Will Marshall

Quick recap of @planet earnings here. Inc. 41% growth rate and Rule of 40 in Q4 & >$900M in backlog. Very proud of our team. 2026 is the year for AI for Planet. It will unlock markets faster than ever. Playing to Win. Check out our full results here: investors.planet.com/news/news-deta… $PL

Super exciting to expand our work with @nvidia! We've put their GPUs in space, now we're building GPU-native Al engine on earth data, unlocking the full potential of our 100 petabyte-scale archive, and delivering orders of magnitude speed improvements. Insights in seconds, not hours. This benefits our customers where, from disaster response to security, time saves lives. Together, we're moving towards planetary intelligence. investors.planet.com/news/news-deta…

We’ve been indexing the physical Earth for 8 years. For AI, this is the ultimate training ground. We aren’t just generating images, we’re giving AI the sensory input it needs to solve global challenges.

Great to see @FT exploring the complexities of orbital data centres & our work w/ @Google on Suncatcher. Just a quick response here. Generally, space-based AI is a lofty goal, but it's a more sustainable long-term solution in comparison to terrestrial alternatives. Absolutely true that all the components take real Earth resources, but one does not need: 1) buildings, 2) land, 3) water cooling; & with simple 24/7 solar power, 4) large battery plants or nuclear/fossil power stations to get continuous power. 🌍 Most of the specific issues raised, we already know how to solve: - Cooling: this is the hardest bit, but we cool devices in space all the time with passive & active radiators. It drives mass but the calcs show it's altogether cheaper in space with launch <$200-300/kg, which we estimate is coming in just 2-3 years <-- hence starting now. - Space debris: agreed, we have to take care but we do know how to avoid this, mainly by flying in low, 'self-cleaning' orbits. - Radiation hardening: advanced computers perform very well for many years in orbit. We need to test TPUs, but unlikely to be a roadblock. - Servicing: one doesn't need it; we'll just accept a small failure rate. - Monitoring: much easier in space than terrestrially: neither launches or orbital objects can be hidden, unlike underground buildings. - Astronomy interference [my add]: we need to take care not to ruin observations from ground-based telescopes. Luckily we'll use dawn-dusk polar orbits, which reduces this significantly. In sum, lots of complex issues to tackle, but all look tractable. This is a Moonshot, but its an idea whose time has come... 🛰️🖥️💫

Thanks Dr. Stephanie Hare and @BBCNews for having me on the show. While data centres in space are experimental at this stage, there’s big payoffs if it works: faster, cheaper, and more sustainable compute than terrestrial alternatives. It sounds sci-fi, but this is an idea whose time has come. youtube.com/watch?v=zHwBOF…

Great weekend at @MunSecConf. The world is in transition, and it’s clear Space is incredibly relevant. I met with leaders incl @NATO_SACT and @DavidMcGuinty, and was inspired by remarks from @ZelenskyyUa, @vonderleyen, @Keir_Starmer and others on the critical need for increasing defense capabilities across Europe. Thanks to the Planet team on the ground in Munich for their support in these important conversations inc. @schingler, Robert Cardillo, Martin Polak, Robert Kerby, Maggie O'Connor.

Today at @MunSecConf we announced two new advisory boards: a European Advisory Board and a global Defense Advisory Board. Their guidance will help us grow in Europe, and in global security. We were joined today by two of our board members @carlbildt & @DMiliband! I also met joined a panel on Space with Ministers @DoroBaer & @benjaminhaddad, + had connections with @SecGenNATO,  @EmmanuelMacron & @kajakallas to discuss how satellite data can help provide transparency & accountability globally. investors.planet.com/news/news-deta…

We’re partnering with AXA. Will integrate satellite data into AXA’s digital platform to enable smarter claims monitoring. With extreme weather events occurring with ever greater scale and frequency, real-time information is critical to intelligently respond.

