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The Pentagon’s needs for Golden Dome are, in many ways, at odds with the engineering, procurement, and scaling realities of traditional space-based interceptors. That has opened the door to two alternative space-based approaches: A deep magazine approach and directed energy.
One day, two $500M+ raises.
Falcon 9’s rideshare pricing has increased 40% over the last five years.
BlackSky reported full-year revenue of $107M and -$75M of free cash flow.
After only a two months of 2026, this year is already shaping up to be the year of space data centers. In January, SpaceX filed with the FCC for up to 1M satellites (wild). A few days later, Starcloud followed with plans for 88,000 satellites of its own.
There’s a reason why Danish smallsat manufacturer GomSpace’s stock is up 400% over the last 12 months.
The investor playbook has flipped: In the era of AI, Asset-light, high-margin good businesses (software) start to look bad, while greasy, capital-intensive, bad businesses (hardware) now look good. That’s just as true in space as anywhere else.
