Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allOrbit Saturation: Still Centuries Away
October 29, 2025
Executive Summary• Orbit saturation remains a distant concern. Even in the most aggressive “bull” satellite proliferation scenario, total orbital objects by 2100 remain below 50% of the Lifson sustainability limit (2.9 million), while the base and...
SpaceX Intelligence Q3'25 Report
October 15, 2025
Mach33’s Q3 SpaceX Quarterly Report delivers the most comprehensive, data-driven valuation of SpaceX available outside the company. Built on our proprietary model, this quarter integrates updated Monte Carlo simulations with new Direct-to-Cell rev...
Stoke Investment Guide — October 2025 Update is live
October 09, 2025
Stoke Space closes a $510M Series D, bringing total funding to $990M as it scales manufacturing of the fully reusable Nova launch vehicle. Our updated October 2025 Investment Guide breaks down the round, progress at LC-14, and why Stoke remains on...
AST SpaceMobile’s 2026 Path: All Eyes on New Glenn
September 24, 2025
AST SpaceMobile is racing to deploy a constellation big enough to power direct-to-cell service across the U.S., Europe, Japan, and the U.K. in 2026, and we map the possible trajectories of its Block-2 launch campaign.
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...