The Starlink IPO

We’re back for the first episode of 2025! Today we’re exploring one of Grant’s older essays:The Starlink IPO. We open the conversation discussing Amazon and it’s path to creating AWS, and then compare that story to SpaceX and Starlink's meteoric rise. Grant discusses his thesis in greater detail and Hammad asks him what attributes he seeks in founders trying to build multi-act companies. Hammad also asks Grant to share the biggest difference between Blue Origin and SpaceX. Finally we conclude with a project Hammad is excited to put together for the coming year. 🔗 Show Resource Links The Starlink IPO (a play on Ben Thompson’sThe AWS IPO) The Idea Maze 🎙️ Podcast Links ⁠⁠Spotify⁠⁠ ⁠Apple Podcasts⁠ ⁠⁠⁠X (FKA Twitter)⁠⁠⁠ ⁠⁠Subscribe⁠⁠ 🌀 About Motion Blur Exploring what makes great companies and technologies work. Brought to you by Grant Gregory & Hammad Aslam. Grant is an investor at⁠⁠Cantos⁠⁠ where he focuses on physical world technologies. Hammad is a Partner at Kivu Ventures,⁠⁠Susa⁠⁠’s growth fund. Learn more about the hosts: Grant Gregory,⁠⁠⁠@grant__gregory⁠⁠⁠,⁠⁠⁠Embers⁠⁠⁠ Hammad Aslam,⁠⁠⁠@_hammad_aslamh⁠⁠⁠,⁠⁠⁠Susa Ventures⁠⁠ If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every week for new episodes. Intro music credit:⁠⁠⁠Will Harrison⁠⁠⁠ Thanks for reading and listening to Motion Blur!⁠⁠Subscribe⁠⁠ to get notified for future episodes.