A friend that previously sold payload delivery for SpaceX and now does so for a competitor recently shared perspective on the Starlink venture. SpaceX sells payload delivery to telecom companies. Starlink is a current competitor to some of these companies and potentially increasingly so (whether through Starlink or other SpaceX ventures) in the future. The most effective way to sell payload delivery against SpaceX is to invoke the fear of further vertical integration and competition from them; SpaceX is otherwise the obvious choice on cost, options, and track record. Not dissimilar from retailers deciding whether to embrace Amazon as a distribution channel or not.
> Not dissimilar from retailers deciding whether to embrace Amazon as a distribution channel or not.
Honestly, I wonder if Tesla will be similar. They just won the charging standard war. Watching the battery presentation a while back, they're chipping away at battery technology, and every % adds up.
The ICE car companies have "embraced" EVs, but are losing money on every car right now. Will tesla start making their cars cheaper and cheaper while the other companies eventually try to buy their way out via tesla batteries?
Nobody “won” the charging standard war except for the consumer. Tesla had a great connector and a huge charging network, but it was closed and proprietary with a non-interoperable digital protocol. Government and the rest of the industry demanded an open standard with an interoperable digital protocol that allowed for payments. Tesla thus faced the choice of having everyone adopt the inferior (open) CCS connector, making their current cars basically obsolete; or else releasing their excellent physical connector and opening their chargers to the whole world and adopting the existing CCS digital protocol. They rationally chose the latter and all of North America moved onto it. This is certainly “winning” in the sense that Tesla chose the option that wasn’t a total disaster for Tesla and their customers, and the world got to benefit from an excellent open standard.
ETA: If believing that this is “winning” causes Tesla folks to encourage further positive-sum behavior, ignore everything I said: Tesla kicked everyone’s ass. Rah.
Tesla tried to get their charging standard adopted years ago from the outset of their business. The incumbents rejected the standard. Now they are adopting it.
As I understand it, it came with strings attached, and incumbents understandably rejected it. Now they really opened the system, that's what drove the adoption.
Another thing: Not the whole world adopted the Tesla connector, only North America (that's why it is called NACS). Europe uses CCS-2, including for Tesla cars. CCS-2 is better than CCS, and arguably better than NACS in Europe as it supports 3-phase AC.
North America uses CCS-1. CCS usually refers to the charging protocol.
Important change is that NACS is the Tesla connector with the open CCS protocol. That means can use dumb adapters for CCS-1. And chargers can change to better connector without changing electronics.
3 Phase is (normally, in Europe) 3x400V+N. Single phase is 230V.
AC chargers here (Belgium) are usually 11kW or 22kW capable (at least nominally). This is 16 or 32A. A normal household socket ciruict is 20A here, so this is not very abnormal wiring wise. Most homes are actually hooked up to three phase power, but just have a single phase meter, so an upgrade is usually affordable.
If you want to offer 11kW or 22kW single phase, you'd need 47A or 95A service, with massive cables etc. Hence why most single phase chargers are 7.4kW limited here (32A). Also: Almost no cars would even take that in on 1 phase as far as I know.
Higher amperage is what costs more in terms of losses and cables, so less amps is good.
3x230V also exists, but at least here, is being phased out.
Is there still a N needed for 3phase? The big selling point of triphased power is that you don't need a neutral line, which is obviously a big benefit for transport. Is there a benefit to add a neutral line for battery loading?
No on the distribution network (aka up to the transformer in the street usually, but for sure not on the xxx kV lines) because there the lines are balanced.
In your house, you do, because the voltage between 2 phases is 400V, but the voltage between 1 phase and N is 230V. So you have "low" voltage for "normal" appliances, but high-voltage (and thus high-power) available for high power applications. For example: EV charging, induction cooking, home heating / AC etc.
For an EV usually the N wouldn't be needed, if you always charged at a balanced power on all phases. But from my experience, the full 3 phase power is only used when the battery is empty. At some point the charger switches back to single phase to better modulate the current I guess.
Sidenote:
On a 3x230V net, you don't have an N, but that means you also don't have a non-power conducting wire either! Meaning: double pole switches and breakers are required to prevent shocks. This is why these are generally required in Belgium btw.
