Jack Kuhr
When Space Businesses Should Accelerate Cash Burn, When to Improve
Space businesses continue their burn streak.
Revenge of the Bad Businesses: Refining the Space Hardware Investing Thesis During This Year’s Software Rout
The investor playbook has flipped: In the era of AI, Asset-light, high-margin good businesses (software) start to look bad, while greasy, capital-intensive, bad businesses (hardware) now look good. That’s just as true in space as anywhere else.
Brenden Swanik, Voyager Technologies
Brenden Swanik is building Voyager by day, and telling the industry’s story by night.
Savannah Horton, Guidehouse
Savannah Horton has carved out a career at the intersection of aerospace and policy, turning complex science, engineering, and regulation into opportunities for industry growth and community access.
Oné Mikulskytė, Delta Biosciences
From testing astronaut medicines on the ISS to studying exoplanets, the Lithuanian-born researcher is turning once-abstract space dreams into practical steps for exploring beyond LEO.
Starship’s Ninth Test Flight Ends in Vehicle Loss
For the third flight in a row, SpaceX’s Starship upper stage exploded yesterday after losing control during its ninth test flight.
Isaacman Charts a Parallel Course to the Moon and Mars
Jared Isaacman outlined a new path for human space exploration at his Senate confirmation hearing Wednesday.
Charts Defining the Space Industry in Q1 ‘25
Despite turbulence in public markets, Q1 private space dealmaking was strong—particularly for the launch sector.
Q1 2025 Global Orbital Launch Attempts by Country
The US further tightened its hold on global launch in Q1
New Small Launchers are in Decline
Outside of the established companies, investment in small US launchers has slowed to a crawl, forcing dozens of companies to go dormant, or pivot to defense.
US Space Companies Make a Run at Europe
After years of investor malaise and memes about the region’s lack of innovation, investing in the EU is suddenly back in vogue.
SDA’s Tranche 0 Satellites Criticized, Tranche 1 Delayed
The Space Development Agency (SDA) announced last week it is pushing the launch of its Tranche 1 satellites until late summer due to system readiness and supply chain issues.
