SpaceX's Starship and the Innovator's Overshoot

Mon, 01 Jun 2026 10:00:00 +0100

I was listening to Money Talks, The Economist’s podcast on SpaceX’s forthcoming IPO, when one of the guests said something that made me pause the episode. Starship, they claimed, will increase SpaceX’s capacity to deliver cargo to orbit by a factor of 25,000.

Twenty-five thousand times.

The IPO will be the largest in history, by some margin. The bet is that Starship enables data centres in space and, eventually, a million-person city on Mars. Whether you find that inspiring or delusional depends on your priors about Elon Musk. But there is a second question underneath, one that has nothing to do with Musk: what happens when a company builds far more performance than its market needs?

Eight Things I Learned from The NVIDIA Way

Mon, 11 May 2026 13:00:00 +0100

Reading The NVIDIA Way is a throwback. In the late 1990s, I followed graphics card launches with the kind of attention most people reserve for sports scores. 3dfx, S3, Matrox, ATI. Brands that have long since disappeared, or been absorbed, or faded into irrelevance. Cards that felt legendary at the time: the Voodoo, the Voodoo2, the Banshee. The wars were real, the stakes felt enormous, and the gap between generations was wide enough that an upgrade genuinely transformed what your computer could do.

Strategy & Books on Américo Dias

SpaceX's Starship and the Innovator's Overshoot

Eight Things I Learned from The NVIDIA Way