Astronomy
A fully qualified flagship awaiting launch. What Roman has demonstrated, what remains modeled, and why out-year funding is the dominant risk.
Finance
Kratos grew revenue 18.5% to $1.35B in FY2025 yet posted a 1.9% operating margin and negative free cash flow. A skeptical look at the growth thesis.
Space
A strategic technical assessment of Rocket Lab’s Neutron rocket, covering Archimedes, reusability, launch timing, competitors, and risks.
Sustainability
Detection and prevention lead wildfire tech investment, from FireSat to Pano AI. Suppression autonomy still lags. A 2026 investor's guide.
Space
China recovered a Long March booster at sea, trailing only SpaceX and Blue Origin. Economical reuse is the gap that remains.
Space
A free open-source web-game about galactic expansion, intended for sci-fi fans, futurists and strategy gamers.
Space
China has filed for nearly 200,000 satellites. Two megaconstellations, zero proven reusable rockets, and a market that isn't quite commercial.
Space
A briefing on SpaceX Starfall, the disk-shaped reentry capsule now competing with Varda to return cargo from orbit.
Space
Merck grew Keytruda crystals on the ISS for a decade. Uniform 39μm microgravity particles helped inform a 2025 FDA-approved injectable Keytruda.
Lunar
With lunar cargo near $100,000/kg, every gram of regolith-made iron or silicon counts. Here's what the cathode produces, and in what order.
Finance
Our sum-of-the-parts finds $700B–$1.1T of reasonable value in SPCX. The remaining trillion rests on Starship, orbital compute, and Grok.
Space
A 2026 strategic assessment of Blue Origin's New Glenn rocket, the BE-4 engine, the 7×2 and 9×4 configurations, and the Blue Ring orbital platform.