Planet's revamped maritime solution. Dark vessels no more. 🛰️🚢⚓️

Indeed; exciting times! Good summary on compute-in-space projects by @FT including @Planet’s upcoming pilot with @Google This is an idea whose time has come. I doubt in 36 months, but within a decade it seems likely that most compute will be built in space. 🚀🛰️💻

Welcome, fellow Lunatic! 🌕 Glad to see First Principles finally pointed your trajectory at the Moon —after 15 years of debating! Since @LCROSS_NASA found water there in '09, it was Case Closed: 📍 2-day commute vs 200 🚀 Daily windows vs every 780 days 🛰️ No pesky unbreathable atmosphere (a bug, not a feature!) 💡 24/7 solar on Peaks of Eternal Light 💧 accessible water (on both) …the Physics was clearly gonna win out. “If God wanted Man to be spacefaring, He would’ve given us a Moon." Glad to have you on the right side of the gravity well! Case closed! 🥂

Thanks for the conversation at Davos, @TheEconomist and @shashj. Check out our conversation to hear more about @Planet’s unique role at the intersection of space and AI and how satellite data promotes transparency and security around the world.

Earlier this week, I had the honour meeting King Charles III at Windsor. The event brought together a dozen leaders to discuss real-world solutions to help accelerate the sustainability of shipping. Tracking and monitoring is a critical component. @TheSMI is an organization I’ve been involved with for years - and whose mission is more important than ever. 🌍

Davos day 4: 🏔️ Many important conversations today around natural resources, peace, and security. 💧🌳 Met with @planet partners @esa, @Microsoft, @nature_org, and @NASAHarvest, as well as joined a roundtable at Goals House to discuss the critical link between ground-breaking technology and science. Spoke at a WEF roundtable discussing how satellite data and AI help organizations and governments make better, faster decisions on both a global and local scale. What an inspiring day! #WEF26 @BDataScientist, @BeckerInbal, Mark Mozena, @AschbacherJosef, @JenMorrisNature, @jrockstrom

Day 3 at Davos! Another busy one meeting with world leaders, especially partners in Japan 🇯🇵, the European Commission 🇪🇺 and US 🇺🇲. And also to chat with Jensen Huang on our joint AI work. Finally, great to be at the convening on our RAAPID partnership on agriculture security and rapid response with our long-time partners at @Microsoft AI for Good Lab and @NASAHarvest, which uses @planet data to provide rapid, real-time assessment of food disruptions around the world as they occur. 🌱 #WEF26  @shinjirokoiz @KubiliusA @SecRubio

Davos 🏔️ day 2: Continued collaboration discussions with nations, pics below from conversations with Canadian 🇨🇦 PM @MarkJCarney and Botswanan 🇧🇼Minister of Trade and Entrepreneurship Tiroeaone Ntsima 🤝 Did an ‘Inside Defence’ live recording with @shashj at @TheEconomist. Spoke on using AI to help bring greater transparency, accountability and security globally. + Great dinner conversation hosted by the @nytimes on AI including many of the world leaders. 🛰️ #WEF26

Great to be back at Davos! Hard to believe it’s our 10th year here; no longer a ‘young global leader’ tho! We’re here to forge and expand partnerships with countries around the world, showing the impact of satellite data to solve real-world challenges. A few highlights from day 1: - Spoke at the USA House session ‘From Earth to Orbit: Next Industrial Revolution’ about how space-based intelligence and AI unlocks unprecedented knowledge of our changing world - Participated in a roundtable session ‘CEO Alliance on Nature’ to discuss how EO data supports a nature-positive economy - Attended the TIME 100 dinner and left inspired by leaders using technology to drive impact Always energizing. More to come in the week ahead. #WEF26

The Great Wall The Great Fire Wall The Great Village Wall & now... The Great Sea Wall Great investigative journalism here: nytimes.com/interactive/20… (Here's the village wall: nytimes.com/interactive/20…)