Independent research and forecasting on the space economy.

Low Earth Orbit
Joined November 2023
ok they leaned a little too hard into asian lesbian
Really good article on @alexandr_wang in the FT this weekend
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We are past warnings. Cities are burning. More will follow. This will come to the United States IMO. This is an attack on western societies and values. Yes, there are many root causes. Uncontrolled migration without assimilation. International funding of protest for violent purposes. Issues of affordability. Education. Housing shortages. Employment opportunities, etc. They started with issues but then are quickly hijacked by ultra-left radicals, islamist, the red-green alliance, opportunists, and those brainwashed by victimhood. Why? Lack of values, purpose, and identity. With eroded traditional sources of identity and purpose (family, nation, vocation, faith), huge groups fill the void by claiming victim status or becoming advocates for other designated supposed victims. Responsibility is externalized: the system - capitalism, democracy, natives, “the West,” or some oppressor always explains their personal or collective shortfalls. This produces victimhood culture, beliefs of shared grievance, and alliances with radicals who offer belonging through struggle rather than responsibility, competence, or reform. The leftists/Marxist, the Islamists, and those thirsting for purpose don’t want reforms. They want to destroy society. They want identity through victimhood and destruction. They take no responsibility for their own status, there is always an oppressor to blame, always someone else’s fight. So they burn what they won’t fix. Step one is law and order. Reinforce the police. Enforce the law. Arrest, track, and if applicable deport every single person who commits violence or crimes. These won’t be the last protests or cities to burn if "let's address their grievances," suicidal empathy, victimhood culture, political cowardliness continues.
France 2026… We don’t have to live this way
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Polska nie powtórzy błędów innych europejskich państw, nie będzie też za nie płacić. Twardo bronimy granicy przed nielegalną migracją, mamy własną politykę azylową (nie przyjmujemy wniosków), deportujemy tych, którzy łamią polskie prawo. W kwestii bezpieczeństwa będziemy bezwzględni. To usłyszeli ode mnie liderzy Europy w Brukseli.
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Controlled demolition.
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Replying to @elonmusk @tbpn
Demon mode isn’t always pretty. But demon mode is what gets shit done.
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Replying to @TeslaAndDoge
Nope, that isn't how physics works.
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RC retweeted
Still massively bullish on $RKLB but retail’s anger about Neutron is 100% justified. It’s now evident that Neutron never had a chance to launch in 2026.
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Incentives drive outcomes
Incentives drive outcomes. If you pay NGOs based on the number of homeless people they manage, they will **never** decrease the number of homeless people. The data is very clear on this.
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Wow the new roadster looks quite amazing, good job @elonmusk
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What in the heavens did we just watch lol $TSLA
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The last Democrat administration was terrible when it came to the space industry (any emerging tech in reality). Hopefully they learned their lessons.
Had a fantastic time visiting @RocketLab's headquarters in Long Beach. California isn't just imagining the future of science and space exploration – we're engineering, manufacturing, and launching it right here in the Golden State.
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AT LEAST THEY DIDN’T BLOW UP THEIR PAD TO SMITHEREENS $RKLB
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Epic conflict in the making
Maybe we should start a competitor to Amazon 🤔
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Replying to @Wahndo_
that's just my face
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Still massively bullish on $RKLB but retail’s anger about Neutron is 100% justified. It’s now evident that Neutron never had a chance to launch in 2026.
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2027 debut probably. But 2028 cannot be ruled out.
In an update from @RocketLab Founder and CEO Peter Beck in a recorded video, the debut of Neutron is now slipping into 2027. This follows the discovery of a manufacturing defect found in the in the forward dome of the first propellant tank. Beck outlined a three-step process to proceed (outlined in the slide below, shared by Rocket Lab). "All going well, we expect the first two steps to be completed before Q1, with the third wrapped up within that quarter. From there, we expect to be in good shape to share a new target launch date."
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Brutal back-to-back one year delays for Neutron $RKLB . Will be buying more in the 40s for sure.
Today we shared an update on Neutron's development, including adjusting the schedule for flight one to 2027. Full details: investors.rocketlabcorp.com/…
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Replying to @BlackHC
And which of us has done more for Ukraine, the obsolete brute who makes weapons for killing people or modern enlightened flag emoji boy?
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Replying to @FedorovMykhailo
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS. Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
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There’s something beautiful about the most expensive game of all time ($2B) being dropped the same month that AI models became capable of creating comparable experiences. The swan song for the Big Studio Era.
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