Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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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.
How Much Does a Mars Payload Really Cost?
May 28, 2025
One fully-loaded Starship can land the first ten humans, and all the gear they need, on Mars for ≈ $2.3 B end-to-end ($770 M hardware + $1.5 B transport). Our breakdown shows where the dollars and kilos go, and how much humanoid robots trim mass a...
Starlink’s Spectrum Roadmap: Unlocking Bands for Broadband and Direct-to-Cell
May 20, 2025
A concise, data-driven look at how Starlink is lining up little-used high-frequency bands for dish broadband while angling for scarce low-band spectrum to beam straight to smartphones.
Mars vs Earth: Comparing the Near-Surface Resource Mix
May 14, 2025
We compare the resource makeup of each planet's surface and what it means for future extraction
Starlink V2 Mini Optimized: Lighter Satellites, More Bandwidth per Launch
April 18, 2025
The Starlink V2 Mini Optimized marks a quiet breakthrough in SpaceX’s satellite design. It delivers the same high throughput as its predecessor with 22% less mass, enabling more satellites per launch and boosting bandwidth-per-dollar efficiency ...
Portal Space Investment Report
March 01, 2025
The Portal Space Investment Guide presents a deep-dive into Portal’s breakthrough solar-thermal propulsion platform, detailing its unmatched thrust-efficiency tradeoff, dual-use defense-commercial potential, and roadmap to becoming the standard fo...
Stoke Space Investment Guide
February 01, 2025
The Stoke Space Investment Guide explores the company’s push to develop the world’s first fully and rapidly reusable two-stage rocket, highlighting its transformative vision for low-cost, high-frequency launch, integrated downmass capability, and ...
Starshield Update - Dec '24
January 21, 2025
SpaceX’s silent profit giant is building momentum. An update on Starshield progress, based on the limited publicly available information.
Orbit Saturation Analysis
January 20, 2025
We analyse the risks of space debris and Kessler Syndrome in low Earth orbit (LEO), highlighting the need for advanced collision avoidance, debris mitigation strategies, and volumetric modeling to estimate the maximum sustainable satellite capacity.
Q4'24 SpaceX Quarterly Report
January 01, 2025
The Q4'24 Mach33 SpaceX Intelligence Report provides a sharp update on SpaceX’s $448B valuation, driven by higher Starlink capacity forecasts, refined efficiency assumptions, Starshield’s revenue surge, and a forward-looking analysis on Mars econo...