I think it's more, 3-phase+N can be converted to 1-phase whenever needed with simple wiring. So even in France, you might have 3+N coming to the breaker panel, and then 1-phase from there on.
The neutrals in either of these situations are used when you want to use some partial multiple of the power, instead of a full multiple for some or all of the load. For example, most US electric clothes dryers will use the full split phase 240V for the heating element, but 120V for the light and sometimes the motor. Same with US electric stoves. So they need a neutral to be able to do so.
If they don’t need that 120V (half the voltage), they can just use straight 240V, and no neutral.
Same with 3 phase - if connected in a delta configuration, you have three distinct loads, each connected phase to phase.
Same as in split phase, if you have two 120V phases, each connected to one half of the split.
When designing AC->DC rectifiers a key concern is ripple (aka how consistent the DC output voltage is per unit time). 120V half phase AC is particularly terrible for this, but a single phase of a 3 phase system will also be not great. You spend a lot of the cycle with no meaningful power available, and need to smooth out that very spikey output with capacitors or the like.
The ripple on three phase (if using all three phases) is going to be a lot lower, and power flow will be much more consistent, as you’ll have 3 waveform ‘peaks’ per cycle, unlike split phase which has 1, or tapping a single phase of 3 phase which has one. (Depending on your definition of peak - some would double the count as the negative voltage side of the waveform technically counts too!). That means with only minimal additional component count, you have a nearly perfect continuous flow of power.
At the type of power levels we’re talking about, the capacitors for smoothing out the ripple (assuming it’s needed when charging the batteries - I would assume so, but I’m no EE), will be enormous and expensive if using single phase.
I know for industrial motors, the smoother/more continuous waveforms are a huge help in making smoother and more powerful (for their size/weight) motors. Almost all industrial motors run on 3 phase AC, and it’s common for even small hobby machine shops to either get 3 phase pulled in, or use phase converters.
It's better in general because it can deliver continuous power rather than power at twice the line frequency. If you're going to convert AC->DC and want a constant current to the battery, there will need to be a rather large capacitor to smooth the 100Hz or 120Hz power coming in.
Yes consumers won but I don't understand how it's not a win for Tesla.
Every other company on Earth had a chance to make a superior system and failed. Tesla said fine use this based on ours, and they rightly recognized it was superior. Win for Tesla, win for consumers.
Nobody really lost there, either, which maybe why it doesn't feel like a typical win.
It was not entirely voluntary, that's the point. The US government pushed very hard for an interoperable standard, and conditioned a big pile of IRA funding on supporting a fully-open standard. That was the carrot. The rest of the industry (manufacturers and chargers) also standardized and started building cars and charging infrastructure with CCS connectors. The farther this process went, the less likely it would have been that Tesla would have been able to force a switch, and so they would have had to (expensively) update their new and older cars to this standard. This was the stick.
But yes, it was all done through encouragement and coordinated coercion. Nobody showed up at Tesla's HQ with guns and forced this to happen.
More like voluntarily pushed or strong-armed by the prospect of governments mandating Tesla support a different connector thus forcing more complexity in their cars and chargers.
Arguably there's no evidence for Tesla ever wanting to use its plug as a moat. The Tesla connector pre-dates CCS1 as a standard. By the time that it was clear that the rest of the industry would converge on CCS1 in North America, the investments made by Tesla (and its customers) on their connector was far too great to contemplate shifting.
Whereas in other markets, the business case for converging on CCS2 was more compelling. Europe chose to compel CCS2 as their standard, but in Australia, Tesla pivoted to CCS2 without any government pressure.
They offered their patent conditioned on a reciprocal patent grant (or agreement not to enforce any patents against Tesla) from the takers, as far as I understand. The difference with NACS is that they genuinely opened the connector and removed that requirement.
> I don't understand how it's not a win for Tesla.
It's a win for Tesla insofar as they won't have to bear the burden of transitioning to a different plug standard, and their customers won't bear the burden of consumer confusion and frustration which come with transition.
> Nobody really lost there, either
One might argue that the main losers are the charging networks which invested in CCS1 infrastructure. They'll have to work even harder to remain relevant, all while gaining Tesla as a direct competitor and having to deploy NACS across the country.
Tesla didn't "win" the charging standard war. They finally made it possible to make a standard based on their connector and most manufacturers agreed to use it in the US. But then Elon fired the supercharger team in a temper tantrum and spooked the industry.
