Satellite communication
The next space bottleneck may not be in orbit — it may be on the ground
Launch is scaling in hours (4,500+ spacecraft deployed in 2025, one launch every 27 hours) while ground infrastructure still scales in months. Licences, spectrum, power, fibre and sovereign data routing are becoming the real bottleneck — and for defence, EO, maritime and disaster response, time-to-intelligence may be the KPI that decides the winners.
Read note →The satellite race is happening on the ground, not in space
As LEO networks scale, operators optimise for cost per GB, latency, contact time and resilience — not just coverage. High-latitude Nordic sites, strong fibre/data-centre infrastructure and European jurisdiction make the region a strategic ground layer. As 3GPP NTN brings satellites closer to terrestrial networks, the next phase of competition will be won by how efficiently operators use the ground.
Read note →Time-to-Intelligence is becoming the most important KPI in space
A SAR image over a flood zone is worth everything at 07:00, historical by 14:00, archive by 48 hours — value decays in real time. Resolution, coverage and revisit rate still matter, but buyers now ask how fast data reaches the person who acts on it. High-latitude ground stations, more contact windows per orbit, and sovereign data routing are what turn downlink-to-decision into a mission-critical variable — the ground segment is where that race is run.
Read note →Cloud & AI infrastructure
Road to Private AI/GenAI
Data sovereignty keeps surfacing in conversations with European leaders — and it leads straight to Private AI. Four deployment strategies (on-prem, co-location, hybrid, sovereign cloud), five filters for founders deciding COTS vs. custom hardware, and the CapEx/OpEx economics that separate a sustainable strategy from an expensive misstep.
Read note →GDPR compliance, EU data residency and digital sovereignty are not the same thing
A platform can store data in the EU without providing digital sovereignty; a US provider can process European data lawfully. Four distinct questions buyers conflate — lawfulness (GDPR), location (residency), masking (pseudonymisation), and control (sovereignty) — and why evaluating AI/billing infrastructure means checking all four, not just where the database lives.
Read note →Cloud and AI: the sovereignty debate just changed
AWS Summit Stockholm, Google Cloud Summit, and then Sweden released its first national cloud policy for the public sector — shifting sovereignty from "where is my data stored" to security, supplier freedom, avoiding lock-in, open standards and continuity planning. AWS is building sovereignty through dedicated infrastructure; Google Cloud through governance and local partnerships. The next phase of cloud competition may be won on control, portability and resilience — not data-centre location.
Read note →Fintech
Two failed payments this morning — not because I didn't want to pay
10 minutes lost to two failed payments (EasyPark, Transportstyrelsen via Kivra) that should've taken 8 seconds each. At enterprise scale, every failed payment that becomes a manual recovery flow costs SEK 150–350 in reminders and collections overhead. The gap isn't the payment rails — it's the recovery layer, which is exactly what Remembill turns into pre-filled, tap-to-pay experiences.
Read note →Push, pull or upload: how should usage reach your billing workflow?
Usage-based billing needs reliable operational data to reach the workflow — three ways to do it: continuous event push, on-demand endpoint pull, or manual file upload. Each fits a different operating model; the right choice depends on billing frequency, data volume and whether real-time controls matter.
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