Starlink vs. Cell Carriers & Why Stephon Marbury is Investing in China

Sponsored by De'Longhi. Elevate your coffee routine with the #1 Worldwide Espresso Machine Maker.* Discover authentic Italian espresso at home: [ ⁠https://www.delonghi.com/en-us?utm_source=speeddial&utm_medium=podcast&utm_campaign=atlas_speeddial_fall2026&utm_content=shownotes⁠ ]SpaceX is making a bold move into the wireless carrier business. DoorDash buys Instacart in a $17 billion deal with a bigger robotics play in mind. OpenAI is finding its way into your home through a 150-year-old security company. And Madonna's manager is making a big investing push with the owner of AC Milan.Episode 4 of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.This week:• DoorDash agrees to buy Instacart for $17 billion, potentially creating a powerful new platform for robotics, drones, and autonomous delivery.• SpaceX is trying to become a major wireless carrier after AT&T, Verizon, and T-Mobile reject its requests to rent their networks. Starlink is now exploring a Boost Mobile deal and building its own cellular infrastructure.• Thrive Holdings, backed by OpenAI, acquires ADT for $15.3 billion to bring AI into the 150-year-old home security business.• Sound Ventures and RedBird Capital team up on a $1 billion investment partnership at the intersection of tech, media, and culture.📞 Stephon Marbury, two-time NBA All-Star and founder of Chamelo Smart Eyewear and Wellball, discusses his entrepreneurial journey in China, the future of robotics, and bringing innovative technology to consumers.📞 Kevin Damoa, Founder and CEO of Glid, discusses his time at SpaceX, the future of autonomous logistics, and how AI and robotics could transform the movement of goods across America's infrastructure.📞 Tom Markusic, Founder and CEO of Frontera Space, and formerly at SpaceX, Blue Origin, Virgin Galactic, and Firefly Aerospace, discusses the evolution of the commercial space industry, the future of space planes, Elon Musk's ambitions for Mars, and the growing importance of government partnerships in the space economy.Chapters00:00 Intro & this week's rundown01:23 Doordash buying Instacart03:34 SpaceX vs. Telecom Carriers06:44 OpenAI and ADT08:51 Guy Oseary and Gerry Cardinale10:57 Call: Stephon Marbury21:52 Call: Kevin Damoa32:57 Call: Tom Markusic40:31 OutroFrontier Newsletter: https://frontier.m1c.vc/ Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membership IG: https://www.instagram.com/atlasberry008 Linkedin: https://www.linkedin.com/in/atlasberry/ X: https://x.com/atlasberry008 TT: https://www.tiktok.com/@atlasberry008*Independent Research Institute, Sales Leader, Full Year 2025

Anthropic is committing $400B toward their compute. Jack Dorsey blows Voice Models out of the water. A former venture capitalist now sells peptides as the future of medicine.Thank you DeLonghi for sponsoring this episode: https://www.delonghi.com/Episode 3 of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.This week:• Anthropic files their S-1, making their finances public, and going for a November IPO.• Jack Dorsey's Block unveils Dessa, a new voice AI that runs on a MacBook Pro• Palantir wants to replace college with a 4 month fellowship for high school grads.• Warhound raised $200 million to gene-edit military dogs.• Health and Human Services opened the door for compounding pharmacies to make six popular peptides for humans.📞 Ryan Hoover, Founder of Weekend Fund and Product Hunt, on the future of products in the ever-changing marketplace, the difference in the big tech companies now vs. the incumbents of the past, and how he assesses companies.📞 Matt Mazzeo, Co-Founder and CEO of NOHO Labs, and former GP of Coatue, discusses the future of peptides after the government's actions this week, as well as the qualities he looks for in picking talent and founders to invest in.📞 Kush Bavaria, CEO of Ornn, discusses the compute market, how selling futures works in the compute space, and the current chip market and it's implications on the future.Find Noho Labs at https://noholabs.com/Use code ATLASVIP for a special deal for Atlas's listeners.Chapters00:00 Intro & this week's rundown01:17 Anthropic's IPO03:16 Jack Dorsey's Dessa06:25 Why Go to College?08:44 Dogs are getting an upgrade11:59 Call: Ryan Hoover21:52 Call: Matt Mazzeo33:21 Call: Kush Bavaria40:25 What we learnedFrontier Newsletter: https://frontier.m1c.vc/ Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membership IG: https://www.instagram.com/atlasberry008 Linkedin: https://www.linkedin.com/in/atlasberry/ X: https://x.com/atlasberry008TT: https://www.tiktok.com/@atlasberry008

