Rocket Lab Deep Dive
Below is a snippet of the Rocket Lab report.
Jack Kuhr
Underutilized Capacity on Dedicated Customer Falcon 9 Rides
SpaceX has pushed up average payload mass for Starlink-dedicated launches to roughly 16,850 kg, or 96% of max capacity of 17.5 tons to LEO in a reusable configuration, maximizing every meter and kilogram offered by the rocket.
Tracking Cash Flow Through the 2024 Space Stocks Rally
Hockeystick SPAC charts. Wallstreetbets Reddit page buzz. Short squeezes. Everything to the Moon euphoria.
Three VC Investors Weigh in on the State of Investing in Space
Space is a nascent market with vast, unbounded potential, where an early-stage startup can become a dominant business integral to the very infrastructure of the space economy for decades to come.
Startups Race to Make Space-Based Power a Reality
In the 1940s, science fiction novelist Isaac Asimov proposed the idea of space-based solar power, imagining space stations that could collect solar power and beam the energy to Earth.
SpaceX Leadership Map Out the Future of the Starship Program
Only 37 days separated Starship’s Flight 5 launch from yesterday’s Flight 6.
DoD’s Big Bet on 1 Hour Space Cargo Delivery
If the last decade marked a revolution in sending mass to space, the next decade will center on bringing mass back to Earth.
Logos and the Demand for Another Mega Constellation
Another day, another mega LEO constellation.
The Starliner Investment Case and Potential Buyers
First, a ULA sale process, now Starliner.
Comtech Looks to Sell Half its Business, Go All-in on Space
Comtech ($CMTL) announced last week that it is looking to sell its terrestrial 911 emergency call infrastructure business to go all-in on space comms.
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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
