Directed Energy: An Alternative to Space-Based Interceptors
This week, we will cover another alternative to traditional SBIs: Directed energy.
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Who Needs Commercial Revenue Anyways?
Government contractor through and through.
High Fire Volume Systems: An Alternative to Space-Based Interceptors
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.
The Investment Theses Behind Vast and Sierra’s $500M+ Mega Rounds
One day, two $500M+ raises.
The Promise Of A World of Low Launch Prices Is Still Far Off
Falcon 9’s rideshare pricing has increased 40% over the last five years.
BlackSky FY25 Revenue and Free Cash Flow
BlackSky reported full-year revenue of $107M and -$75M of free cash flow.
Inside Starcloud and SpaceX’s Orbital Data Centers FCC Filings
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.
GomSpace Revenue
There’s a reason why Danish smallsat manufacturer GomSpace’s stock is up 400% over the last 12 months.
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Rocket Lab Report
Rocket Lab’s thesis centers on becoming a fully integrated space infrastructure company, controlling every step from satellite production and launch to space-based data services
