Analysis & Insights

Curated data and analysis on the trends shaping the space economy.

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...

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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?

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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.

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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...

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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.

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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

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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 ...

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. 

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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...