Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
“The world’s first trillionaire will be an asteroid miner,” a Goldman Sachs analyst proudly predicted at an event in 2017 – let me counter: the world’s first trillionaire will be the Union Pacific to Outer Space.
All the hype around space commerce surrounds the mining of asteroids but the real value is in supplying the logistics – like the US gold rush and the railroads – and SpaceX has shown that.
With nothing here left to ...
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