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LEO Satellite Networks are our way forward

For the first time, Elon Musk’s 70-meter-long rocket booster successfully executed a complex landing maneuver, aligning itself precisely into a tower’s arms at SpaceX’s launch site in Texas. This milestone, completed during a successful hour-long test flight of the world’s largest rocket, “Starship,” showcases SpaceX’s strides toward reusable space technology. Standing 120 meters tall and capable of carrying over 100 tons of payload, “Starship” is designed for future human missions to the Moon and Mars. Musk noted this as a “big step toward multiplanetary life.” With Donald Trump as president, such advancements could inspire people all over the world considering extraterrestrial aspirations.

LEO networks operate at altitudes of about 180 to 2,000 kilometers (112 to 1,243 miles) above Earth, much closer than high-Earth orbit (HEO) satellites, which include geostationary orbits (GEO) that are positioned around 35,786 kilometers (22,236 miles) above Earth. Companies like SpaceX, Amazon (Project Kuiper), OneWeb, and others are developing and deploying LEO constellations to create a global low-latency network, specifically optimized for real-time applications.

With LEO’s ability to provide low-latency, high-speed connectivity to underserved and remote regions, it is poised to revolutionize industries from telecommunications to IoT, healthcare, and national security. LEO’s scalability, reliability, and the potential for recurring revenue through private networks for enterprises and governments make it a game-changer. As global demand for seamless, secure, and fast internet access skyrockets, early investors in LEO networks stand to benefit from massive long-term returns, as they help power the future of global connectivity.

Benefits of LEO Networks for Connectivity

• Low Latency: LEO satellites, due to their proximity to Earth, offer much lower latency than HEO satellites. This makes them ideal for real-time applications such as voice communication, online gaming, telemedicine, high-frequency trading, and other latency-sensitive business applications.

• Global Coverage: LEO constellations can blanket the Earth, covering remote and underserved areas that lack traditional broadband infrastructure. This opens opportunities to bring connectivity to millions of people and businesses in rural or hard-to-reach locations.

• Scalability and Redundancy: LEO networks consist of large satellite constellations (often hundreds or thousands of satellites), which provides redundancy. If one satellite fails, the network automatically reroutes data to other satellites, ensuring service continuity.

• Resilience and Adaptability: With a mesh of interconnected satellites, LEO networks are inherently resilient to outages and physical damage that might impact terrestrial infrastructure. For enterprise and government sectors, this offers an appealing solution for secure and adaptable communications, especially in disaster scenarios.

A Private Space Network for Enterprise, Government, and Individuals

A private LEO network exclusively for enterprise and government use could fundamentally transform global communications. Such a network would provide reliable, secure, and high-speed connections to support critical infrastructure, enabling government agencies, defense organizations, financial institutions, and enterprises to operate seamlessly across borders and in remote or underserved areas. Here’s why a private LEO network would be advantageous:

Advantages for Enterprise & Government

• Enhanced Security: With a private network, sensitive data can be secured from the ground up, with custom encryption and network protection. This is critical for sectors that handle sensitive information, like government agencies, financial institutions, and healthcare organizations.

• Tailored Performance and Prioritization: A private network can offer prioritized access and dedicated bandwidth for enterprise and government customers, guaranteeing performance during peak times or in high-demand areas.

• Low Latency & Real-Time Data Transfer: Real-time data transfer enables advanced applications, including drone coordination, autonomous vehicle management, and Internet of Things (IoT) networks. This could significantly benefit industries from logistics and manufacturing to healthcare and national security.

• Global Interoperability: A single network architecture that’s globally accessible removes the complexities of dealing with regional providers and varying connectivity standards, helping multinational businesses operate efficiently across borders.

• Edge Computing Integration: By coupling LEO networks with edge computing, enterprises and governments can process data closer to the point of origin. This combination reduces latency further and improves the performance of AI-driven applications.

Advantages for Individual Users

• Remote Work and Digital Inclusion: With more people working from anywhere, a LEO network can ensure individuals have access to reliable, high-speed internet, regardless of their location. This has far-reaching implications for digital inclusion and economic growth in developing regions.

• Enhanced Communication Tools: Low-latency LEO networks would improve real-time applications like video conferencing and cloud gaming, making them accessible worldwide.

Strengths of HEO Networks

• Broad Coverage with Fewer Satellites: One GEO satellite can cover large swaths of the Earth, making it cost-effective for wide-area broadcasts, such as television or weather monitoring, and long-haul communications.

