Apr 09, 2026

Firefly Aerospace (Nasdaq: FLY) announced a collaboration with NVIDIA on April 8, 2026 to embed an NVIDIA Jetson module on its Elytra orbital spacecraft for AI powered data processing in lunar orbi...

Mar 25, 2026

At NASA's "Ignition" event, Administrator Jared Isaacman laid out a$20 billion, seven-year plan to build a permanent lunar base near the Moon's south pole. The Lunar Gateway is paused in its curren...
Analysis
Members
We covered SpaceX's strategic pivot toward the Moon, why lunar economics offer a faster path to off-world infrastructure than Mars, how Starship capacity reshapes the cislunar cost curve, and where compute manufacturing and resource extraction fit into SpaceX's longer-dated flywheel. The session also touched on key enabling technologies and our investment thesis around cislunar mobility.

Feb 08, 2026

Elon Musk has announced a strategic pivot, prioritizing the development of alunar city over immediate Mars colonization efforts. Citing resource availability and shorter timelines, Musk estimates a...

Jan 17, 2026

NASA transported its Space Launch System (SLS) rocket stacked with the Orion spacecraft to Launch Complex 39B at Kennedy Space Center, beginning final launch preparations for the Artemis II crewed ...

Dec 21, 2025

NASA and Artemis II crew members conducted integrated launch countdown dress rehearsals on Dec 21, 2025 at the Kennedy Space Center, advancing preparations for the first crewed lunar flyby schedule...

Nov 16, 2025

An internal document obtained by analysts and reported by Politico Pro space newsletter outlines updated milestones for SpaceX’s Starship HLS lunar-lander program: a propellant-transfer demonstrati...

Nov 11, 2025

NASA’s Jet Propulsion Laboratory confirmed that the 70-meter DSS-14 antenna at the Goldstone Deep Space Network site has been offline since Sept 16 after an over-rotation incident damaged its cabli...

Nov 03, 2025

Elon Musk said SpaceX will “lean in big on the Moon,” signaling a notable shift in tone from his long-held Mars-first narrative. While Musk has historically portrayed lunar activity as secondary an...
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