Monthly Archives: September 2026

LEO Satellite Constellations: From Capital Treadmill to Economic Flywheel

By | September 24, 2026
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I’ve been thinking about the economics of LEO constellations for some time, particularly as the industry moves toward larger constellations, greater vertical integration and increasingly diverse applications. The conventional argument is straightforward: scale lowers costs, lower costs enable more capacity, and more capacity creates more customers. But there is another side to the equation: satellites… Read More: LEO Satellite Constellations: From Capital Treadmill to Economic Flywheel »

The Four Investment Strategies Reshaping AI Infrastructure

By | September 3, 2026
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For the past two years, most conversations about AI infrastructure investment have collapsed into a single question: training or inference. That frame helped early on, but it no longer matches how capital moves. When you study recent activity from Blackstone, KKR, Brookfield, DigitalBridge, and I Squared Capital, you see the market adopting four AI infrastructure… Read More: The Four Investment Strategies Reshaping AI Infrastructure »