I have two big red flags personally.
- The first one can easily be understood by reading my previous comments on OpenAI. AI addressable market is 30 trillions? what? did they compare chineese free/cheap models to grok? or even to Anthropic/OpenAI frontier models? This is delusional. Maybe some devs doing heavy math will have a benefit using frontier models right now, but at this very moment i don't see why i should pay for AI for my daily usage (and i was an early subscriber of chatGPT) since free models are so good (i'm not talking about code here). Honestly i'm ready to pay 20€/month at most atm, and the number is declining fast as the chineese models got better.
- Point-to-point travel. No, it won't work. Even without taking into account the locations (which will have to be very remote) and the danger, you don't go in a 0g plane without a thorough medical exam, so i'm pretty sure it will be worse to get in a rocket. Also, fuel efficiency on the new Safran/GE RISE aim for 20% efficiency gain for the new airplane generation, which will make very hard to be competitive with air travel for any rocket-powered system. I want a _very_ detailed plan if you want to make me believe you have thought about all the issues, and this just isn't this.
The rest is not space but clearly AI related ("enterprise platforms" cough), at around $20 trillion, which is almost half of all global worker compensation (50T).
The subtext is "Our platform will replace billions of workers! Please invest."
