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This Week at Mach33

Elon pegged SpaceX at roughly $3.5 trillion in annual revenue by 2033. He also disclosed that SpaceX and Tesla are developing 100 GW a year of solar production capacity each. SpaceX subsidiary Starlink Spectrum Holdings asked the FCC on August 27 for three more AWS-3 licenses from Tristar, feeding Starlink Mobile's direct-to-cell build.

As usual, we are live on X this week at 11 AM EST. Follow us on X here.

Dive into our latest analysis, Sputnik to SpaceX: 70 Years of Launch, a breakdown of every orbital launch attempt since 1957. The open launch market hit a record 347 t in 2025 and shrank to 12.9% of everything launched, from 59% a decade ago. SpaceX carried 83.3% of the mass, 93% ex-China, a concentration matched once in seventy years, by the Soviet state in 1980. The full analysis and the comprehensive dataset behind it are exclusive to Mach33 Premium Research members; the introduction and executive summary are free to read.

Our Keystone Launch Model, a quantitative view of the launch market through 2040 covering price, volume and revenue, lands next week. We are taking a little more time to sharpen it, and it will be worth the wait.

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We’ll be discussing: Sputnik to SpaceX: 70 years of Launch, this weeks news and answering your questions live.
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New Analysis
Sputnik to SpaceX: 70 years of Launch
Read the introduction and executive summary free. Premium members unlock the full analysis.
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Recent Posts
Sputnik to SpaceX: 70 years of Launch
Sep 2, 2026 SpaceXLaunchStarlink

The launch market customers actually pay for had its best year on record in 2025 at 347 tonnes, and shrank to 12.9% of everything that reached orbit, down from 59% a decade earlier. SpaceX's own Starlink cargo now outweighs the entire external market by nearly six to one, a concentration with one precedent in seventy years.

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Global Launch & Satellite Manifest 1957-2026
Model Premium
Global Launch & Satellite Manifest 1957-2026
Every orbital launch attempt from Sputnik through July 2026 in one workbook: 7,117 launches and 27,537 payloads, rebuilt from GCAT and reconciled l...
Unlock the complete dataset
Read the full analysis
Brief: Why SpaceX Must Make Its Own Propellant
Sep 1, 2026 SpaceXStarshipLaunch

Interactive brief on why SpaceX has to make Starship propellant on site instead of buying and trucking it in.

One flight needs ~5,250 tonnes of LOX and methane (~389 tanker loads). Merchant supply runs about $1.7–2.7M per flight; on-site production cuts that to ~$203k. The binding constraint isn’t cost—it’s trucks: at a few hundred flights a year, road delivery stops being workable. The brief walks through power price, supply limits, plant payback (~38 flights/year for a 3-year return), and how Louisiana’s announced campus fits that buildout.

BRIEF
Read the full brief
Industry News
Elon Says SpaceX And Tesla Each Targeting 100GW/Year Solar Production Capacity
Aug 29, 2026
Elon Says SpaceX And Tesla Each Targeting 100GW/Year Solar Production Capacity
SpaceXTesla

Elon Musk said SpaceX and Tesla are each building 100GW/year of solar production capacity, with natural gas turbines needed to supplement and bootstrap solar output for several years while turbine blade casting capacity remains the binding constraint.

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SpaceX Seeks FCC Approval To Acquire Three More AWS-3 Licenses From Tristar
Aug 27, 2026
SpaceX Seeks FCC Approval To Acquire Three More AWS-3 Licenses From Tristar
SpaceXSpectrumfcc

SpaceX subsidiary Starlink Spectrum Holdings is seeking FCC approval to buy three additional AWS-3 spectrum licenses from Tristar, expanding Starlink Mobile's direct-to-device spectrum footprint across 62 counties in eight states.

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Elon Pegs SpaceX Revenue Near $3.5 Trillion by 2033
Aug 27, 2026
Elon Pegs SpaceX Revenue Near $3.5 Trillion by 2033
SpaceX

Elon Musk stated his best guess for SpaceX reaching roughly $3.5 trillion in annual revenue is around 2033.

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