"The Stack":
Space: SpaceX, Blue Origin, Maxar, Voyager
Cloud: Palantir, IBM, Cisco, Meta, AWS, Microsoft
Surface: Data Centers, Urban Surveillance, Mobile Fortify, Axon
Energy: The Nuclear Co, Valar Atomics, Oklo, General Matter, Helion
Finance: Paypal, Coinbase, Ramp, Stripe, Erebor, Ripple
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This doesn't make any sense at all. Many of the categories aren't even internally consistent, and the space->cloud->surface->energy->finance "stack" is incoherent.
I should like this, because one of my longstanding hangups is people hyperfixating on Palantir (the company), which is a database consultingware company and a JV version of Oracle in all the senses we care about --- civil tech punditry has an awful habit of focusing on these lurid instances when they're really just banal examples of something tech giant companies do generally, which has the effect of letting companies like Oracle and Cisco (both of whom have demons resumes) off the hook.
But if the author can't lay out a reasonable map of the industry and the forces acting on it, I have trouble taking the rest of it seriously.