It's also not true that all other manufacturers are losing money on EVs. BMW and VW notably have been profitable on theirs.
Lastly stop giving so much credence to what Tesla claims in presentation and start paying attention to what they actually sell. So far they have sold 4680 cells in two cars and both have had disappointing charging curves. Not impressive at the moment especially compared to what Chinese companies are offering.
> Tesla didn't "win" the charging standard war. They finally made it possible to make a standard based on their connector and most manufacturers agreed to use it in the US.
By that definition it was impossible for anybody to "win", which means it was never a war in the first place.
You're missing firesteelrail's point. Musk fired the Starlink team in 2018 after it failed to meet goals, and basically took personal charge. Today Starlink is by far the world's leader in two-way satellite data. Despite it being a business Musk himself acknowledged has historically been a surefire money-loser, it is now generating an estimated $600 billion in FCF annually and is an important part of SpaceX's overall growth.
The report you're probably basing this claim on says $600 million FCF, and that is an estimate for 2024. The same report assumes an 80% revenue growth in 2024 compared to 2023. But it's hard to estimate how much their market will actually grow, especially as they've lost the broadband subsidies from the US government.
And the market price of launching the 6528 satellites that they launched is around 11.3 billion dollars (67 million dollars per Falcon 9 launch, 169 launches). Assuming this is more or less the density of satellites they will maintain, that amounts to 3.7 billion per year just in constellation maintenance costs (to which we should add peering costs, personnel, ground station costs, etc). It's really not an easy business to maintain, unless it really does grow massively, and in a distributed manner (since lots of people in a small area will compete for bandwidth).
Which is why they need the big f-g rocket to work - the business really starts printing cash if you can reduce cost to orbit per bird by 90%. Without it it’s dicey when competitors get their act together.
I assume any massive Musk hater has a weird parasocial relationship with the guy, and used to love him but feels betrayed. Obviously he's a bit flawed, and makes some bold and sometimes quesionable decisions, but that's not always bad.
And all it's got him is the richest person in the world, with the best selling model car, most of the space launch industry, a global isp, and some minor social network the news media are obsessed with
But that subsidy is not Tesla-specific. It's strictly pay-for-performance: The more cars a carmaker sells, the more subsidies (well, tax credits) are provided.
If Tesla has received "billions", the only reason other carmakers haven't received the same amount is because their cars aren't as popular.
Eh, there was also the episode where Tesla introduced a battery swapping scheme only to claim higher green tax credits, without actually rolling it out. It's a deceptive company.
Can you recommend any good sources to explain how the Chinese government subsidises BYD?
I’ve done a little bit of reading around and the term subsidy is often used without further clarification. For example, is it direct payments, or business tax breaks, or tax breaks on sales of EVs, or something else?
from an economics professor who examines the evidence about what is causing the trade war between china and the west.
The main thesis is that car manufacturing (and associated manufacturing such as batteries, electronics etc) is "strategic" enough that the west doesn't want to build a dependence on china for it.
In the event of a war, china can cripple the west by cutting off the exports, and/or potentially install backdoors into the devices and shut them down to disrupt etc.
Not to mention that by allowing china to own the manufacturing, they will have built up the massive industrial capacity for which it is easy to convert to a war time factory. The west's dwindling manufacturing capacity would mean that china will out-produce and win - lessons that is learnt from WW2.
It’s a bad thing if it increases China’s confidence that it can win. Wars are often launched as soon as one side thinks it has a winning strategy that might slip away over time.
Taiwan is part of China and both ROC and PRC have claims on the whole China.
As for the Pacific ocean, it's not an American gulf, it's literally half a planet. Nobody can control it, even the US with all their military bases on Pacific islands.
no, under the proposed dependency scenario, it makes china hold an outsized bargaining position because china _can_ withstand a war while the west wouldn't. It's not a symmetrical relationship - china can survive their stopping of exports, as they are an autocracy, which means the citizens cannot complain (much). The west's citizens would not want to make sacrifices or suffer as imports get stopped, and thus will acquiesce policies on china when it is actually not advantageous to do so otherwise. For example, reneging on the sort of defacto protection being offered for a lot of the east asian countries (japan, korea etc).
