Speed Dial

SpaceX now makes more renting out compute than from Starlink. A former Starlink engineer is building satellites that come home. Marlon Nichols says software isn't a moat anymore.

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Episode 2 of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.

This week:

• SpaceX's $14.6B quarter, where renting compute beat Starlink for the first time

• Tesla and SpaceX merger talk

• Blue Origin asks the FAA for 50 launches a year out of Florida

• Zuckerberg's $200B superintelligence bet and "entrepreneurship on hard mode"

• Hollywood bets on the tech backlash: The Social Reckoning flops, You Can See Everything breaks out

📞 Brian Taylor, founder and CEO of Lux Aeterna and an early Starlink engineer, on building the first reusable satellite, why reentry matters, and what more launch competition opens up for startups.

📞 Marlon Nichols, co-founder of MaC Venture Capital, on why software isn't a moat anymore, why startups shouldn't build their own frontier model, AI's energy problem, and why Hollywood needs a villain.

Chapters

00:00 Intro & this week's rundown

00:44 SpaceX's $14.6B quarter

02:13 Tesla + SpaceX merger talk

03:23 Blue Origin goes for 50 launches a year

05:16 Zuckerberg's $200B bet

08:23 Hollywood bets on the tech backlash

11:43 Call: Brian Taylor

22:39 Call: Marlon Nichols

32:12 What we learned

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Chamath says software is worthless. Mark Suster says that's premature. Timbaland says the door is closing.

Thank you DeLonghi for sponsoring this episode: https://www.delonghi.com/

Episode one of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.

This week:

• Chamath on why AI agents could make software IP worthless

• Micro1's $1B bet on buying company data

• Coatue: AI data centers are now bigger than the railroads

• Starlink becomes a phone carrier

• The Tesla Roadster flies

📞 Mark Suster on why software isn't dead, building for AI agents, when selling your data backfires, and where he's investing five years out.

📞 Timbaland on building AI tools for his studio, talking flying cars with Elon, and why the window to get into AI closes in two to three years.

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🔔 Subscribe for a new episode every week.

Speed Dial is the tech show at the speed of now. Every week, Atlas Berry breaks down the biggest stories in AI, venture, culture and markets, then picks up the phone and calls the investors, founders, entertainers and athletes closest to them.Episode 1 drops next week. Subscribe so you catch it.

Frontier Newsletter: https://frontier.m1c.vc/  

Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membership 

IG: https://www.instagram.com/atlasberry008 

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TT: https://www.tiktok.com/@atlasberry008