Breaking Down HawkEye 360’s IPO Prospectus
Signal intelligence business HawkEye 360 IPO’d last week, raising $416M at a $2.4B valuation.
Insights
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.
Is SpaceX a Monopoly? Conversation With Former FTC Chairman William Kovacic
SpaceX is exceptionally good at space.
Who Needs Commercial Revenue Anyways?
Government contractor through and through.
The Investment Theses Behind Vast and Sierra’s $500M+ Mega Rounds
One day, two $500M+ raises.
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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
