Jan 04, 2026

Elon Musk said on X that SpaceX could manufacture as many as 10,000 Starships per year, responding to commentary on the scale of its new Gigabay infrastructure at Starbase. The statement materially...
Analysis
Public
We analyze what happens if Starship manufacturing truly industrializes, using Wright’s Law to model cost decline, translating $/kg into human-scale economics, and showing how Starship shifts from an exotic rocket into foundational logistics infrastructure.
Starship $/kg at Industrial Scale

Dec 01, 2025

SpaceX announced on December 3 that it has received formal authorization to redevelop Space Launch Complex 37 (SLC-37) at Cape Canaveral Space Force Station into a fully operational Starship launch...
Analysis
Public
We forecast a ~$500B SpaceX tender based on normalized historical bumps and long-term exponential trends. We also assess how this re-rating flows through to EchoStar via its meaningful SpaceX stake
SpaceX Share Price Trend

Oct 21, 2025

NASA Acting Administrator Sean Duffy announced that the agency will re-open bidding for the Artemis III lunar-lander contract, which is currently held by SpaceX, citing schedule delays in the compa...

Oct 13, 2025

SpaceX completed the 11th Starship test and final flight of its Block 2 Starship, marking a major milestone before transitioning to the upgraded, operational design. The launch from Starbase achiev...