Summary
Exosat builds low-cost communication satellites to provide a sovereign alternative to Starlink for nations wary of foreign-controlled infrastructure. Founded by Edward Ge, who previously co-founded Aethero and launched two satellites to orbit, they design satellites with zero ITAR/EAR-controlled content to manufacture at roughly $300k per unit instead of $5M. They've signed $400M in LOIs with customers across six nations, booked their first launch for April, and hold an ITU filing for 11,000 satellites. They're starting by selling connectivity to device OEMs and network operators, with plans to eventually run low-latency inference for autonomous vehicles using distributed compute across their constellation.