Pro
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.
The post The Promise Of A World of Low Launch Prices Is Still Far Off appeared first on Payload Pro.
Inside Starcloud and SpaceX’s Orbital Data Centers FCC Filings
After only a two months of 2026, this year is already shaping up to be the year of space data centers. In January, SpaceX filed with the FCC for up to 1M satellites (wild). A few days later, Starcloud followed with plans for 88,000 satellites of its own.
The post Inside Starcloud and SpaceX’s Orbital Data Centers FCC Filings appeared first on Payload Pro.
Blue Origin’s TeraWave Angle, Economics, and the Starlink / Amazon Leo Comparison
TeraWave deep dive.
The post Blue Origin’s TeraWave Angle, Economics, and the Starlink / Amazon Leo Comparison appeared first on Payload Pro.
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.
