Daniel Exponent@semicondurian · 2026/08/27观点输出Commercial activity led roughly 78% of the $626B space economy in 2025
Governments are now the minority customer!
Every satellite business needs several other space businesses to get it from idea to orbit
everyone is racing to build a piece of the space acceleration era, but all these layers aren't yet interoperating the same way infrastructure does on Earth.
I've compiled my recent 3 piece into a deep dive on 50+ companies, from ground stations on Earth to asteroid miners, and what's happening in each layer:
https://t.co/fxs5bdaGaT
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Daniel Exponent@semicondurian · 2026/08/26赛道影响RT @naval: To love is to gain joy from another’s well-being.
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Daniel Exponent@semicondurian · 2026/08/26政策影响RT @EthereumSydney: Speaker spotlight: Victor Zhang (@OpenPasskey) 🧟
@victorzh is building Australia's first real stablecoin card settleme…
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Daniel Exponent@semicondurian · 2026/08/26市场影响RT @elonmusk: Starbase Louisiana will ultimately have over a dozen launch towers, enabling more than 30 Starship flights per day and making…
AI:偏平台经营与生态扩张,强调交易平台和应用入口的长期位置。
Daniel Exponent@semicondurian · 2026/08/26观点输出RT @EthereumSydney: @OpenPasskey @victorzh Join us this Friday: https://t.co/XMv9rLiR53
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Daniel Exponent@semicondurian · 2026/08/26赛道影响Where to live? And why?
Guy friend tells me they want to move nyc or london but not sf
They say diversity of culture is lacking in sf it’s only about grind and ai
Girl friend tells me shes moving to sf to find a husband
Coupled friends tell me they’re moving to be my neighbors and live the farm life
What’s your move, senpai ?
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Daniel Exponent@semicondurian · 2026/08/25赛道影响RT @EdwardGe: VC: “So your plan is to directly compete against a trillion dollar monopoly?”
“I have one life. Why not?” https://t.co/XSqzc…
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Daniel Exponent@semicondurian · 2026/08/25政策影响RT @rezabfil: Want to know what it will take to secure the space internet?
Had such a fun time with at the T-Minus Space-Cyber Briefing wi…
AI:偏政策推进,强调合规落地与规则明晰,对监管主线更敏感。
Daniel Exponent@semicondurian · 2026/08/24观点输出@mbaril010 Congrats and all the best to you two!
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Daniel Exponent@semicondurian · 2026/08/21观点输出@thekatfu Outdoor cooking FTW
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
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