Research Feed

Weekly analysis sent every Wednesday.

Join 2,515 others.

Popular tags

SpaceX (262)
Starlink (117)
Launch (72)
Regulatory (50)
DTC (44)
Orbital Data Centers (42)
Blue Origin (34)
Politics (32)
AST Spacemobile (30)
NASA (27)
Rocket Lab (26)
Starship (22)
Broadband (22)
Defense (20)
China (19)
Europe (18)
Mars (16)
Cislunar (16)
Valuation (14)
xAI (13)

Filter by type

Analysis
Report
News

Jul 15, 2026

SpaceX is targeting July 16, 2026 for Starship Flight 13 from Starbase, Texas, the program's first flight to deploy 20 functioning Starlink V3 satellites rather than simulators. Six of the satellit...
Analysis
Public
The sharpest technical objection to SpaceX's orbital AI plan is not power or heat. It is that modern AI models are designed to run across hundreds of interconnected chips... so we model how a typical 72 GPU NVDA rack would perform as a node in comparison. Forcing a frontier model into one satellite forgoes up to 44% of achievable output. The penalty is real but not permanent, better software, slimmer models, and models designed to fit the satellite could reduce it to near parity over time.

Jul 14, 2026

Rocket Lab completed a full-duration hot-fire test of its Archimedes Vacuum (AVac) engine on July 13, a milestone the company called critical preparation for Neutron's debut flight, now targeted fo...

Jul 14, 2026

The Space Development Agency awarded L3Harris approximately $955 million for 18 missile defense satellites and Sierra Space approximately $798 million for 18 missile warning and tracking satellites...

Jul 14, 2026

China's Long March 10B, with a planned payload capacity of at least 16 metric tons, launched from Hainan Commercial Space Launch Site on July 10, 2026 and had its first stage caught by a net-rigged...

Jul 08, 2026

Blue Origin is raising $10 billion at a $130 billion pre-money valuation, the first outside capital in the company's 25-year history,. Coatue Management is expected to lead with roughly $4 billion,...

Jul 08, 2026

Elon Musk posted on X on July 8, 2026 that SpaceXAI will make Grok 4.5 publicly available on July 9, citing "strong positive feedback from customers in our beta test program." Musk described the mo...

Jul 08, 2026

SpaceXAI has raised the price of Starlink Aviation hardware for business jets to $200,000, up from $145,000 last year, a roughly 38 percent increase. The monthly plans moved further: the Aviation R...

Jul 08, 2026

SpaceXAI's Starship Flight 13 has been given a primary launch date of July 14, 2026 in an FAA Operations Advisory. The flight is planned as the second of the Starship V3 (Block 3) vehicle, pairing ...

Jul 08, 2026

SpaceXAI has asked the FCC for authority to launch and operate up to 100,000 Gen3 Starlink satellites under application SAT-LOA-20260630-00264. The filing proposes two very low Earth orbit shells a...
Loading more feed items....