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Their holdings are interesting. For specific companies, they're definitely weighted more heavily towards "OldSpace" Most of the non-space companies they have h
by Rebelgecko 6y ago
Their holdings are interesting. For specific companies, they're definitely weighted more heavily towards "OldSpace"
Most of the non-space companies they have have pretty clear connections as suppliers (Xilinx, Nvidia, TSM). However some seem like a stretch unless I'm missing something. Maybe John Deere is planning on creating their own GNSS constellation and adding Netflix support to their tractors? I also can't imagine that space is a large part of Autodesk's customer base