Who are the space billionaires betting on?
On owning the road to space: Musk with launch and Starlink, Bezos with Blue Origin's heavy infrastructure. Different layers, same destination. Elon Musk's SpaceX owns launch and the Starlink satellite layer: its billions come from rockets and broadband, not joyrides. Jeff Bezos builds the distribution layer with Blue Origin, the heavy infrastructure to move industry off earth. Whoever owns the road to space collects the toll on everything that follows, including the $3 trillion mining prize. My honest ledger: 0 grams of asteroid ore commercially returned to date, and my mining call gets graded at the first ore return, which I date in the 2040s.
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