The war that russia is waging against ukraine is clear evidence used to support this point - that being dependent on russian gas/oil was a mistake and europe is paying dearly for it.
There are very significant budget/capability differences between any of the Arab Spring states and China. Also internal religious and ideological differences - there is no large armed faction in China.
They come with the high cost of potentially killing the local industry and after a while all you'll end up with is a bunch of cheap network connected Chinese cars, possibly backdoored by CCC, with no ability to build or maintain your own.
Then you're at China's mercy, it's not always about money.
It should be law in EU/US and other countries that all imported "smart"/connected firmware must be replaceable by local variants (this includes iPhone, 5G networks, routers, etc)
> If the administration could have figured out a way of excluding Tesla from the EV tax credit system, it would have.
Oh, but they actually really tried at first. Like for example by considering Tesla Model Y as a sedan, thus not qualifying for a higher tax credit ceiling.
If Amazon was exfiltrating retail competitors' sales data from their AWS-hosted online stores, that would be a scandal of a scale comparable to Boeing's 737 MAX or VW's dieselgate.
Don't conflate AWS with the Amazon Sellers program.
Its amazing that Amazon has gotten away with this for so long without being hammered with antitrust violations.
The idea that a marketplace could turn around and sell their own products that directly compete with third party sellers is insane. Come to think of it, I assume Walmart would fall into this problem as well.
Not every retailer's primary service is allowing anyone to sell whatever in their stores.
Amazon is more similar to a flea market organizer that sets up their own massive both. They can put their items in front of customers first and decide what to sell based upon what they see people carry away.
FTC's whole yearly budget is under half a billion, Amazon and the rest can very easily throw more lawyers at a problem.
You'd think the government would be the Goliath in this battle, but it's the other way around. FTC is more of a nuicanse than an actual problem, and it's gonna remain that way for as long as FTC keeps operating on a shoestring budget.
Right, just like anybody can spin up their own copy of Myspace.
Monopolies most frequently form over either cornered resources (not the case here) or network effects (bingo).
What network effects? You type in www.sellerX.com, click pay, and receive purchased item. Zero other entities involved other than buyer and seller, which means no network effects.
"Their service is so much better than us, that if you keep using them we'll go out of business and you'll have to use them, and they're a direct competitor to you." That's enough to make a business think about their strategic interest, not just about the current expense.
Will anybody catch up to SpaceX? As an outsider it seems they are impossibly far ahead of the competition.
Blue Origin still has only achieved sub-orbital flight, a far cry away from reusable super heavy orbital flight. Meanwhile SpaceX is launching satellite constellations and Starship is looking increasingly real.
What is the path to victory for other space companies?
Something we lose track of in the software world is that information isn't the alpha and omega in the real world. Everybody from Boeing to China would love to clone what SpaceX is doing, and China is actively trying to do so. And there are no real huge hardware secrets, yet somehow, even with effectively endless resources, these countries/competitors are not only failing to clone SpaceX tech - but aren't even remotely close to parity.
Blue Origin, for instance, not only has Bezos Bucks behind it (while SpaceX was started when Musk was 'only' had millions), but it was also started before SpaceX! And of course Boeing has been around since the dawn of spaceflight. And on a smaller scale lots of brilliant people, including John Carmack, have tried their hand at aerospace, and failed. No idea what SpaceX is doing so well, but whatever it is - it seems extremely difficult to replicate.
The problem for China is that they already had a large state agency doing this stuff. And they did it in a Soviet inspired way. They invest lots of money but their budget is tied up in many long term programs.
They can't just say 'well lets start from zero and copy SpaceX'. They have space station program that needs to continue and they can't wait until they have a next generation reusable rocket. Just like NASA they also do other things, like moon landers and so on.
And despite what people think, China can't infinitely invest in everything and don't. I'm sure the battles for money within China budgeting process are not that different from US congress.
Looking at ESA, getting budget for a new rocket is incredibly hard and ESA member states are richer then China.
Also I think its wrong to say there is no hardware secrets. Developing a very advanced rocket engine is really fucking hard, and to build one and be able to 'mass' produce it like SpaceX does is incredibly hard. Getting there took SpaceX a decade, and government run engine programs are nowhere near as fast usually.
