1 prediction · 1–0 · 100% accuracy
“The Warner Brothers and the Disney and the Paramount Globals of the world over the next year are gonna be Gogo, publicly traded, Viasat, MRSAT, KVH Industries, Iridium Communications, SES, all of these... Intelsat, Telestat, all of these companies have put out shitty technology for maritime and transportation, trying to give you some semblance of broadband. This is the Netflix of that industry. It is... You're gonna see tremendous disruption here.”
Tech · Judgment call · by Sep 20, 2025