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Insights Orbital Data Centers

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.

Satcom

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. 

Defense

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?

Capital Markets

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.