Six Golden Dome Architecture Options Proposed by AEI
American Enterprise Institute recently published a report gaming out six different Golden Dome architectures and cost estimates that the Trump administration could choose from.
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Implications of SpaceX’s $17B EchoStar Spectrum Deal
The deal resets SpaceX’s direct-to-cell (DTC) 5G ambitions, reshapes the DTC competitive landscape, impacts downstream competitor vendors, and could redefine the relationship between mobile carriers and satellite providers.
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Europe’s Space Investment is Booming. Its Investors Are Not the Ones Fueling It
Image: Isar Aerospace
Viasat’s Stock Soars in August after Investor Proposes Defense Spinoff
This year’s get-rich-quick stock? Not Rocket Lab, not AST SpaceMobile, not Planet.
It’s GEO stalwart Viasat.
The Space Station Report
This report breaks down the frontrunners—Axiom, Vast, Voyager, Blue Origin, SpaceX, and Sierra Space—and digs into costs, economics, funding, political priorities, and recent shifts in CLD Phase 2 requirements.
SpaceX Booster Reuse
Over 90% of Falcon 9 launches use flight-proven hardware, driving marginal launch costs below $15M.
Unpacking Firefly’s IPO, Business Outlook, and its Valuation at a Third of Rocket Lab’s
There’s threading the needle, and then there is what Firefly just did last week.
Enter the COTS Era
COTS is credited with playing a pivotal role in SpaceX’s rise, helping fund the development of the Falcon 9 rocket and Dragon spacecraft.
How Amazon’s Playbook Threatens Starlink
Starlink may be the clear leader today, but the market is underpricing the threat of Kuiper. If history is any guide, Amazon tends to enter markets late, absorb the upfront losses, weaponize its balance sheet, and win through scale, patience, and integration.
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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