The exact details of the heat shield and reentery of something like Starship also isn't exactly easy to replicate. Doable, but would still require quite a bit of reverse engineering.
SpaceX Starship production line isn't about 'one big secret' but about iteratively improving each part to make it cheaper and better over time. And you can''t replicate that without doing the same.
Supporting old architecture takes A LOT of engineering effort for complex physical devices, creating new architectures from scratch with the learnings from the old architectures often costs too much (and you still need to support the old systems for a long time anyway).
I worked in a project where an architecture was very flawed initially and took almost a decade to move away from it.
So often management pushes for incremental updates on an outdated architecture because the risks are too high since the new architecture might have all new problems of its own.
SpaceX also benefits from vertical integration. They discovered huge costs from trying to use aerospace subcontractors (and had one launch failure because of a subcontractor.)
Both traditional US aerospace and European launch curry political favor by spreading work around to subcontractors. This can't help but slow things way down and make it more expensive.
Aerospace companies have been trying to clone the Lockheed Skunkworks for generations now, with no success whatsoever. The trouble they have is they decide to clone it, and cannot resist "fixing" it in the process. The fixes destroy it. They simply don't have the guts to do what Kelly Johnson did.
>Blue Origin, for instance, not only has Bezos Bucks behind it (while SpaceX was started when Musk was 'only' had millions), but it was also started before SpaceX!
Indeed. SpaceX didn't have infinite amounts of capital during the years it developed Falcon 9 and Dragon. Until Tesla's market cap blew up during the COVID-19 era, Elon Musk had a "mere" few tens of billions of dollars. Boeing/ULA's pockets were and are gigantic, too.
Jeff Bezos has been among the world's wealthiest men for far, far longer than Musk's entry into that group. Let me paraphrase an excellent comment I saw on Reddit, in response to one of the usual lies about how the only reason SpaceX is a decade ahead of the rest of the world is that it got zillions in subsidies from the US government:
>If large amounts of funding is the only thing required to succeed, Blue Origin would now have a nuclear-powered spacecraft orbiting Pluto.
>Carmack made reusable, vertically landing rockets before SpaceX did, albeit on a much smaller scale.
No, he didn't, or perhaps more generously "much smaller scale" is doing a LOT of work in your sentence. The core challenge of real rockets is all about scale/speed, and in particular getting to orbit which is where the vast majority of the value starts. The Rocket Equation and material science makes that a completely different scale of challenge to do at all, let alone with a sufficiently useful mass fraction, let alone with reuse, vs anything suborbital. Neither Armadillo nor the DC-X were going to orbit. Hobbies are neat but going from that to something real represents a huge huge amount of work and skill.
His co-founder at Oculus, Palmer Luckey, talked about how he did on the Arthi and Sriram podcast (both hosts with considerable big tech experience and VCs at A16Z). He said the company was
> "very successful, probably the most successful (rocket) company in its time in it's budget range. They were doing better things than companies spending 100x more money. They moved very fast, building a vertical take-off and landing rocket, actually long before SpaceX did."
The profit motive has proved, over and over, to be a more effective motivator than anything else, including getting whipped and/or shot for failure.
I remember an earthquake in LA caused a freeway interchange to collapse. The government offered an incentive of something like a million bucks for every day the rebuild was completed ahead of schedule. The contractor got it done in a stupendously short time.
How so? NASA wasn't motivated by the profit motive in the 1960s, either. And SpaceX has completely trounced NASA and the Russians in rocket technology.
If you can't even break even then your entire venture stops. Stopping development and launches is by definition failure. This seems pretty obvious.
I am also not launching rockets. It seems like I am launching exactly as many rockets as Carmack, thus by simple math I am just as successful/good at launching rockets at Carmack.
DC-X predates Carmack and SpaceX both. The actual challenge is to produce an economically viable product that can survive beyond grants and investors. This is important, as it determines whether the system continues to operate or not. Falcon 9, and not the DC-X, flies today.
I think doing it with booster capable of actually putting things into orbit must be a challenging aspect of the problem too. DC-X and Carmack weren't doing this part.
