drewda

The total addressable market (TAM) for SpaceX is finite. There are only so many nation-states and large corporations that want to launch payloads into orbit.

And even if their internet service provider is uniquely capable for now, it only fills a strategic need for certain customers.

So instead, Musk and Co. need to find bubbling market trends that look like they will have huge gigantic TAMs to justify the potential growth of this company.

That doc is very useful and confidence inspiring in terms of being mainly about people and process, rather than about one single technical solution.

Relevant parts for those who have cool-downs at the top of mind:

> Across Homebrew’s history far more users have been protected by shipping zero-day fixes quickly than have been exposed to npm-style token-theft or crypto-mining attacks, so a global cooldown would be a net negative for most users’ security. The deeper reason Homebrew does not need a general cooldown is that, unlike language package managers, it already separates publishing from distribution: an upstream release does not reach users until it has passed human review, CI and checksum verification, which is the very review window that language-ecosystem cooldowns are trying to recreate.

[...]

> For ecosystems with a track record of fast-moving supply-side attacks, Homebrew applies a download cooldown: a freshly-published upstream version is not adopted immediately, giving the wider community time to detect and report a malicious release before Homebrew users are exposed. Cooldowns have been added for:

    Bundler
    RubyGems livecheck
    npm and pip defaults
    PyPI resource resolution
    npm and PyPI in bump

In many cases the acquiring company shares investors or board members with the acqui-hired entity.

To put it neutrally, VC partners are treating these are parts of their same portfolios, so if one team doesn't pan out on its own, it can be merged into another with somewhat similar overall goals or markets.

To put it more pointedly, it's perhaps all about who one knows and making sure that everyone gets to tell a story of successful exits.

> As we focus on Claude Platform capabilities and connecting agents to APIs, we’ll be winding down all hosted Stainless products, including our SDK generator. Starting today, new signups, projects, and SDKs will not be available.

For better or worse, it's an acquihire.

Yup, technically speaking if the coordinates aren't in WGS84, it isn't GeoJSON

This is pretty straightforward compared to the giant universe of companies that resell Microsoft services.

The number of intermediaries that some customers, especially governmental agencies, go through to get just an Azure bill can be wild...

FWIW I've been on a OS X for many years now, but I still miss keyboard shortcuts in Windows. So much more consistent across the operating system and applications...

General Electric has a history of using that exact trick... just with jet engines and power generators and medical devices that can represent much larger amounts of revenue.