Reading up on space
51 deep · digging since dec 03, 25
- SpaceX just launched the 1st-ever nuclear-powered commercial satellite
SpaceX launched the first commercial nuclear-powered satellite, BOHR, a City Labs cubesat that uses tritium decay to generate electricity.
- The economics of SpaceX
SpaceX's $2 trillion valuation is a speculative bubble driven by hype, not Starlink's connectivity economics or competitive prospects.
- Exclusive | SpaceX Showed Investors Prototype of Elon Musk’s New AI Device - WSJ
SpaceX showed investors a slim, handset-like AI prototype running xAI's software on a Qualcomm Snapdragon chipset, though the project is early-stage and may not be produced.
- SpaceX's newest Starmind will make earth data centers obsolete
SpaceX plans to deploy Starmind, a constellation of one million AI compute satellites in orbit, aiming to make terrestrial data centers obsolete.
- S&P 500 rejects SpaceX, also blocking entry for OpenAI and Anthropic
S&P 500 rejects rule changes that would have fast-tracked SpaceX, OpenAI, and Anthropic into the index, maintaining standard eligibility criteria like profitability and a one-year seasoning period.
- SpaceX is launching a secret spacecraft that could change how things are made in space
SpaceX's secret Starfall capsule, a disk-shaped reentry vehicle with 30x competitors' payload capacity, aims to dominate orbital manufacturing and return logistics.
- How to Win a Space War - by Christian Keil and Alex Oliver
The US must treat space as a warfighting domain, adopting first-principles strategies and commercial innovation to counter adversaries like China and Russia.
- How SpaceX Humiliated Wall Street
SpaceX's Starlink generated more revenue in 2023 than all other commercial space companies combined, demonstrating the financial power of vertical integration and rapid iteration over traditional aerospace contracting.
- Elon Musk Becomes the World’s First Trillionaire
Elon Musk's net worth exceeded $1 trillion after SpaceX shares surged 20% on their first day of trading, making him the first trillionaire.
- A Guide to the Biggest Winners From the SpaceX IPO - WSJ
SpaceX's IPO creates trillionaire Elon Musk and big paydays for executives, venture capitalists, and college endowments holding stakes.
- What NASA Needs to Stay on Track for the Moon
NASA's Artemis III timeline is ambitious, with experts doubting the agency can meet its goal of returning humans to the Moon by the stated date.
- About 20 New Billionaires Could Be Minted by 3 Mega-I.P.O.s
SpaceX, Anthropic, and OpenAI's potential IPOs could create about 20 new billionaires among their employees.
- SpaceX’s Unlikely Journey From Far-Out Idea to $2 Trillion Juggernaut
SpaceX's improbable success, from an idea Musk saw as having a less than 10% chance to a $2 trillion valuation, is chronicled.
- https://x.com/cb_doge/status/2065431215545749608/video/1 (via @elonmusk)
Gwynne Shotwell delivers her full speech from NASDAQ, highlighting SpaceX’s achievements and future goals.
- Is SpaceX Worth $1.77 Trillion? It’s a Pie in the Sky, Some Investors Say
Investors question SpaceX's $1.77 trillion valuation as the company loses money and faces skepticism about its revenue projections.
- He Spent 15 Years Amassing SpaceX Shares. Now Comes the Windfall.
Justin Fishner-Wolfson, a long-time early SpaceX investor and minor Musk ally, now controls a multibillion-dollar payout from his stake.
- NASA Astronaut’s Video Shows Snaky Aurora From Space Station
NASA astronaut Jessica Meir shared a video from the ISS showing a snakelike aurora australis, captured during the Crew-12 mission.
- SpaceX’s I.P.O. Could Turn 4,400 Employees Into Millionaires
An initial public offering of SpaceX could make its 4,400 current and former employees millionaires, while Elon Musk approaches trillionaire status.
- Can NASA Really Land Astronauts on the Moon by 2028?
NASA's 2028 Moon landing goal depends heavily on the decisions and timelines of Elon Musk's SpaceX and Jeff Bezos' Blue Origin.
- Meet the Astronauts of Artemis III
NASA's Artemis III mission will be crewed by four men, three with extensive space experience and one previously a backup for Artemis II.
- Opinion | Our Stock Market Is Broken
The SpaceX IPO exemplifies how hype and speculative optimism, fueled by regulatory changes and an insular investor ecosystem, have broken the stock market's link to fundamentals.
- How Elon Musk’s Friendship With the F.C.C. Smooths the Way for SpaceX’s I.P.O.
Brendan Carr, the FCC chairman, has approved Starlink regulatory requests and praised Elon Musk, easing the path for SpaceX's IPO.
- How Banks Are Using SpaceX to Woo the Superrich
Wall Street banks are offering their wealthiest clients exclusive access to SpaceX's public listing to deepen relationships in the wealth management business.
- SpaceX Has $30 Billion Deal to Provide Google With A.I. Computing Power
SpaceX disclosed a $30 billion deal where Google will pay $920 million monthly for AI computing power, ahead of the rocket company's IPO.
- The Steady Hand at SpaceX Is Not Elon Musk
Gwynne Shotwell serves as the stabilizing force at SpaceX, counterbalancing Elon Musk, as the company readies for a blockbuster IPO.
