Starlink

"We're not passing that cost to our customers": Qatar Airways CEO on fuel

9 takeaways: Why 75% of bookings now land inside 60 days, the 138 aircraft arriving over five years, and what cargo is doing while the Strait is shut

2 hrs ago • The Scuttlebutt

Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO

12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…

Sep 17 • The Scuttlebutt

Elon Musk: have the AI labs test each other's models, and China would probably agree

13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…

Sep 16 • The Scuttlebutt

Chris Winfrey: Charter trades at under 3x next year's free cash flow

7 takeaways: Why video is now only a retention tool, the 40% better churn he says it buys, and the $564 the stock has to reach before his equity grant…

Sep 11 • The Scuttlebutt

Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z

Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…

Sep 1 • The Scuttlebutt

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