It’s not a storm — it’s the climate
It’s not a storm — it’s the climate
Sparkmind Invested EPS 2: Polish Grid, LQMs & SpaceX
5 February 2026
Summary:
Colin, Martti and Chris discuss the three conversations that matter this week.
Optimising for value, not views.
- Polish Grid Attack
- Sandbox AQ and Large Quantitative Models (LQMs)
- SpaceX & xAI and 1 million satellites
Remember, this show is for entertainment and is not investment advice.
TAKEAWAYS:
Polish Grid Attack:
- A fire drill run by the arsonist
- Designed to hide systems
- Decentralised grids offer a huge attack surface
- 165M euro investment by the Polish state
- A warning to all European energy grids
SandboxAQ:
- The rise of LQMs
- Google spin-out
- Maths is the language of the universe
- Europe needs to build this capability, or the best we can do will be the “Loveable” to Sandbox’s ChatGPT
SpaceX:
- IPO prep or real opportunity
- Leapfrog Google in the AI race
- Another Elon pipe dream or a stroke of genius
- Blurring the line between robots and satellites
- Robots will need a massive amount of compute
- SpaceX’s “Act 3”
- What will be Europe’s response to the cost of launching