• Stable, Predictable Orbits: GEO satellites are ideal for applications requiring constant coverage over specific regions (e.g., television, internet backhaul).

• Best Suited for Large Corporations: HEO technology supports global companies with stable, high-capacity communication needs but with a trade-off in latency. GEO satellites are also well-suited for maritime, aviation, and IoT networks requiring broad coverage but where ultra-low latency is not essential.

LEO’s Unique Value Proposition

• Investment Opportunity in a New Market Segment: LEO networks open up entirely new use cases and revenue streams, especially in real-time applications. This makes LEO an attractive investment for companies aiming to capitalize on the growing need for high-speed, low-latency connectivity.

• Differentiated Customer Base: While GEO is ideal for large-scale, less latency-sensitive applications, LEO is better suited for consumers, small-to-medium businesses, government agencies, and enterprises needing high-speed, low-latency, and globally accessible communications.

• Potential for Recurring Revenue: LEO-based subscription models for enterprises and government could provide a consistent revenue stream, as organizations pay for reliable, high-performance connectivity on an ongoing basis.

Investor Outlook: Why LEO Holds High Potential

Investing in LEO technology provides access to a rapidly expanding connectivity market. Analysts anticipate that the global satellite internet market, largely fueled by LEO, will experience substantial growth over the next decade, driven by:

• Enterprise Adoption: Private LEO networks offer highly secure and customizable connectivity, appealing to sectors like finance, national security, healthcare, and logistics.

• Rural and Emerging Market Connectivity: With potentially billions of people and businesses still offline, LEO networks provide an opportunity to serve these areas and create vast new markets.

• Partnerships with Governments: Governments in many regions are partnering with private space companies to boost digital infrastructure. By investing in LEO technology, companies can access government contracts and grants aimed at bridging the digital divide.

• Growth of the Internet of Things (IoT): The low-latency characteristics of LEO are advantageous for IoT deployments, supporting sectors such as transportation, energy, agriculture, and smart city infrastructure.

The near-future landscape for orbital connectivity will likely feature both LEO and HEO networks serving complementary roles. However, LEO technology has transformative potential for creating a global, low-latency network that democratizes access to high-speed internet and supports real-time applications for enterprises, governments, and individuals.

A private LEO network optimized for enterprise and government use is an innovative opportunity for investors, promising high returns in sectors that need secure, flexible, and reliable global communication. This strategy could bring significant social and economic benefits, from bridging the digital divide to enabling cutting-edge industries and enhancing national security.

Hot Topic : Role of data and AI in a macro lens for the future of investment

Comment by Thomas Gütermann

Wealth management transition

World is changing very fast and last 50 years ROI was hidden in traditional niches like mining or real estate. All great as the industrial revolution can not be stopped but the past empowered the future and created new values that are hidden in different spots. Next 50 years the data will play the game and WITHOUT DATA THERE IS NO ARTIFICIAL INTELLIGENCE. Today the ROI is hidden behind big-data systems. The only valuable thing will be emotional intelligence and decisions powered by emotions will have advantage. Data backed management of wealth is the trend and we will all have to learn how to choose the next winner to bring the wealth forward to the next generations. We non-stop hear keywords like big-data, artificial intelligence, industry 4.0, digitalization, etc and who will not adopt today will regret tomorrow. At Guetermann Family Office we started to adopt such principles very early and today we already feel the advantages and results.  

Diversification strategies

When diversifying the wealth the balance between tangible and non-tangible assets is changed and the most important became the factor of globalization and scalability connected to business models that must be future-safe and sustainable. Investment into IT and digital assets is becoming a wealth booster as other sectors are starting to be only security until next crash happens. So we don’t wait, We are specialized in hi-tech pickers within pre-IPO stage and we focused on niche digital projects to detect next decacorns in early stages (Round A or B) to maximize ROI and boost portfolio values exponentially. Data is the new oil and everything what is digital can be easily scalable. 

Artificial Intelligence Power (AI)

Whatever you saw online till today (Google, Facebook, Twitter,… ) was only half. Next 50% of humanity is coming online and AI is on the beginning of adoption. There is a big-data aggregation race currently running and we must be concentrated on projects with future AI capabilities. In this decade we will face the adoption of AI on a large scale and automation will help many sectors to scale. The one who owns the data – owns the future. The one who owns the future is aggregating the wealth – The only difference is fuel and fuel is data. We don’t need to look to the country under development because all this is happening in-front of our nose wherever we live or work. The network is one and earth became flat and reachable within a fingertip to everyone.

