Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Starship Will Reduce Bandwidth Launch Cost by up to 50x
August 27, 2025
Starship’s scale and reusability slash launch costs from ~$500/kg expendable toward a ~$60/kg initial floor, and when paired with V3 satellites delivering 10× more bandwidth per kilogram, the economics compound into ~40–50× lower $/Gbps, transform...
Rocket Reusability Limits: Mach33 Breakdown
August 20, 2025
An investor-focused analysis of rocket reusability that ranks the key technical limiters and distills their implications for cost, cadence, and fleet economics.
Fiber vs. Starlink: Cost vs Capacity
August 13, 2025
Today Starlink can only handle ~10 subscribers/km²; by 2030 its costs plunge and capacity stretches to ~80–126 subscribers/km²...yet fiber still wins cities on capacity, not price.
Starfall & Intro to the In-Space-Manufacturing Series
August 05, 2025
Inside SpaceX’s leaked ‘Starfall’ plan to turn Starship into an orbital factory - this kickoff article explains the economics of making things in microgravity and introduces the Disruptability Index for judging which products could win.
Filling the Falcon 9 Vacuum: Scorecard for Next‑Generation Mid‑Lift Launchers
July 24, 2025
A data‑driven but digestible comparison of seven new rockets that could capture the small‑to‑mid‑lift market SpaceX will leave behind as Falcon 9 winds down.
Sizing the Vacuum: The Falcon 9 Wind-Down Gap
July 18, 2025
Sizing the launch‑market gap that opens as Falcon 9 retires and new mid‑lift rockets step in (2026‑2030)
Mars vs. Moon: Why Mars Is the Better Choice for Human Expansion
July 03, 2025
Mars vs. Moon: a data-driven showdown revealing why the Red Planet, despite the long voyage, beats our lunar neighbor as humanity’s best chance for a self-sustaining home.
Starlink and Hyperscalers: A New Cloud Connectivity Channel
June 25, 2025
Low-Earth-orbit broadband bundled with hyperscaler clouds could turn 190 k off-grid mines, rigs, ships and outposts into a $400 M satellite and nearly $5 B cloud market, kicking off a flywheel of ever-richer remote workloads and demand for more ba...
Starship-to-Mars 2026: Mach33 Monte-Carlo Suggests 31% Probability
June 20, 2025
Given everything we know today, what is the probability that SpaceX can launch a fully-fuelled Starship toward Mars by 31 Dec 2026?
SpaceX at Escape Velocity: ARK & Mach33’s $2.5T 2030 Valuation Model
June 10, 2025
Mach33 and ARK Invest map how SpaceX could bankroll humanity’s next frontier, using probabilistic modelling to connect Starlink cash flow, Starship reusability, and the long-term buildout of Mars.