Tren Griffin

Tren Griffin

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Author (25iq); business models, moats and equity investing principles.

Higher-Frequency Ka-Band Boosts Bandwidth, Shrinks Antennas, Worsens Propagation
SocialApr 14, 2026

Higher-Frequency Ka-Band Boosts Bandwidth, Shrinks Antennas, Worsens Propagation

To understand the Amazon acquisition of Globalstar start with physics. The wavelength becomes shorter as you move from L-band up to Ka-band spectrum which provides more hertz for moving bits and enables smaller antennas, but higher frequency means worse propagation. https://t.co/YcG2qfwol2

By Tren Griffin
Due Diligence Saved Us: Globalstar Went Bankrupt
SocialApr 14, 2026

Due Diligence Saved Us: Globalstar Went Bankrupt

I did due diligence on a potential Globalstar acquisition in ~ 1999-2000. We passed for a number of reasons. Globalstar filed for Chapter 11 bankruptcy protection on February 15, 2002. Adding a mobile component to the Leonbroadband system improves scale. https://t.co/GVvgIb0cD4

By Tren Griffin
Amazon Leo to Deploy Ka‑Band mmWave by 2026
SocialApr 12, 2026

Amazon Leo to Deploy Ka‑Band mmWave by 2026

Amazon Leo plans to launch services commercially by mid-2026 according to Andy Jassy. The spectrum for user links is millimeter wave (Ka band). Shannon-Hartley Theorem: C = B \log_2(1 + S/N) Where: •C = channel capacity (bits per second) •B = bandwidth (Hz) •S/N =...

By Tren Griffin
Melting Ice Halts Algae Rain, Drives Whales Offshore
SocialApr 11, 2026

Melting Ice Halts Algae Rain, Drives Whales Offshore

Gray whales sift through seafloor sediment for tiny crustaceans called amphipods. When sea ice melts, algae on the underside falls to the seafloor, feeding the amphipods. Without enough ice, the "rain" of nutrients stops. Great whales are showing up in...

By Tren Griffin
Board Liquidated Teledesic Despite $4/Share Payout, Shaping NGSO Regulation
SocialApr 9, 2026

Board Liquidated Teledesic Despite $4/Share Payout, Shaping NGSO Regulation

Wrong. A decision was made by the board In 2002 to liquidate Teledesic even though there was enough capital to pay out shareholders almost $4 a share. Hundreds of millions paid. No bankruptcy. Teledesic's win at WRC created regulatory category...

By Tren Griffin
Higher Prices Slash Doritos Sales Despite Intense Flavor
SocialApr 8, 2026

Higher Prices Slash Doritos Sales Despite Intense Flavor

Price increases tank Doritos sales even though: "A single Dorito has more extreme nacho flavor than a peasant in the 1400s would get in his whole lifetime." https://t.co/cEFaC1yu9b

By Tren Griffin
Writing Books Feels Like a Marathon You Keep Running
SocialMar 30, 2026

Writing Books Feels Like a Marathon You Keep Running

Woke up and found myself writing an outline for my 8th book. This was me sleep walking, except instead of walking I was writing a book proposal. Writing a book is like running a marathon. When I finish I say...

By Tren Griffin
Blue Origin Advances New Glenn: Multiple Second Stages in Integration
SocialMar 23, 2026

Blue Origin Advances New Glenn: Multiple Second Stages in Integration

"At least two New Glenn second stages (GS2) appear in final integration, complete with insulation blankets. Complete tank sections for at least four more stages await insulation, while bulkheads and barrel sections indicate yet another unit in the works." https://t.co/JPS90rT2WC...

By Tren Griffin
Waha Gas Prices Plunge to Near -$10 per MMBtu
SocialMar 23, 2026

Waha Gas Prices Plunge to Near -$10 per MMBtu

"Over the past week, spot prices at the Waha gas trading hub in the Permian Basin fell as low as -$9.75 per million British thermal units, with expectations that it could hit -$10." https://t.co/camxY0zKrz

By Tren Griffin
AI Excels at Tasks, Still Fails at Jokes
SocialMar 22, 2026

AI Excels at Tasks, Still Fails at Jokes

“The models have improved tremendously, and if you give them an agentic task, they will just go for hours and move mountains for you. Then you ask for a joke and it has a stupid joke, a crappy joke from...

By Tren Griffin
Redundancy Wins: Embrace Failures in Space Systems
SocialMar 21, 2026

Redundancy Wins: Embrace Failures in Space Systems

Almost everything in space involves tradeoffs because: physics. “Failures happen no matter what you do. That means the software and systems you use has to cope. That means replicate everything. Two pieces of crap are better than one.” Rob...

By Tren Griffin
COTS Electronics Survive
SocialMar 21, 2026

COTS Electronics Survive

Operators can use commercial off the shelf [COTS] electronics in satellites, with a mission life of 3-7 years.   A radiation-hardened part can last 15 years. Many modern satellites use radiation tolerant parts. SpaceX, Planet Labs and Kuiper/LEO all...

By Tren Griffin
ITU Lacks Power; National Regulators Face Crowded LEO Orbit
SocialMar 21, 2026

ITU Lacks Power; National Regulators Face Crowded LEO Orbit

The ITU is a UN treaty organization which has zero power to create or enforce rules. Regulators from specific countries (eg FCC) are tasked with enforcement. The treaties never contemplated tens of thousands of satellites in a small number of...

By Tren Griffin
Safety Margins, Not Altitude, Limit Low‑Earth Satellite Density
SocialMar 21, 2026

Safety Margins, Not Altitude, Limit Low‑Earth Satellite Density

The barrier to how many satellites can be in a particular low Earth orbit is effectively the distance required to provide a "margin of safety" to avoid collisions. Filing with the ITU before others allows the system to claim a...

By Tren Griffin