“I think in the next two years, it's gonna be straight digital.”
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By 2028-07-16, major game publishers (EA, Activision, Take-Two, Sony, Microsoft) have ceased manufacturing and selling physical game copies for new releases, with digital-only distribution becoming the industry standard.
Steven Morrison predicts ASTS has approximately five years of cash runway at current burn rates before needing additional funding.
With each new GPU iteration from NVIDIA, the cost per unit of compute generation will continue to decline rapidly.
Steven Morrison predicts ASTS will burn an additional $2-3 billion before achieving profitability.
Steven Morrison predicts Starlink is approximately three years behind ASTS in developing 4G/5G satellite broadband technology.
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