Analysis & Insights
Curated data and analysis on the trends shaping the space economy.
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Clear allStarship 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.
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...
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.
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.
Starlink V2 Mini Optimized: Lighter Satellites, More Bandwidth per Launch
April 18, 2025
TheStarlink V2 Mini Optimizedmarks 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 ahea...
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.
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...
Q3'24 SpaceX Quarterly Report
October 01, 2024
This is a sample of our inaugural quarterly report. The Q3'24 Mach33 SpaceX Intelligence Report analyzes SpaceX's growth, focusing on Starlink-driven valuation, key market sensitivities, orbit saturation risks, and IPO potential.