SpaceX's $80B War Chest Enables Rapid Revenue Surge
If SpaceX is valued at $1.5T on $20b revenue run rate, which increases to $32b with the Anthropic data center leases, then its valued at 46x revenues Cursors is doing $3b in revenue and with its $60b acquisition of 20x revenues, so its nicely accretive Elon compounds his wealth at 41% per year So to grow revenue from $35b by 410% by next year (~$14b new revenue), he just needs one more Anthropic sized deal to clear that hurdle SpaceX has $15b in cash on hand right now and the IPO would raise up to $65b With an $80b war chest, growing revenue $14b is a breeze. You could do one more Anthropic sized deal, maybe even with Anthropic. I suspect most of that $80b is going to continue to go to data center capacity. If he unlocks structural cost advantage with space data centers, all bets are off (in a good way).
NASA Opens Cubesat Slots on Artemis, Deadline June 1
Organizations interested in launching cubesats on any of the next three Artemis missions have until Monday, June 1, to reply to this RFI: https://t.co/q4Npxb5b9r NASA press release: https://t.co/VnqdXPK62d
Orb Nomad: Zero‑Emission eVTOL Redefines Air Mobility
Orb Nomad: The Zero-Emission eVTOL Aircraft Redefining Air Mobility by @spaceandtech_ #Aviation #Technology #Innovation #EmergingTech #TechForGood https://t.co/5RCg479olQ
Connectivity Drives 70% of SpaceX Revenue, Starlink Leads
Starlink brought 70% of SpaceX revenue proving that connectivity is the real business . $SPCX Q1 Performance • Revenue: $4.69B • Connectivity: $3.3B • AI: $818M • Space: $619M I remain bullish on $ASTS & space-based connectivity
UPS 2976: No Time to Abort, Crash Inevitable
Hard to watch this reconstruction of UPS 2976. pilots had zero time to even process it. Even if they’d slammed the nose down instantly to abort, at that speed, with this heavy MD-11 and almost no runway left, there’s no...
CRS Reports 42 U.S. Aircraft Lost in Iran Conflict
At least 42 United States military aircraft, including fighter jets and drones, have been lost or damaged during the war in Iran, according to an official report. The losses may increase due to multiple factors, including classification, ongoing combat activity,...
NASA to Reveal Moon Base Plans on May 26
NASA will have a news conference next Tuesday, May 26, with an update on Moon Base plans. 2:00 pm ET at NASA HQ and online. Watch on NASA+ and Youtube. Isaacman, Glaze, Garcia-Galan. https://t.co/IZ0uMHqdUn
U.S. Seeks New Special‑Ops Transport to Replace Aging C‑146
Hunt For C-146 Wolfhound Special Ops Transport Plane Replacement Underway On any given day, C-146s are criss-crossing the globe to far-flung locales, but they are increasingly difficult to sustain. https://t.co/mrNoDOss99
OnlyFans Co‑Founder Abandons Luxury A380 Venture
OnlyFans Co-Founder Walks Away From Luxury A380 Startup — Global Airlines Has Just One Parked Plane - View from the Wing https://t.co/S6UcXC9oKL
UPS Ignored Boeing Crack Alerts Before Louisville Crash
The NTSB said UPS decided not to take action after 2008 and 2011 service letters from Boeing flagged cracking in a key structural component in the type of plane that crashed in Louisville, Kentucky https://t.co/mi8cQQe4sy
Merops Interceptor Engages Shahed Attack Drones on Video
First public video I believe of Perennial Autonomy’s Merops interceptor targeting Shahed / Geran one-way attack drones. https://t.co/HnqJXMJoIn https://t.co/zgBTo9HzkT
FAA Responds to NTSB Recommendations on 2025 Collision
.@FAA_Bryan sent letters to @NTSB last week detailing the agency's formal response to the board's recommendations after the 2025 mid-air collision
Space Success Demands Product Diversification, Not Timing
“Every single successful space company is diversified in its products,” said Max Haot, chief executive of Vast Space, in an interview. “So for us it really was a question of when, not if.” https://t.co/TvXMyz5PN5
Varda's W-6 Lands Safely; W-4 Status Unclear
Varda's W-6 landed safely in Australia. As far as I know, still no word from @VardaSpace on the fate of W-4
First Symphony Engine Blisk Arrives, but Has Defect
The compressors "blisks" (single piece discs with blades) for the first Symphony engine have started arriving. This is the Stage 5 HPC blisk—although probably this particular one won't make it into an engine as there was a small manufacturing defect. https://t.co/NrmuEh8Hqi