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The Rising Tide: How a SpaceX IPO Could Uplevel the New Space Sector

The Rising Tide: How a SpaceX IPO Could Uplevel the New Space Sector

A potential SpaceX IPO could do more than enrich current shareholders; it may act as a liquidity event for the entire New Space sector. By unlocking capital for reinvestment and providing a valuation benchmark, a public SpaceX could help validate and fund the broader industry ecosystem.

The Real First Step for Space Data Centers: Orbital Edge Compute

The Real First Step for Space Data Centers: Orbital Edge Compute

Space-based data centers are starting now, but not as massive server farms. The first step is orbital edge computing—using GPUs in space (like StarCloud) to process satellite data instantly in orbit, eliminating the costly downlink bottleneck.

The Infinite Pie: Why the New Space Economy Isn't Zero-Sum

The Infinite Pie: Why the New Space Economy Isn't Zero-Sum

The commercial space industry is not a zero-sum game. A multi-trillion dollar future depends on having multiple successful companies building different layers of infrastructure, rather than a single monopoly fighting for a fixed market share.

The Cost-Per-Kg Trap

The Cost-Per-Kg Trap

Evaluating space launch solely on cost-per-kg misses the point. This post explains how Rocket Lab thrives by selling premium precision and speed rather than competing on bulk commodity pricing.