Analysis & Insights

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

Access All Analysis Check out past issues of the SpaceX Monthly

Filter by Tags

Clear all
SpaceX (42) Starlink (24) Orbital Data Centers (13) Launch (9) DTC (9) Valuation (8) Broadband (6) Mars (6) Deep Dive (5) AST Spacemobile (4) Blue Origin (3) Model (2) Stoke Space (2) Starship (2) Globalstar (2) EchoStar (2) Terafab (1) Regulatory (1) Rocket Lab (1) Cislunar (1) NASA (1) In-Orbit Servicing (1) Space Situational Awareness (1) In Space Manufacturing (1) ULA (1) Supply Chain (1) T-Mobile (1)
New
Premium
How Soon Does Starship Get Cheap Enough for Orbital Compute?

April 01, 2026

Analysis Launch Orbital Data Centers SpaceX Starship

Last week we published a bottom-up cost comparison of orbital versus terrestrial compute infrastructure. The model showed that a 1 GW orbital compute constellation could be deployed for $46B/GW under base case assumptions, falling to $24B/GW over ...

View
Public
A World With 10,000 Starships

January 07, 2026

Analysis Launch SpaceX Starship

Executive Summary• Elon Musk’s claim of manufacturing up to ~10,000 Starships per year is not about cadence, it is about cost regime. Whether or not this scale is achieved, the number signals how SpaceX is thinking about the terminal economics of ...

View