- Space Nerds, Rejoice! SpaceX’s I.P.O. Lifts Dreams of the Cosmos.
Space enthusiasts celebrate SpaceX's impending IPO as a catalyst for advancing cosmic exploration and discovery.
- Wall Street Is Going Gaga for SpaceX
Wall Street banks, led by Jamie Dimon, are preparing for SpaceX's IPO, projected as the largest ever, with massive fee potential.
- Here's why the failure of Blue Origin's New Glenn rocket is so catastrophic - Ars Technica
The failure of Blue Origin's New Glenn rocket severely delays Blue Moon lander readiness, forcing NASA to rely more heavily on SpaceX's Starship for Artemis missions.
- Blue Origin and Amazon Had Momentum. Then Came the Fireball.
A rocket explosion on the launchpad sets back Jeff Bezos's Blue Origin and Amazon, which had been gaining on SpaceX and Starlink.
- The SpaceX IPO and Data Centers in Space – Stratechery by Ben Thompson
SpaceX's $2T IPO lacks financial justification, but data centers in space for agentic AI inference could make the valuation plausible.
- SpaceX S-1 | Hacker News
SpaceX filed an S-1 registration statement for an initial public offering, disclosing its financials and business risks.
- Exclusive | The Little-Known Hedge Fund That Stands to Make Over $10 Billion on SpaceX - WSJ
Darsana Capital Partners, a little-known hedge fund, stands to make over $10 billion on its SpaceX investment if the rocket maker goes public at a $1.5 trillion valuation.
- SpaceX is starting to move on from the world's most successful rocket - Ars Technica
SpaceX plans to reduce Falcon 9 launches from 165 in 2025 to roughly 140-145 in 2026 as it shifts focus and launch infrastructure toward the larger Starship rocket.
- A Falcon 9 rocket will hit the Moon this summer at seven times the speed of sound - Ars Technica
A Falcon 9 upper stage from a January 2025 launch will strike the Moon's near side on August 5 at 5,400 mph, astronomers say.
- Original Apollo 11 TV broadcast
Original Apollo 11 moon landing TV broadcast footage was preserved and restored, highlighting the technical and historical significance of the event.
- We found an undocumented bug in the Apollo 11 guidance computer code
A reportedly AI-generated analysis claims to have found a lock-leak bug in Apollo 11's guidance computer, but HN commenters dispute whether the bug is real and whether the reproduction script actually demonstrates it.
- Read TIME's Full Interview with SpaceX's Gwynne Shotwell
SpaceX president Gwynne Shotwell outlines the company's merger with xAI, AI integration in rocketry, Starlink's 10 million subscribers, and plans for AI satellites and lunar manufacturing.
- Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space
Falling launch costs and rising terrestrial constraints will make space-based AI data centers cheaper than Earth-based ones within a decade, potentially creating a trillion-dollar annual CapEx market for inference workloads.
- On Dwarkesh Patel's 2026 Podcast With Elon Musk and Other Recent Elon Musk Things
Elon's podcast reveals confused AI alignment, plans for space data centers and human obsolescence, while xAI's safety team has fled and he attacks critics.
- Data centers in space makes no sense
Hacker News commenters argue that space data centers face insurmountable cooling, power, and cost challenges, making the concept physically and economically impractical.
- Elon Musk Merges SpaceX With His A.I. Start-Up xAI - The New York Times
Elon Musk merges SpaceX with his AI startup xAI, creating the most valuable private company by combining their resources and operations.
- Jeff Bezos’s Rocket Company Blue Origin Pauses Space Tourism to Focus on the Moon - The New York Times
Blue Origin is halting its New Shepard space tourism flights for at least two years to concentrate on fulfilling NASA lunar contracts.
- The fastest human spaceflight mission in history crawls closer to liftoff - Ars Technica
NASA's Artemis II rocket rolled to the launch pad, targeting a February launch pending a successful wet dress rehearsal and heat shield review.
- Elon Musk Relies on Gwynne Shotwell to Make SpaceX Soar - WSJ
The WSJ profiles Gwynne Shotwell's role managing crises like Musk's threat to decommission a spacecraft as SpaceX's IPO approaches.
- Even the Sky May Not Be the Limit for A.I. Data Centers - The New York Times
A.I. data centers may exhaust earth's land and energy, prompting tech leaders to explore orbital deployment for unlimited space and solar power.
- Research Library at NASA’s Goddard Space and Flight Center to Close Friday - The New York Times
NASA’s Goddard Space Flight Center will close its research library on Friday, discarding or warehousing unique historical documents from early space exploration.
- NASA finally—and we really do mean it this time—has a full-time leader - Ars Technica
Jared Isaacman is confirmed as NASA administrator, facing challenges of budget cuts, workforce reductions, and competition with China in returning humans to the Moon.
- Exclusive | Elon Musk’s SpaceX and Jeff Bezos’ Blue Origin Race To Bring Data Centers to Space - WSJ
SpaceX and Blue Origin are racing to develop orbital AI data centers, aiming to bypass Earthly power constraints despite major engineering and cost hurdles.
- How Jeff Bezos’ Blue Origin Plans to Beat Elon Musk’s SpaceX to the Moon - WSJ
Blue Origin plans an early 2026 cargo flight to the moon and a more powerful New Glenn rocket, aiming to accelerate its pace after years of methodical development.