Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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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.
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 ...