The Most Active Space VC Firms: Who’s Leading and Backing Space’s Top Startups?
Space companies have turned into serial fundraisers, often raising every year like clockwork and never really ever exiting the market.
There is good reason for this.
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Starcloud Deep Dive and Economics
Starcloud CEO Philip Johnston has been particularly open about Starcloud’s business model and targeted economics (great for all us space + numbers nerds) through dozens of media interviews and thousands of good ol’ spicy social posts.
SpaceX’s Mobile Ambitions: Build, Partner, or Buy?
There has been a lot of speculation about how SpaceX is going to achieve its goal of moving from D2C dead zone coverage to taking AT&T, T-Mobile, and Verizon head-on, tapping into a hundreds of billions in revenue opportunity.
How to Pitch the Space Force: Green and Red Flags
We spoke with a Space Force official on background to better understand how startups should pitch the service for award opportunities. What are the green flags in applications? What are the red flags?
The Launch Crunch Just Made a ULA Sale Worth Revisiting
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6 Tidbits from SpaceX’s First Earnings Call (Quick Hits)
6 tidbits from SpaceX’s first earnings call, ranked 👇:
Space Stocks Plunge 60%+ in Just Two Months
Space stocks did nothing but go vertical in the first half of the year (many were up well over 100%).
Momentum was driven by SpaceX’s IPO and valuation, increased geopolitical conflict with the war in Iran, orbital-data-center hype, and a broader market pivot from software into hardware businesses.
A Deep Dive into the Bluetooth Satellite Connectivity Market Following the FCC’s Proposal
The FCC is proposing opening unlicensed Bluetooth and Wi-Fi frequencies for space-based comms.
Our Launch Cadence Forecast For Next-Gen Rockets
What should we expect the flight cadence ramp to be for next-gen reusable rockets like New Glenn, Neutron, Nova, Terran R, and Eclipse?
Falcon 9 Sales Freeze Anxiety and Our Launch Ramp Forecast Model for New Rockets
Hundreds of space companies we have all grown to know and love were founded—and raised billions of dollars—on the assumption that SpaceX had solved launch with Falcon 9, all but guaranteeing reliable, predictable access to orbit. But that premise is now on shaky grounds, turning the future of many satellite businesses into an existential question.
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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
