Marcin Frąckiewicz

Marcin Frąckiewicz is the CEO of TS2 Space and a longtime technology entrepreneur focused on telecommunications, satellite communications and digital innovation. A graduate of the Warsaw School of Economics (SGH), he writes about space technology, artificial intelligence and publicly traded technology companies. His analysis covers major market trends, emerging technologies and the businesses shaping the future of the global economy.

Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting
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Meta’s $50M-a-year News Corp AI deal shows how expensive training data is getting

Meta Platforms and News Corp have struck a multiyear content licensing deal that could see the publisher receive as much as $50 million annually, according to the Wall Street Journal. This deal stands out as tech companies hunt for new, trustworthy data to power their AI—software that studies data patterns to spit out text or respond to questions. Newsrooms, for their part, are aiming to turn that frenzy into a steady income stream instead of legal battles.
March 4, 2026
Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound
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Micron’s 256GB SOCAMM2 memory sample hits customers — and MU shares rebound

Micron Technology, Inc. climbed roughly 3% out of the gate on Wednesday. The stock move comes after the memory-chip company revealed it’s begun shipping customer samples of a new 256GB low-power server memory module, targeting AI data centers. Timing is crucial right now, as data center operators run up against real constraints on power and cooling. Memory, which serves as the short-term storage feeding processors, is turning into a bottleneck for AI systems. Pricey chips sometimes just wait, idling, if data doesn’t show up in time.
March 4, 2026
Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back
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Tesla’s EU carbon-credit pool thins out for 2026 as Toyota and Stellantis hold back

An EU filing reveals Stellantis, Toyota, and Subaru have exited the Tesla-led carbon-credit pool for 2026—unlike last year, when all three participated. The European Commission has eased its stricter fleet emissions rules, now allowing automakers to average out emissions across 2025-2027 instead of focusing only on the end of 2025. The absence of those names is significant—pooling often costs less than racking up EU penalties, and for automakers buying into a cleaner fleet, it shows up as a straight expense. For Tesla, fewer buyers for its regulatory credits puts more pressure on the automaker, especially with demand fluctuating and competition intensifying in Europe.
March 4, 2026
OpenAI’s GitHub rival idea puts Microsoft’s developer platform in the spotlight
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OpenAI’s GitHub rival idea puts Microsoft’s developer platform in the spotlight

OpenAI is working on its own code-hosting service that could challenge Microsoft’s GitHub, The Information reported Tuesday. That would put the ChatGPT creator on more competitive footing with one of its main supporters. For Microsoft, the stakes are clear. GitHub underpins its developer segment. These code-hosting platforms—where software lives, changes get tracked, and teams coordinate—form the backbone of today’s software development.
March 4, 2026
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