Max Puhalevich
Orbital vs. Terrestrial Data Center Cost Analysis
In this piece, we open our models to compare the build costs of an orbital data center and a terrestrial data center (inclusive of the delay-driven terrestrial opportunity cost).
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Economics of Orbital Data Centers Report: Part 1
Today, we’re kicking off the first analysis article in a four-part report unpacking the economics of orbital data centers.
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Charts Defining the Space Industry in Q1 2026
Revenge of EO
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Directed Energy: An Alternative to Space-Based Interceptors
This week, we will cover another alternative to traditional SBIs: Directed energy.
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High Fire Volume Systems: An Alternative to Space-Based Interceptors
The Pentagon’s needs for Golden Dome are, in many ways, at odds with the engineering, procurement, and scaling realities of traditional space-based interceptors. That has opened the door to two alternative space-based approaches: A deep magazine approach and directed energy.
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The Investment Theses Behind Vast and Sierra’s $500M+ Mega Rounds
One day, two $500M+ raises.
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The Promise Of A World of Low Launch Prices Is Still Far Off
Falcon 9’s rideshare pricing has increased 40% over the last five years.
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Blue Origin’s TeraWave Angle, Economics, and the Starlink / Amazon Leo Comparison
TeraWave deep dive.
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