SpaceX now makes more renting out compute than from Starlink. A former Starlink engineer is building satellites that come home. Marlon Nichols says software isn't a moat anymore.Thank you DeLonghi for sponsoring this episode: https://www.delonghi.com/Episode 2 of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.This week:• SpaceX's $14.6B quarter, where renting compute beat Starlink for the first time• Tesla and SpaceX merger talk• Blue Origin asks the FAA for 50 launches a year out of Florida• Zuckerberg's $200B superintelligence bet and "entrepreneurship on hard mode"• Hollywood bets on the tech backlash: The Social Reckoning flops, You Can See Everything breaks out📞 Brian Taylor, founder and CEO of Lux Aeterna and an early Starlink engineer, on building the first reusable satellite, why reentry matters, and what more launch competition opens up for startups.📞 Marlon Nichols, co-founder of MaC Venture Capital, on why software isn't a moat anymore, why startups shouldn't build their own frontier model, AI's energy problem, and why Hollywood needs a villain.Chapters00:00 Intro & this week's rundown00:44 SpaceX's $14.6B quarter02:13 Tesla + SpaceX merger talk03:23 Blue Origin goes for 50 launches a year05:16 Zuckerberg's $200B bet08:23 Hollywood bets on the tech backlash11:43 Call: Brian Taylor22:39 Call: Marlon Nichols32:12 What we learnedFrontier Newsletter: https://frontier.m1c.vc/  Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membership IG: https://www.instagram.com/atlasberry008 Linkedin: https://www.linkedin.com/in/atlasberry/ X: https://x.com/atlasberry008 TT: https://www.tiktok.com/@atlasberry008 

Chamath says software is worthless. Mark Suster says that's premature. Timbaland says the door is closing.Thank you DeLonghi for sponsoring this episode: https://www.delonghi.com/Episode one of Speed Dial with Atlas Berry. I break down the week's biggest stories in tech and AI, then call some of the smartest people I know to get to the bottom of them.This week:• Chamath on why AI agents could make software IP worthless• Micro1's $1B bet on buying company data• Coatue: AI data centers are now bigger than the railroads• Starlink becomes a phone carrier• The Tesla Roadster flies📞 Mark Suster on why software isn't dead, building for AI agents, when selling your data backfires, and where he's investing five years out.📞 Timbaland on building AI tools for his studio, talking flying cars with Elon, and why the window to get into AI closes in two to three years.Frontier Newsletter: https://frontier.m1c.vc/Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membershipIG: https://www.instagram.com/atlasberry008LinkedIn: https://www.linkedin.com/in/atlasberry/X: https://x.com/atlasberry008TT: https://www.tiktok.com/@atlasberry008🔔 Subscribe for a new episode every week.

Speed Dial is the tech show at the speed of now. Every week, Atlas Berry breaks down the biggest stories in AI, venture, culture and markets, then picks up the phone and calls the investors, founders, entertainers and athletes closest to them.Episode 1 drops next week. Subscribe so you catch it.Frontier Newsletter: https://frontier.m1c.vc/  Frontier Membership: https://frontiermembership.circle.so/checkout/frontier-membership IG: https://www.instagram.com/atlasberry008 Linkedin: https://www.linkedin.com/in/atlasberry/ X: https://x.com/atlasberry008 TT: https://www.tiktok.com/@atlasberry008