Newsletter

ISSUE 54 AUG 19, 2026 SpaceX's $60B Cursor Close, Nvidia's $17.2B Stake, and When Starship Prices Unlock Markets ISSUE 53 AUG 12, 2026 Our AI Compute Keystone Model Lands Tomorrow, SpaceX and Tesla commit $16.8 Billion, and Neutron's First Planned Flight ISSUE 52 AUG 5, 2026 SpaceX's First Public Quarter, a 130,000-Acre Louisiana Play, and Nvidia Joins Starmind AI1 ISSUE 51 JUL 29, 2026 Amazon Takes Aim at Starlink With 5,105 Satellites, Starship Flight 13 Delivers, and Introducing the Brief ISSUE 50 JUL 22, 2026 Starship's Second Shot at Flight 13, $17B Space Force Launch Ceiling, and Starlink Lands in the Cybercab ISSUE 49 JUL 15, 2026 Starlink V3 Goes Live on Flight 13, a $1.75B Golden Dome Award, and China Catches a Booster ISSUE 48 JUL 8, 2026 SpaceXAI to Ship Grok 4.5, 100k Starlink Filing, What the C-Rewrite's Actually Buys ISSUE 47 JUL 1, 2026 Rocket Lab–Iridium $8B Deal, SpaceX Bond Selloff Tops $300M, and Our SpaceX-to-2030 AI Revenue Cut ISSUE 46 JUN 24, 2026 $100 Billion in cash, $25 Billion debut bond, and the first Starfall demo ISSUE 45 JUN 17, 2026 SpaceX Tops $2.5T, Buys Cursor for $60B, and Orbital Data Centers That Undercut Earth ISSUE 44 JUN 10, 2026 SpaceX IPO Week - Mach33 GigaModel V1, $1.77T Listing, and the Google-SpaceX ODC Deal ISSUE 43 JUN 3, 2026 SpaceX Prices a $75bn IPO, FAA Clears Starfall, and Blue Origin Loses Its Only Pad ISSUE 42 MAY 27, 2026 Starship Flight 12, ASML's CEO confirms Terafab talks, Blue Origin commits $600M, and NASA Reshuffles Directives ISSUE 41 MAY 20, 2026 Goldman Leads SpaceX's $75B IPO, NVIDIA's Vera Lands at Colossus, and AI Stack Margin Findings ISSUE 40 MAY 13, 2026 Anthropic-Colossus Deal, Google Eyes Orbital Compute via SpaceX, and AI Revenue Stack Math ISSUE 39 MAY 6, 2026 SpaceX's $15B Starship Bill, FCC Rewrites EPFD, and How FCC Vote Impacts V3 Starlink TAM ISSUE 38 APR 29, 2026 FCC's 7x Capacity Vote, BE-3U Anomaly Confirmed, and our Orbital Datacenter Report Release ISSUE 37 APR 22, 2026 SpaceX Options $60B Cursor Buy, China's $8.4B Orbital Compute Push, and Amazon Acquisition of Globalstar Implications ISSUE 36 APR 15, 2026 Amazon Buys Globalstar for $11.6B, 20k Starlink V3 Satellites Per Year, and our Orbital Compute Revenue Model ISSUE 35 APR 8, 2026 SpaceX's S-1 Is Coming, Artemis 2 Flies, and more ISSUE 34 APR 1, 2026 Crewed Moon Mission, Falcon 9 Hits 34 Flights, and When Starship Becomes Economically Viable for Orbital Compute ISSUE 33 MAR 25, 2026 SpaceX IPO Filing Imminent, Blue Origin's 50k-Satellite Compute Play, and When Orbital Compute Hits Cost Parity ISSUE 32 MAR 19, 2026 NVIDIA's Orbital Compute Play, Golden Dome's $185B Budget, and Starlink's Bundling Potential ISSUE 31 MAR 11, 2026 Vast & Sierra Space Big Raises, FCC Spectrum Unlock for "Weird Space Stuff", and Orbital Compute Supply Chain Breakdown ISSUE 30 MAR 4, 2026 New Solar Arrays for Orbital Data Centers, Starlink Mobile's 5G Push, Artemis Timeline Reset ISSUE 29 FEB 25, 2026 Golden Dome $24B+ for space, Starlink 13M+ DTC + Microsoft rural deal, SpaceX's thermal unlock to 100 kW/ton compute ISSUE 28 FEB 18, 