Real Alpha
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Guest

Andrew Fox

Analyst, Atreides Management

Real Alpha has cut one moment of Andrew Fox (Analyst, Atreides Management) talking, from an interview on BG2 published Jun 11, 2026.

What Andrew Fox said

  1. BG2 · · 4 min

    Orbital compute could cut a gigawatt's cost from $60B to $30B

    “the math you get to is it's about $5 billion per gigawatt of CapEx to put these in space.”
    Andrew Fox26:49

Also from this interview

  1. BG2 · · 3 min

    Why $1.5T of AI CapEx can still pencil out against $300B of revenue

    “we're spending $1.5 trillion of CapEx on $300 billion of inference revenue.”
    Brad Gerstner1:04:47

The episode