Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allStarlink Full-Stack Connectivity: $17B DTC Spectrum Bid Could Bypass Carriers
September 10, 2025
SpaceX’s $17B purchase of AWS-4/H-block spectrum and the rollout of V3 Starship-class satellites turn Starlink DTC into a very strong rural/suburban solution, and, paired with terrestrial Starlink hardware in cities, position Starlink as a full-st...
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.
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 ...