Targeting and identifiers

Digital distribution models are changing and with Cloud based infrastructure, the sustainability of business models and adoption times that are shorter enables mass global adoptions. Changing habits personal or business and experience is connected to future winners. Sometimes you must see further and understand future monetization models. When product is free YOU are the product and be aware of data consents in the back. You can not rely on data when choosing the target that will change the markets and shake global economy. And because you can not rely on data the AI will not work so you will be forced to develop this kind of senses and build up emotional intelligence to choose the proper winner. Lead nurturing process is changed, speed and capital are important but in real, they are just the fuel to ambitious innovative founders, amazing teams with amazing products that are changing how we work, live and also make the biggest ROI on our investment.    

Could this time be different?

In his book the AI Economy Roger Bootle quotes legendary Investor Sir John Templeton who uses these words to describe the latest investment bubble "But is it any different?". Bootle rightly says not. Evidenced by the 2001 dot com crash, the sub prime mortgage meltdown in 2008 and now the peak valuation of private equity unicorn companies of Uber, Lyft and WeWork. Added to that the impending Saudi Petrochemical Company Aramco's IPO which has been dramatically scaled back to investors of the Gulf region. Excluding Qatar. Aramco have been advised by its western book runners Goldman Sachs, Morgan Stanley and Citibank the issue looks overpriced and that the likely USD 1.7 trillion dollar offering should be priced nearer the USD 1.2 - USD 1.4 trillion mark. Much to the annoyance of the Saudi Royal Family.

The key difference between my early experiences with AI and the current crop of AI companies is 1. Data. 2, The Internet. The Internet begat scalability which begat data which begat scalability and so on. The vast pools of data available to companies has exponentially grown since the internet became the go-to platform for enterprises big and small. New and old. This presents both a challenge and an opportunity. The challenge is being able to parse that data to provide timely and relevant information that can be used for strategic advantage. The opportunity is being able to convert that information into a strategic advantage.

The Industrial Revolution and later the Information Technology Revolution bought with it the capacity to enhance the the capability of the human workforce. That is bringing huge productivity gains to a workforce and giving competitive advantage to the company/country. Although resisted in some quarters the argument was that it didn't do away with jobs but actually enhanced those existing jobs and in fact created new jobs entirely different and better paid. Resulting in a lifting of economic living standards.

Bootle says, there are essentially two broad strands to the view that this time it is really different. The first is that the revolution is different from anything that has gone before because the engine of economic progress has ground to a halt. There is evidence of this all around with negative interest rates in industrialised countries like Denmark, Germany and Sweden. The European Central Bank has continued with its Quantitive Easing policy long after the 2008 Financial crisis. And most tellingly the growth in the Chinese economy has slowed considerably over the last few years. Now the last point is really a function of China moving from a industrial economy to a more consumer led economy and may in fact reverse this slowing trend as those economic policies take hold. The second strand is that the combination of AI and Robotics will in fact wipe out any need to replace those jobs with new better paid jobs. Is that so different from the industrialised processes that bought us the dark satanic mills of 18th Century England?

Bootle is right in some ways that AI and Robotics present fundamentally different factors in driving a change that will impact society in a way never before seen in history. He misses two other factors, although he does discuss the speed at which these changes are coming. It is data and the internet which is the brain behind the rise in AI and Robotics. This is driving the speed of development and adoption.

In the Hollywood film Terminator Judgement Day, there is a discussion between Myles Bennet Dyson the scientist whose work inadvertently set the path for the machines to take over the world and Sarah Conner the mother of resistance fighter John Conner. In that conversation they talk about the moment when the machines became sentient.

When they became aware. I know we are crossing into the realms of science fiction now but no less that Elon Musk has rang the alarm about the speed at which these developments are happening and the existential threat that they present to human civilisation. The role that consciousness plays in intelligence perhaps will be the next frontier of exploration for scientists.

Thomas Gütermann

50 Years since humanity stepped onto the Moon

The next 50 years will look very different.

A new age for the space – exploration has just begun again. 50 years ago, the moment , Neil Armstrong planted his foot on the surface of the moon. The story of the space goes on.