Starlink, Kuiper, and the global connectivity race
Low Earth orbit broadband constellations are reshaping global internet access and the telecommunications industry. Starlink already serves millions of subscribers globally, while Amazon's Project Kuiper and OneWeb are racing to close the digital divide. The stakes extend beyond connectivity — to national security, rural development, and the future of terrestrial telecom.
18 articles
Space Industry
Skyroot's Vikram-1 reached orbit on July 18, 2026, making India the third nation with a home-grown private orbital rocket. Inside Mission Aagaman.
Space Industry
How Chennai startup Agnikul Cosmos flew the world's first single-piece 3D-printed rocket engine — and its plan to print rockets on demand and reach orbit.
Space Industry
China's answer to Starlink: two vast LEO constellations, Guowang and Qianfan. Inside the deployment, the Long March launch bottleneck, and the orbital stakes.
Space Industry
Skyroot's Vikram-1 vs Agnikul's Agnibaan: how India's two leading private launch startups compare on technology, funding, and timelines against Rocket Lab.
Space Industry
Inside Pixxel, the Bengaluru startup flying the world's highest-resolution hyperspectral constellation — Firefly, NASA, Rio Tinto and a whole new market.
Space Industry
How two ex-ISRO engineers built Skyroot into India's first private rocket firm and first space unicorn — Vikram-1, Dhawan engines, and Mission Aagaman.
Space Industry
Boeing's Starliner flew two astronauts to the ISS in 2024 but came home empty. What went wrong with its thrusters, how the crew got back, and what comes next.
Space Industry
Rocket Lab is buying Iridium for $8 billion, betting that owning launch, satellites and spectrum makes it the only Western rival to SpaceX's vertical model.
SpaceX
SpaceX's $75 billion Nasdaq debut is the largest IPO in history. Inside the record SPCX listing, the analyst valuation war, and what Elon Musk plans next.
Space Exploration
On May 28, 2026, a New Glenn static fire anomaly levelled Launch Complex 36. Here's what it means for Blue Moon, Artemis 3, and NASA's 2028 moon landing.
analysis
The institutional thesis on SpaceX at $1.75–2.0 trillion. We build the full sum-of-the-parts across Launch Services, Starlink, Starshield, and Dragon, weigh the bull case against the bear case with explicit probability weights, and route to four supporting deep dives — Valuation & Secondary Markets, Starship Economics, Government Contract Risk, and Starlink Unit Economics.
analysis
SpaceX trades at ~$1.51T on Forge Global and $1.86T-implied on Hiive as of May 12-13, 2026. Project Apex — the codename for the confidentially filed IPO — targets $1.75-2T. We build the SOTP, walk the comparable multiples, and explain why a $350B Sacra mark and an $800B December tender now coexist with bank desks pitching $2T.
analysis
Starlink's 60-70% EBITDA margin is either the most defensible moat in telecom or the most temporary. This is the model behind the number: per-satellite CapEx by generation, ARPU segmented across five customer tiers, $/Mbps math versus fiber and GEO, churn dynamics, Direct-to-Cell take-rate sensitivity, and regional capacity vs demand. The unit economics either survive Amazon Leo and OneWeb pressure or they don't.
Space Industry
A 2026 guide to the publicly traded space economy — 18 US tickers plus international plays — sorted into pure-plays, defense primes, and emerging IPOs. Includes market caps, revenue, catalysts, and a portfolio-construction framework.
Moon
Why a Seattle startup just won a NASA contract to extract helium-3 from lunar regolith — and whether the fusion-fuel argument actually holds up to scrutiny.
Space Industry
AST SpaceMobile (NASDAQ: ASTS) trades at a $21B market cap on $71M of FY25 revenue. Inside the BlueBird 7 loss, the $3.9B war chest, the 50+ MNO partnerships, and what investors should watch through the 2026 service launch.
Space Policy
On April 24, 2026, the Space Force named 12 companies to build prototypes for Golden Dome's space-based interceptors. A deep dive on each contractor, what they're building, and who's positioned to survive the inevitable descope.
Space Policy
On April 15, 2026, the Space Force published a 15-year blueprint calling for 30,246 government satellites and a doubling of Guardians by 2040. Inside the Objective Force 2040 documents and what they signal.