Orbital vs. Terrestrial Data Center Cost Analysis
In this piece, we open our models to compare the build costs of an orbital data center and a terrestrial data center (inclusive of the delay-driven terrestrial opportunity cost).
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The Terrestrial Bottlenecks Pushing Compute to Space
Today, we’re kicking off the first analysis article in a four-part report unpacking the economics of orbital data centers.
Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic
SpaceX is exceptionally good at space.
Directed Energy: An Alternative to Space-Based Interceptors
This week, we will cover another alternative to traditional SBIs: Directed energy.
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.
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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
