02:08:26 · Bridgit Mendler
[02:08:26] S5: I think it depends on kind of the maturity of the company, you know, for a lot of companies or, you know, things like that. They they've already had their established plans, so it's not an immediate impact or concern, but something more down the road. You know, government operators have their ways to to get what they need even under those conditions. But I I I think, like, self self servingly, what I think is interesting, you know, we like you guys said, we serve objects that are already in space. So we get to, you know, continue to have market there and then into the future. But I think what's gonna be really interesting is if you do have constrained launch, you actually need to eke out as many bits, like what you're actually selling from space as possible, and you need to do it as at high dollar as you possibly can. So, like, each one of those bits counts for so much more. And so, you know, my thoughts around that are, like, point one, if you need to eke out more bits, how are you gonna do that? You need higher utilization. That means, like, more seconds in contact with whatever that end customer is on earth, making sure you can actually transact for as many seconds as possible. And then how do you send as many bits as you can per second? So, like, you you get as as much as many bits out of each of those seconds as you possibly can. So that's, like, throughput and utilization, really. So that's one piece. And then the other piece is like how do you get customers to pay higher dollar for those bits? Like, let's imagine there's some kind of winter where you're limited in the number of satellites that you can launch into space. You want all of them, like, maximized. You want all of them monetizing those bits as much as they possibly can. And I think that's where it comes back to, you know, reliability. Right? Like, that's something that US government pays for. Mhmm. That's something that more enterprise use cases really pay for and prioritize. And so I think, like, you know, bear case scenario, that's what happens where all those operators are are treating their assets differently in a sense where they're really prioritizing that utilization and and high value, which, like, I think we've kind of been designing to serve for. So selfishly, I think that that works out well.
02:10:29 · Bridgit Mendler, Jordi Hays, John Coogan, Carina Hong
But, you know, bull case, we we figure it out and there's some other launch provider that swoops in and saves the day. [02:10:36] S1: Similar kind of like at this point, sort of like intellectual debate on what happens with compute on earth. Like, does compute aggregate towards, you know, certain model providers that are at the frontier that can get more economic value out of out of a Exactly. [02:10:53] S5: Out of [02:10:53] S1: a data center or a single GPU. I'm curious about, like, how does it how does the launch [02:11:02] S0: do you know about launch? Netflix in space to free up the ground compute for AI? [02:11:07] S5: I mean [02:11:08] S0: Might be easier. Yeah. [02:11:09] S1: How does the how does the is there a secondary market for launch? Like, if you like, I'm thinking about, like, people that are buying launch capacity today or or preordering it and then they get to twenty twenty nine and they're like, wait, this is not the most economically [02:11:23] S0: Oh, like sure. Sure. Sure. [02:11:24] S1: Yeah. Use case of this Resell. Capacity. I imagine Elon would be like, cool. We're gonna be the one reselling that. It's hard to imagine. Who knows? [02:11:33] S5: Right. Yeah. [02:11:34] S6: Depends on [02:11:34] S1: the rider. [02:11:34] S5: I would imagine that. You're not the first person to float that idea though.
02:11:34 · Bridgit Mendler, John Coogan
[02:11:34] S5: I would imagine that. You're not the first person to float that idea though. [02:11:37] S0: What about your I don't know if they're KPIs, but your benchmarks. Yeah. Like, you mentioned sort of like the the throughput and availability of a connection. And it Yep. And that feels like we're almost in, like, the pre like, with if I just think about WiFi connectivity, I think about throughput and latency. Availability is almost more of a bottleneck now. But hopefully, we get to a place where availability is universal. And then does latency matter? What are the other Yeah. Kind of selling points and, like, benchmarks that you're using to understand the performance of your system versus the status quo?
02:12:18 · Bridgit Mendler, John Coogan
[02:12:18] S5: Yeah. I think I think throughput definitely matters. And then I also think there's an interesting kind of like, you know, I I I I've mentioned the word, like, industrializing before, which I know is, like, it's it's a buzzy word and all that. But I think, like, what I mean for space with that is, like, as more and more use cases go to space, then you start applying those KPIs that might have applied to terrestrial market terrestrial networks to space. And so one of the ones that, like or some of the ones that we've been thinking about, yes, I think throughput really matters. What's interesting is that's actually about not just a single direction of throughput. People may sometimes not think about that, but, throughput is actually a bidirectional thing. So you need to be able to both send traffic and receive traffic, and some systems are set up to do that in an asymmetric way versus ones that are set up to do that symmetrically. So, you know, just like one thing that we think about is is, like, yes, throughput and which direction is it going, and that's actually really relevant when you think about different markets. And then the other one is, the reliability piece that I said. So you think about I was chatting with somebody from, you know, Cloud flare recently and and hearing about their kind of reliability metrics. Like, people tend to measure it in terms of the number of nines Yeah. That you can support. [02:13:26] S0: Yeah. What is space? Does space have any nines? [02:13:30] S5: Been pitiful nines. [02:13:31] S0: Yeah. Can imagine it's like
02:13:31 · John Coogan, Bridgit Mendler, Jordi Hays
[02:13:31] S0: Yeah. Can imagine it's like [02:13:32] S5: zero nines. Well, and it's so for like for for the actually, for for higher reliability use cases. Right? Like US US government uses space and needs to have really high reliability Yeah. Performance. [02:13:44] S0: GPS has been up for decades. It's probably Yeah. Five nines at least. [02:13:50] S5: Yeah. Yeah. And so, like, the way that they do that is by either, or both. Like, you have hardware that becomes much more expensive to make it more performant and then you have much more of it. So you have, like, backup and failover and all that. Yeah. And so, yeah, one of the ways that we design is like, how can you have that reliability at a much more like commercially viable price Because wouldn't that be so cool if you could use space for so many more terrestrial applications? Yeah. So anyway, those are those are like two metrics that we pay attention to when we track. And like, you know, we're we're in baby network stage right now. So we are very much trying to like fail as much as we possibly can. And like, you know, if you have a bad uptime day, like good job because you spotted a problem. But eventually, yeah, I think we will want to be driving towards like really competitive reliability metrics. [02:14:33] S1: Yeah. Jocko Jocko mindset space. I guess. Yeah. Problem? Good. [02:14:38] S5: Yeah. Right? [02:14:40] S0: Gives you that
02:14:40 · John Coogan, Jordi Hays, Bridgit Mendler
[02:14:40] S0: Gives you that [02:14:41] S1: Have you had any any any like big multinational telecom players like, trying like, seeing what you're doing and thinking, hey, we should probably get ahead of this and and and start try to compete? Or is it still feel like a like a Partnership. Partnership in the field? [02:14:59] S5: I think they're definitely paying into they're paying attention to space in a big way. Mhmm. And I think there's more opportunities for collaboration Mhmm. Or for for just like interesting configurations than maybe people imagine. Like, I know there's been a ton on the, like, direct to cell conversation. Right? Like, getting satellite signal directly to your phone. It also could be a part of the cellular backhaul setup, things like that. Yeah. You know you know, for instance, like a lot of our backhaul connectivity today is still done over microwave, which is a point to point RF link. It's just not up and down. It's side to side. Yeah. And so I think there's a lot of a lot of ways that that the telcos can engage with space and obviously they already are. They're paying a ton of attention to it. [02:15:47] S1: Last question. It feels like a natural place to put your portal and prism would be where there's existing Mhmm. Like it it's all the right sort of like setup to Yeah. To do one of these things. [02:16:00] S0: Last question from the chat. The wired headphones, you [02:16:05] S1: Yeah.