SunBrief#65: Elon Musk vs. Jeff Bezos: The Space Internet War

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Today in SunBrief 🌞

• A better way to trade Nvidia

• Apple to Revamp Siri Into Chatbot as AI Race Heats Up

• Russian Government Hackers Linked to Attempted Poland Power Outage

• Stock Updates

• Jeff Bezos’ Blue Origin to Launch TeraWave Satellite Internet Network

• AI Highlights of the Week

• Too Important to Miss

A better way to trade Nvidia

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Our advanced A.I. models are painting a different picture for the immediate future. Want to see exactly where Nvidia is heading in the next 1-3 days? Our A.I. system has been tracking earnings volatility patterns and Global Intermarket Analysis with remarkable precision.

Jeff Bezos’ Blue Origin to Launch TeraWave Satellite Internet Network

New Constellation Targets Enterprises, Governments in Bid to Rival SpaceX, Amazon

Blue Origin announced TeraWave, a new satellite internet network targeting enterprise, data center, and government customers, with deployment planned for Q4 2027, positioning it as a competitor to Starlink and Amazon’s Kuiper.

Key Points:

• TeraWave Constellation: Blue Origin will launch 5,408 satellites into low and medium Earth orbits, offering up to 6 terabits per second in data speed.

• Competitive Landscape: The network enters a growing market dominated by Starlink (9,000+ satellites, ~9M users) and Amazon’s Leo, which has already deployed 180 satellites.

• Deployment Timeline: Satellite rollout begins in late 2027, with Blue Origin likely to handle future launches, including some for Amazon.

• Leadership Vision: Bezos, who predicted Blue Origin will eventually outgrow Amazon, has installed former Amazon exec Dave Limp as CEO.

Why It Matters:
TeraWave marks Blue Origin’s bold expansion into the commercial internet infrastructure space. As satellite internet becomes critical to global connectivity and cloud infrastructure, this move intensifies the competition among tech and space titansBezos, Musk, and Amazon all racing to dominate orbital broadband.

Russian Government Hackers Linked to Attempted Poland Power Outage

Researchers Attribute Attempted Energy Disruption to Moscow-Backed Sandworm Group

Security researchers say Russian government–linked hackers were behind a failed cyberattack that targeted Poland’s energy infrastructure in late December, an incident that could have disrupted heat and power for hundreds of thousands of homes.

Key Points:

• Attack Details: Hackers targeted two heat and power plants and attempted to disrupt communications between renewable energy installations and grid operators on December 29–30.

• Attribution: Cybersecurity firm ESET linked the attack with “medium confidence” to Sandworm, a notorious hacking group tied to Russia’s GRU military intelligence agency.

• Malware Used: Investigators identified destructive “wiper” malware, dubbed DynoWiper, designed to permanently disable affected systems.

• Potential Impact: Polish officials said the attack could have knocked out power and heat for up to half a million homes, calling it the strongest assault on the country’s energy sector in years.

• Defenses Held: Poland’s prime minister said national cybersecurity defenses successfully prevented any damage to critical infrastructure.

Why It Matters:
The incident underscores ongoing cyber threats to European energy systems and highlights the continued use of destructive malware by state-backed actors, echoing past Russian attacks on Ukraine’s power grid.

Stock Updates

Apple to Revamp Siri Into Chatbot as AI Race Heats Up

New AI-Powered ‘Campos’ Chatbot to Replace Siri Across iPhone, iPad, and Mac

Apple plans to turn Siri into a full AI chatbot called “Campos,” deeply integrating it across its operating systems to catch up with OpenAI, Google, and Samsung in generative AI.

Key Points:

• AI Chatbot Integration: Campos will replace the current Siri interface, offering advanced capabilities like web search, content generation, file analysis, and integration across core Apple apps.

• Powered by Google Models: Campos will use a custom version of Google’s Gemini model, with future versions supported by Google's powerful TPU servers.

• Strategic Shift: Apple has long resisted standalone chatbots but now embraces them as part of iOS 27, iPadOS 27, and macOS 27 updates, expected to launch in September.

• Competitive Pressure: With OpenAI poaching Apple talent and ChatGPT surpassing 800M weekly users, Apple is accelerating its AI roadmap to stay competitive.

Why It Matters:
This marks Apple’s biggest leap into conversational AI, directly challenging OpenAI’s ChatGPT and Google’s Gemini. With Campos, Apple aims to redefine on-device intelligence, signaling a new era of smart assistant experiences built into everyday user workflows.

AI Highlights of the Week

• Gemini Brings Free SAT Practice Tests to Students

  Gemini now offers full-length SAT practice tests in-app, built with The Princeton Review and available at no cost.

  Students receive instant feedback, clear explanations, and help closing knowledge gaps before test day.

• Adobe Shifts Deeper Into AI with Firefly Foundry

  Adobe is expanding its AI push with Firefly Foundry, built alongside artists for film and media creation.

  The platform helps studios work faster while protecting creative control and ownership.

• Spotify Pushes Deeper Into AI with Prompted Playlists

  Spotify is rolling out AI-powered Prompted Playlists to Premium users in the U.S. and Canada.

  The feature lets users create playlists using natural language prompts, with AI analyzing listening history and real-time trends.

• Amazon Moves to Cut Jobs as AI Takes Center Stage

  Amazon is preparing new corporate layoffs as part of a push to become more AI-driven and efficient.

  The company is automating tasks, trimming management layers, and shifting hiring toward AI and growth roles.

Too Important to Miss

Amazon Rolls Out 24/7 Health AI Assistant Inside One Medical App

OpenAI Expands Global AI Use in Education, Health, and Public Services

Anthropic Unveils Claude’s Constitution to Shape AI Behavior and Values

Epic Games Agrees to $800M Deal Helping Google Market Android

Last Week’s Poll Result

Would you ever consider using a non-invasive brain–computer interface?

Maybe, but only for medical reasons → 50.00%
Yes, if it improved focus or learning → 30.00%
No, I don’t want tech interacting with my brain → 20.00%

• Do you think U.S. court systems are adequately protected against cyberattacks?

  Yes, protections are generally sufficient → 36.36%
  No, cybersecurity is clearly under-resourced → 36.36%
  Somewhat, but improvements are needed → 27.27%

• Do you think AI companies should face stricter environmental oversight than other tech firms?

  Yes, AI data centers consume far more energy → 43.75%
  No, stricter rules could slow innovation → 43.75%
  Maybe, but rules should apply equally to all industries → 12.50%

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