Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allInside Musk’s Plan for 100 GW of Compute in Orbit
November 05, 2025
Executive SummaryMusk’s O’Neillian Turn Elon Musk’s pivot toward orbital-scale computing signals a major shift in focus from communication networks and Mars to large-scale data infrastructure in Earth orbit. By pursuing high-Earth-orbit compute pl...
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...
EchoStar’s Liquidity Lift-Off: $21B Net Cash and a Multi-Year SpaceX Upside
October 08, 2025
Executive Summary• EchoStar converts spectrum into liquidity. Two signed deals move 50 MHz to ATT and 50 MHz to SpaceX, unlocking $31.2 B in proceeds, $11.4 B in debt paydown, $24.1 B projected cash, and an $8.5 B SpaceX equity stake, plus ~$2 B i...
3× Cheaper by 2030? Starlink’s Deflationary Path
September 17, 2025
Starlink’s first service discounts mark a turning point, signaling that broader price deflation is coming as new satellite capacity is due to flood the network.
Starlink 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...
From Martian Rust to Steel: 10 Starships = An Empire State’s Worth of Steel Every Year
September 03, 2025
Australian researchers recently proved Martian “rust” can be smelted into iron. Our model shows that with 5-10 Starships of energy hardware, solar yields enough steel for one city block of Mars base per year, while fission yields enough for four.
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...
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.