Posts  / ASTS  / #POST-243986
REDDIT

The forefront of innovation and growth for the next years

R
Jul 31, 2026 · 21:18

Can you come up with some examples of companies that you think will return more than this portfolio over the next few years:

* **ASTS**, for monopolizing the direct-to-cell global satellite telecommunications market
* **Rocket Lab**, for dominating small-to-medium launch services and building a vertically integrated space systems ecosystem
* **Planet Labs**, for creating an unmatched daily geospatial data feed and Earth observation pipeline
* **Cerebras**, for ultra-fast AI inference and massive throughput on their wafer-scale engine chips
* **IonQ**, for scaling trapped-ion quantum computing architectures with high algorithmic qubit fidelity
* **Quantinuum**, for delivering the best quality trapped-ion technology and fault-tolerant logical qubits
* **Rigetti**, for pioneering modular multi-chip superconducting quantum processors
* **Infleqtion**, for commercializing neutral atom quantum sensing, precision timing, and optical clocks
* **Reddit**, because you're using it right now

No megacaps like the beloved Google, Nvidia, Tesla, IBM, etc. It also doesn't include some great private companies like Anduril. Also assuming no credit crunch in the U.S.

Let's expand our circle of competence in this post