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Jack Kuhr

The Terrestrial Bottlenecks Pushing Compute to Space 
Insights Orbital Data Centers

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.

April 15, 2026April 17, 2026
HawkEye 360 IPO: Financials Snapshot
Insights

HawkEye 360 IPO: Financials Snapshot

Another space business is going public. 

April 15, 2026April 15, 2026
Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic
Insights Launch Satcom

Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic

SpaceX is exceptionally good at space. 

April 8, 2026April 9, 2026
Charts Defining the Space Industry in Q1 2026 
Insights

Charts Defining the Space Industry in Q1 2026 

Revenge of EO

April 1, 2026April 13, 2026
Directed Energy: An Alternative to Space-Based Interceptors
Defense

Directed Energy: An Alternative to Space-Based Interceptors

This week, we will cover another alternative to traditional SBIs: Directed energy. 

March 25, 2026March 26, 2026
Who Needs Commercial Revenue Anyways?
Earth Observation Insights

Who Needs Commercial Revenue Anyways?

Government contractor through and through.

March 25, 2026March 24, 2026
High Fire Volume Systems: An Alternative to Space-Based Interceptors 
Infrastructure

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. 

March 18, 2026March 18, 2026
ICEYE Goes Up, Up, Up
Earth Observation Insights

ICEYE Goes Up, Up, Up

The Earth observation slander ends today! 

March 18, 2026March 17, 2026
The Investment Theses Behind Vast and Sierra’s $500M+ Mega Rounds
Infrastructure Insights

The Investment Theses Behind Vast and Sierra’s $500M+ Mega Rounds

One day, two $500M+ raises.

March 11, 2026April 14, 2026
Redwire FY25 Revenue and Free Cash Flow
Insights

Redwire FY25 Revenue and Free Cash Flow

This content is restricted to subscribers

March 11, 2026March 11, 2026

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Payload Insights

Rocket Lab’s Intense Focus on Gross Margins
Insights
November 12, 2025November 13, 2025

Rocket Lab’s Intense Focus on Gross Margins

Eutelsat is Turning into a OneWeb Business
Insights
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Eutelsat is Turning into a OneWeb Business

SpaceX Booster Reuse
Insights Launch
August 20, 2025August 20, 2025

SpaceX Booster Reuse

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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
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