Tracking Cash Flow Through the 2024 Space Stocks Rally
Hockeystick SPAC charts. Wallstreetbets Reddit page buzz. Short squeezes. Everything to the Moon euphoria.
Jack Kuhr
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.
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.
Charts Defining the Space Industry in Q3
Astranis, a startup building small GEO broadband satellites for targeted service, led the way this quarter with its $200M monster Series D round, by far the largest US space raise so far in 2024.
The Airline Industry is Moving to Free Wi-Fi and Starlink
Last week, Air France was the latest major airline to announce it will be moving its in-flight Wi-Fi to the Starlink network, offering it for free to members of its frequent flier program.
Impact of In-Space Relay Networks on Ground Station as a Service
Traditional Ground Station as a Service (GSaaS) providers will soon face competition from relay communications networks that promise faster transmitting, simplified licensing, and potentially lower cost.
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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
