Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152

About this episode

In this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach public availability because the inventory was reportedly sold out to Jane Street, which is paying something like $200 billion per gigawatt for it, several times what Anthropic pays to rent capacity from SpaceX AI. Brett argues speed is becoming its own axis of competition alongside intelligence, and that the pull of enterprise money keeps starving consumer agents of compute. Nick covers Robinhood’s Hood Summit, where retail traders got agentic accounts, paid data connectors, and backtesting, and asks whether that is democratization or lambs walking into a Goliath. Then Starship reaches orbit carrying commercial satellites, and the team sizes up a launch business that could add a billion dollars of annual revenue per flight. Key Points From This Episode: • Why Jane Street is paying roughly $200 billion per gigawatt, and what speed as a competitive edge potentially does to AI pricing • Whether Robinhood handing agentic trading to retail is democratization or fodder for high frequency trad