Trump-Xi Summit, Inflation Fears, Space Data Centers | Max Levchin, Delian Asparouhov, Richard Socher, Brandon Hill, Nate Tepper, Joubin Mirzadegan, Roman Chernin
TBPN
May 13, 2026
Delian Asparouhov of Varda joins to discuss the shift from theoretical orbital experiments to revenue-generating manufacturing in space. While tech giants chase orbital data centers, Varda is securing multi-year pharmaceutical contracts, prioritizing durable manufacturing economics over speculative infrastructure.
Key insight: A single blockbuster cancer drug like Keytruda generated $25 billion in revenue last year, dwarfing the potential near-term addressable market of orbital data centers.
