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.
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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.
The Scale of Capital: Amazon vs. SpaceX
Amazon is now generating more free cash flow in a single quarter than the total capital SpaceX raised during the past 30 funding rounds.
Commercial Satellite Bus Offerings
Satellite bus manufacturing used to be the domain of a handful of national aerospace primes. Over the past 20 years, however, two major startup waves have disrupted this status quo.
Tracking Satcom Startup Funding
Companies that can beam down fiber-like internet speeds graduate from the niche legacy satcom market to the generalized consumer broadband internet market.
ISS vs. Commercial Station Costs
The International Space Station cost $150B (inflation adj.) to build, whereas a commercial space station is expected to cost between $2B and $5B.
Tracking Earth Observation Startup Funding
Hate it or love it, the first six months of the year have summed up investors’ love-hate relationship with the sector.
Tracking Orbital Debris
Over the past decade, the number of active satellites has increased by an order of magnitude.
A Banner Quarter for Space Funding
If Q1 introduced the promise of Golden Dome, Q2 was the mad dash to cash in on the hype.
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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
