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Join BetaData-backed commentary on market gaps, unsolved problems, and builder opportunities.
Pieter Levels argues that SpaceX's valuation makes sense after suffering through airline WiFi without Starlink. But our data suggests the real opportunity is in telecom infrastructure, where inconsistent quotes and opaque pricing plague businesses the same way bad WiFi frustrates passengers.
Pieter Levels nails the symptom — Da Vinci-run airports are terrible. But our data shows the disease is much wider. Over 143 aviation problems tracked, many stemming from privatization. Here's what that means for builders and investors.