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.

Seminar Summary
Satellites Launch

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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