Satellites Launch
A Rap Up
by Baba Brinkman
Baba Brinkman performs a rap up summary of a Berkeley Haas EMBA seminar discussion of the EnStrat Compass as applied to a case study on the weather forecasting app Tomorrow.io led by professor Abhishek Nagaraj.

Lyrics
Startups launch, lookin’ for the right ponds
To swim in, whether with the big fish or little prawns
Lookin’ for the competition and directional plot
So get yourself a compass and let the satellites launch
Like Tomorrow.io, satellites launch
Like a ship in a storm, when you’ve got the right stuff
I’m talkin’ about a strategy in just the right quad
That’s when a path to the future lights up
The strategy compass, without it you’re lost, technically
Which competitors are we up against? And what’s our identity?
And who’s the target customer? And what tech do we need?
Check the compass, figure the direction and proceed
But did they do it right? Or was it suicide?
To launch satellites, was it useful and why?
Let’s start with the fence-sitters up on the ‘maybe’ side
The super-gray side, I’m talking about Jay Tsai
There were lots of vendors in space, right?
What happens to most new gadgets? Um, they die
That’s why they threw out the usual playbook
First outsourced and then bought the vendor, Preston Cook
Nice to own whoever helps them run
‘Cause externals create risk? Mel Chung
Low tech, late stage stuff could’ve just broke up
Keep that outsourced like Dogakan Toka
25
‘Cause however killer you are, space is crueler
And the testing is critical, you can ask Matthew Mueller
Another ‘maybe baby’ like Kevin Binns
Who said “Maybe the sports industry is gonna let them in”
So forget the risk, what’s the gain up in the space era?
Of trying to own it all? says Bharat Kuma Gera
Manoj Mittal thought the same like, “Nah, get out”
Just work with an incumbent and shop all the risk out
And if you ask Shengzhe Yao, it’s a hard ‘no’
Stick to data analytics and forget the physical cargo
Architectural, corner the market, hard and rocky
Even if they CAN survive, said Marcus Rossi
It’s too big of a risk, they’re tryin’ to be the biggest
Not a space trip, nah, they’re just ego trippin’
On the startup launch, lookin’ for the right ponds
To swim in, whether with the big fish or little prawns
Lookin’ for the competition, the directional plot
So get yourself a compass, let the satellites launch
Like Tomorrow.io, satellites launch
Like a ship in a storm, when you’ve got the right stuff
I’m talkin’ about a strategy in just the right quad
That’s when the path to the future just lights up
The satellites, Tomorrow had to launch them NOW
To get the better measurements, like Nikita Concessao
That was a bold move, set the brand new tech up
The data sources were limited, said Gautam Meka
He was a strong YES, wanted to reach the highest
It’s bold, but not THAT bold, said Matt Zacharias
Like John Penney said though, gotta get that LEO
All the small satellite companies were so bespoke
So go beast-mode, predictions run on a computer
Are the value propositions there? Ask Thomas Goomer
Getting it all set up, it is not gonna be so easy
Control the IP, kill the competition, said Kosar Parizi
Get the satellites up, and you can see what happens
Get the key performance indicators from Malik Vallem
Was it competition or cooperation? Check the flavor
Parters in the industry helped, said Reggie Draper
Reach for the stars, with the insiders’ help
and you’re gonna go far
Even if your moat is weak, says Vikas Tomar
Disrupt the industry, mess with everybody
Massively domain general tech, says Malu Kannuswamy
Somebody else is comin’ for them, said my man Dominik
Kundel, kill ‘em with the big antenna, Umer Rabbani
Architectural, yeah, it’s getting a lot of love
Even from the prof, Abhishek Nagaraj
Own the whole platform if you want to get it poppin’
Validated from the horse’s mouth, talkin’ about Rei Goffer
Rei saw the gaps in the market and had to spark it
Launchin’ the rays of light, satellites in the darkness
Fundamentally change the game, not just one man
But the market has proven the value, said Trung Lam
Get the right talent team and step to the moment
Just to split it open, get it goin’, Rachel Inboden
How do you head-hunt across the whole system?
And tell me Rei, what WAS Springmann’s reaction
when you pitched him?
That was a question from Jenny Lorenzo-van der Meer
I think Springmann wanted to help a few planes
engage a landing gear
And help the people to handle weather when it’s weird
That’s gotta to appeal to a genius engineer
It’s not just a promo, an opportunity photo
It’s a chance to re-architect, says Andrew Noto
Tech is never so-so, it goes geek-deep
And thank you Rei, for that last-minute sneak peak
That test satellite radar about to launch, it seemed hot
You had it up just long enough for us to all
grab some screen shots
I’m jokin’, you can trust this executive up-and-coming
EMBA team not to leak when they’re head-hunted
But hey, that’s what happens when you change the DNA
Of the whole game, see, DNA
That’s an acronym for NDA… DNA… NDA, but hey
When a startup launches, you look for the right ponds
To swim in, whether with the big fish or the little prawns
You look for the competition and directional plot
So get yourself a compass and let the satellites launch
Like Tomorrow.io, satellites launch
Like a ship in a storm, when you’ve got the right stuff
I’m talkin’ about a strategy in just the right quad
That’s when the path to the future lights up
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