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Hugh Lam

πŸ‘€ Speaker
582 total appearances

Appearances Over Time

Podcast Appearances

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

If that spot wasn't used up, I would probably put that towards a 203.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Okay.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

But yeah, there you go.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

It's got to be a one.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Yeah, I think we talked offline a little bit about data centers.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

I think that has been an increasingly popular sort of mission for a lot of these tech CEOs.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

So Elon Musk being the primary kind of visionary for that.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

The thesis is that, you know, in space, it's quite cold and you need cooling systems.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And the other one is solar power.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

You know, you're effectively closer to the sun.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

You can...

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

You use that power to generate power for those data centers.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And as we know, on Earth, we're relatively restricted.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

We have immense power constraints on Earth to power these data centers.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

But the flip side is, again, data centers are very big.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

They're very heavy.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

And so if you think about... Well, they're not heavy in space.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Well, they're less heavy in space.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Yes, but it doesn't change the fact they're heavy on Earth.

Equity Mates Investing Podcast
The $1.8 Trillion Space Opportunity with Hugh Lam

Yes, true, true, true.