2026 Saudi $3B to SpaceX, China Orbital AI, and The Solar Unlock for 100 kW/ton ISSUE 27 FEB 11, 2026 Stoke $350M, Eutelsat €1B, Apollo/xAI $3.4B chips, and dissecting the xAI-SpaceX merger ISSUE 26 FEB 4, 2026 Starlink Sells Out, Orbital AI Emerges; Plus Our Q4’25 SpaceX Valuation & Webinar ISSUE 25 JAN 28, 2026 Weekly Space Intelligence: Blue Origin’s TeraWave, Apple/Starlink Rumours, and the Starlink Connectivity Stack ISSUE 24 JAN 21, 2026 Weekly Space Intelligence: Space Investment Momentum, Defense Alignment & Chips for Orbital Compute ISSUE 23 JAN 14, 2026 Weekly Space Intelligence: SpaceX Defense Momentum, Starlink In Iran, The Orbital Compute Landscape ISSUE 22 JAN 7, 2026 Weekly Space Intelligence: Starlink’s 2025 Surge & 10,000 Starships ISSUE 21 DEC 31, 2025 Weekly Space Intelligence: Preparing for the Space Industry’s 2026 Inflection ISSUE 20 DEC 17, 2025 Weekly Space Intelligence: Starlink DTC Africa, Amazon LEO Launch, SpaceX IPO Confirmed; and Debunking the SDC Cooling Constraint ISSUE 19 DEC 10, 2025 Weekly Space Intelligence: SpaceX $800B Valuation with $1.5T IPO Talk, and Where Space Data Centers Will Live ISSUE 18 DEC 3, 2025 Weekly Space Intelligence: M33 Expected SpaceX Tender Valuation, China's Failed Booster Landing, 3rd Starship Launch Site Approved ISSUE 17 NOV 26, 2025 Weekly Space Intelligence: Blue Origin Upsizes New Glenn, Musk Targets 300+ GW, M33 models Orbital $/W ISSUE 16 NOV 19, 2025 Weekly Space Intelligence: Mach33 DTC Model goes Live, New Glenn reusability breakthrough, Taiwan to manufacture satellites ISSUE 15 NOV 12, 2025 Weekly Space Intelligence: Blue Origin’s NG-2 delays, Rocket Lab’s Record Quarter, and a Space Data-Center Race ISSUE 14 NOV 5, 2025 Weekly Space Intelligence: 100 GW in Orbit, Musk Eyes Moon, Starlink × O2, Intuitive Machines Buys Lanteris ISSUE 13 OCT 29, 2025 Weekly Space Intelligence: FCC Fast-Track, Samsung DTC Chip, China’s ZQ-3, and Why LEO Isn't Full Yet ISSUE 12 OCT 22, 2025 Weekly Space Intelligence: Lynk-Omnispace merge, Artemis III bid reopens, Incoming DTC Chips ISSUE 11 OCT 15, 2025 Weekly Space Intelligence: Starship Nails IFT 11 & Stoke’s $510M Raise. Plus Mach33’s Q3 SpaceX Valuation ISSUE 10 OCT 8, 2025 Weekly Space Intelligence: FCC “Space Month,” Iceye’s $2.5B Round, and EchoStar’s $21B Reset ISSUE 9 OCT 1, 2025 Weekly Space Intelligence: T-Mobile Turns on DTC Data, Blue Origin Eyes Lunar Resources, Artemis II Advances ISSUE 8 SEP 24, 2025 Starship’s Next Flight, a 15,000-Satellite Surprise, and ASTS’s Path through 2026 ISSUE 7 SEP 17, 2025 Weekly Space Intelligence: Kuiper rollout, $750M Rocket Lab offering, Starlink’s deflationary path ISSUE 6 SEP 10, 2025 Weekly Space Intelligence: SpaceX’s $17B spectrum bet, Starlink’s full-stack connectivity potential ISSUE 5 SEP 3, 2025 Weekly Space Intelligence: Starship V4 roadmap, building Mars cities from rust ISSUE 4 AUG 27, 2025 Weekly Space Intelligence: Flight 10 comeback, Starship's cost revolution ISSUE 3 AUG 20, 2025 Weekly Space Intelligence ISSUE 2 AUG 12, 2025 Weekly Space Intelligence ISSUE 1 AUG 5, 2025 Weekly Space Intelligence