This article is hilarious with a whole bunch of launch companies in SERIOUS denial.https://t.co/vFrwFOhCAc
— Artificial Gravity Space Stations (@space_stations) September 20, 2026
I used to think maybe I should go to or pay attention to these industry conferences & panels. This is literally anti-signal. You’re dumber if you listen to them than if you don’t. They are afraid to even MENTION SpaceX, which absolutely dominates their industry! https://t.co/elzxdXSlIW
Loosely translated: “Now that SpaceX has gone off to found a solar system wide civilization we can chop our prices just a bit and people still will prefer our horses and buggies.” https://t.co/zG1TKmtOlS
After the Starship $300/kg price floor nonsense made the rounds, the ones who shared the studies started saying there isn't a better model out there to look at. I'd be willing to bet whatever @mach33 has put out is way better, but I've always run my own numbers on this stuff…
I don’t understand, though, how you get two flights per pad per day into SSO, at least not if you want the SSO on the terminator, which is where everyone claims to want to be, for continuous sunlight.
“…the US AI companies remind me a lot of 1970s era Detroit with the Chinese companies today playing the role of Toyota, Honda and so on. At least Detroit had mostly depreciated the majority of its factories and the like and wasn’t in the middle of building massive new ones.”
Not clear to me what this implies for the viability of space data centers.
I agree that Elon wants to see more competition in the industry, and it’s time for the other companies to step up. A prevailing theme of Smallsat this week was the seeming dearth of launch opportunities. If I get my new venture off the ground, it will be a personal concern to me as well.
