between a person's identity and the brands they choose to support.
With the $AVAN links, I've spent the last 24 hours doing a deep-dive on @babylonhealth.
From papers, videos, presentations, US growth projections, to asking people familiar with the sector.
Not going to do a full thread (yet) but here are my quick thoughts ⬇️🧵
- First things first, Babylon is nothing close to $CLOV
- Babylon is the leading tele-health player in Europe along with Swedish company Kry
- Babylon has ramped up presence in Africa and Asia
- Babylon launched in US market last year and is a serious competitor to $TDOC
- Babylon's core competency that differentiates it from others is their AI technology. They're miles ahead of competition.
- Their AI technology has received scrutiny in the UK market from regulators from a privacy and accuracy issues.