The Sunil Varia Show

Small Talk: Episode 097 - India does not need Starlink▪️Starlink is not in India.▪️Does India need RoboTaxis/Cybercabs?▪️Does India need Human Robots?▪️Does India need Drones?▪️If the answer is yes, all these three RoboTaxis, Human Robots and Drones need 100% Internet Connectivity for superior performance?▪️It is impossible to give 100% coverage everywhere via Bharati Airtel and Jio.▪️Starlink is the only company in the world that does not have weak signal or no coverage areas.▪️Humans may not need Starlink (or space based uninterrupted internet) BUT machines will need. ▪️Soch Lo.

Small Talk: Episode 096 - iPhone 17 Pro to iPhone 18 Pro▪️iPhone 17 Pro will lose value next year.▪️Maybe trade in now and get iPhone 18OR▪️Keep iPhone 17 Pro for 3 years.

Small Talk: Episode 095 - iPhone 18▪️If you have iPhone 17, should you upgrade?YES: If you want your pic/video 10% better.NO: If you are happy with iPhone 17 pics/videos.▪️Incremental Upgrade:Just like dimond polishing, iPhone 18 fall under the nature of Apple of making relentless incremental improvements.

Small Talk: Episode 094 - Drishyam 3 Trailer

Small Talk: Episode 093 - Book Review:The Quiet Architecture of Power: Governance, Coordination, and the Limits of Repair

▪️Uber is Fine Today.  ▪️But what about tomorrow?

Small Talk: Episode 091 - Tesla Semi

Small Talk: Episode 089 - Kutch CopperThoothukudi,Tamilnadu - Sterlite Copper:400,000 tonnes per year.That was a serious industrial asset.Closed.Dahej, Gujarat - Birla Copper:Dahej, Gujarat.Approximately 500,000 tonnes per year.Operational.Mundra, Gujarat - Kutch (Adani) Copper:500,000 tonnes per year Operational.Expansion 1 million tons per year.Will become world’s largest Copper plant.RIL: Jamnagar Refinery.World’s Largest Refinery. Surat, Gujarat: World’s Largest Diamond Polishing Center.

Small Talk: Episode 090 - Apple Event🍎

Change of Guard at Apple.Tim Cook’s last day.Starting tomorrow John Ternus will be Apple CEO.

Nancy Grace Roman Space Telescope2010: Concept 2016: Formal mission development started2016-2026: 10 years of development.So total 15 years from concept to completion.Cost: $4.3 Billion DollarsWeight: 8000 Kgs.Destination: L2 ( Lagrange 2 )How far: 1.5 million miles. ( 4x farther than moon)How long will it take to reach L2: 3 months.1.5 million miles in 3 months is 700 miles per hour.100x more field of view than Hubble.Hubble is only 500 kms away. Roman is going to be 1.5 million miles away.Roman will study:             Dark Energy.            Dark Matter            ExoPlanets            Study expanding universe. Make huge 3D map.Why falcon heavy and not falcon 9? Falcon 9: ideal for LEO low earth Orbit.LEO is 500kms-2000 Kms.L2 is 1.5 million miles.So more push is needed. Hence falcon heavy.Sunday morning Falcon Heavy successfully pushed Roman toward L2.These projects are not given without proven capabilities and trust.$4.3 billion is not a big deal. Elon can write a check.Whats more valuable is 16 years of work that went to make this.Congrats NASA and SpaceX

Did not upload video for 5 days.Story of a Deaf Rat.Listening to advice from other youtubers.3 min video vs 8 min videoMr. Beast adviceAnalysis ParalysisGood advice. Wrong recipient.No Research. No Thinking. No Inaction. From now, only action. Make videos and ship videos.

 September 9 at 10 am, PT : Surprise and shine. iPhone 18 Pro iPhone 18 Pro Max Apple’s first foldable iPhone, rumored to be called iPhone Ultra Galaxy Zfold phone was launched in 2019. 7 years ago. 15 million Galaxy Z fold phones sold in 7 years. I have not seen it, i don’t care. Most don’t. Samsung ZFold phone owners will rightly be upset on 9th Sept when entire news media and X will be commenting on iPhone Ultra. There is lesson in Brand value. (Apple and iPhone are way bigger brands) Patience. Apple waited 7 years! Once iPhone Ultra is released, rich Gen-Z will line up outside  Apple Store in BKC, Mumbai and Saket, Delhi to pay full retail price to buy it.Let’s see what apple has been cooking in the field of foldable phones and Sept 9th can’t come fast enough where they will reveal the new iPhone Ultra.

★ Happy Friday        ▪️ Almost Weekend.        ▪️ Thai Lunch. Red Curry, White Rice & Ice Tea!★ Tesla        ▪️ Updating to v14.3.7        ▪️ Less like a car, more like a computer        ▪️ Improved handling of small animals        ▪️ Improved traffic light handling at complex intersections        ▪️ Improved handling for rare and unusual objects        ▪️ Actually Smart Summon max speed is now increased to 8mph        ▪️ Drives better than me

Happy Wednesday•Charging Car.WhataBurger: Texas. In-N-Out: California. •Shake Shack: New York.•Barnes and Noble.Starlink•2018: 2 Satellites. Today: 11,003231 days->1300 Satellites->100 launches.24 V2 Satellites per Falcon 9 launch.60 V3 Satellites per Starship launch (predicted).•Starship will launch 20x Bandwidth than Falcon 9.•FCC Approval for 100,000 Satellites!United Airlines: Smart.•Delta Airlines: Is about to learn a very expensive lesson.Google IPO: Aug 19, 2004•22nd Anniversary•2004: $23 Billion. 2026: $4.2 Trillion•$1000 at IPO would become $1.826 MillionGoogle IPO Vs Anthropic IPO•Times have really changed.•Google IPO: $23 Billion. Anthropic IPO: $2 Trillion!•Is Anthropic that good?•6 Rockets have gone to Orbit and landed back.•$4200 Billion / $23 Billion = 1826 TimesSpace: Two nation race - US and China•2 Chinese and 4 AmericanLong March-10B [01] 🇨🇳, Zhuque-3 [01] 🇨🇳New Glenn [02] 🇺🇸, Starship[03] 🇺🇸, •Falcon Heavy [21] 🇺🇸, Falcon 9 [629] 🇺🇸

▪️Falcon 9 Retiring in 2032  •Starship is coming.  •Rocket launch business Low margin business.  •12% from launches.  •Majority was from Starlink. $4.3 B out of $7.8B▪️ Internal Customer  •Starship will have only two customers. Starlink and xAI.  •Starlink: 100,000 V3 Communication Satellites.  •XAI: Millions of AI Inference Satellites.  •No capacity for others. Apple business model.▪️ Backlog. Who will fly:  •2023-2033: 37,000 Satellites.  •Vulcan (UAL) and New Glenn (Blue Origin). Vulcan with 2 military launches in 6 years and New Glenn rocket exploded on launch pad.  •Nova Rocket(Stoks Space), Neutron(Rocket Lab), Terran R(Relativity Space), Eclipse Rocket(Firefly/Northrop Grumman)▪️ Govt Innervation?  •Will Govt tell SpaceX to not retire Falcon 9?

▪️$2 Trillion IPO▪️$100 Billion Revenue Run Rate▪️What is Run Rate?▪️Bigger than SpaceX IPO ($1.75 Trillion)▪️Valuation / Revenue = 20x▪️Compare Anthropic to Reliance Industries▪️Anthropic Revenue growing 10x per year. $1B -> $10B -> $100 B▪️Is this sustainable?▪️Challenges: Chips, Electricity/Power/Permits/Competition.▪️Zero Sum Market