It is what is driving spacex. They also embrace failure. It is where they learn what went wrong and fix it. At one point they were 4 rockets away from going out of business. I think they got down to the last 1 or 2 and they worked and spacex got to stay around and do cool stuff. Without money that company would not exist. They are now forcing the whole industry to re-think what it means to fire a rocket off. They have shifted everyone into thinking reuse is the best way forward. Where as before everything was mostly a one off special one time build. That profit is what is making them sustainable instead of the whims of some senator from whatever state decides to spike your program in favor of his buddies program.
At some point in the past, I'm sure the same question was asked of IBM, Boeing, or several other large companies. At some point, the big company gets complacent or it gets so large it is bogged down in bureaucratic red tape or any other negative thing attributed to bigCorp loss of leadership in markets from the past. Then, as this sector likes to say "it's ripe for disruption." Sometimes, it takes decades though, and many competitors fall by the way side. At some point, Bezos might bore of his glorified Estes rocket hobby and decide to do something else with his money.
> At some point, the big company gets complacent or it gets so large it is bogged down in bureaucratic red tape or any other negative thing attributed to bigCorp loss of leadership in markets from the past. Then, as this sector likes to say "it's ripe for disruption."
I think it's inevitable that that's SpaceX's fate in the fullness of time.
But it seems like it'll be a while for them. They aren't indulging in typical market-leader behavior. They have kept their prices low - the market leader there by a substantial margin (based on $/kg to LEO). And they clearly have no problem making their best product obsolete via internal innovation. From what I recall, those are the 2 big pitfalls that entrenched market leaders tend to indulge in.
I think the Mars goal helps them a lot with obsoleting their best product. It was obsolete from the start - they knew this one never goes to Mars, it's just a test bed for technologies and a money maker that helps them on the way. While other companies developed their best rocket and then tried to keep it running as long as possible to recoup the investment and make as much money from it as possible, Musk was talking about the next rocket before first Falcon 9 landing.
I’m less worried about that with SpaceX than I am about most companies, because Elon has shown a willingness to just fire a large percentage of a company’s employees with the massive Twitter layoffs.
On the other hand, Elon just fired Tesla’s entire Supercharger team for what appear to be stupid reasons (and is now trying to rebuild from that error.) The unique expertise at SpaceX will be much harder to rebuild if Musk makes a similar mistake in that company. If anything, a massive outpouring of talent is the most likely vector by which the competition quickly catches up and overtakes SpaceX.
> If anything, a massive outpouring of talent is the most likely vector by which the competition quickly catches up and overtakes SpaceX.
I'm skeptical.
Like Amazon, SpaceX is a fountain of ex-employees who have tired of the required workload. I don't see a few extra on top of the current constant exodus changing much.
The talent and even many of the ideas came from NASA and old space, while SpaceX has both inspired and created a generation of it, there was always strong engineering talent in rocket science.
The primary issue for other companies is culture and institutional ability to foster innovation and take risk.
The old space organizations like ULA or Boeing et al and government funded are extremely risk averse and are also optimized for other priorities like having presence in as many states as possible or using old designs/ components to keep jobs funded and so on which limits them.
The new space companies do not have the resources to be as aggressive or fast although they are trying, they do not have free cash flow of SpaceX or extremely wealth and committed sponsor. Blue Origin+Amazon(Kuiper is theirs not BO) have resources but are not fast or aggressive and most likely chance to compete if they can get their culture sorted.
Private rocket companies were not successful businesses before SpaceX for a reason, its success has inspired capital inflows but problems are the same.
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Astra, Rocket Labs, Relativity and Firefly are the only ones with some track record of orbital launching vehicles, Astra went private at 99% down round for just 11M in March-24 and are probably going to be either acquired or shutdown.
Firefly has no immediate reuse plans. Terran R and Neutron are the realistic contenders for reusable vehicles if successful(big IF) then will have Falcon 9 equivalent competitor commercially available by end of the decade (13 years after Falcon 9 landed regularly in 2017). Starship will be active well before 2030 and be a generation ahead again. SpaceX when Starship launches commercially say in 2025 are at least 20 years ahead of everyone else and currently 10 years ahead with Falcon 9.
The last time space industry had this kind of disparity were the few years after Sputnik and other soviet first launches, to catch up the federal government spent multiple % of GDP and made it the national priority and employed 400,000 people to do it. SpaceX is not Soviet Russia it is a domestic company NASA and Space Force benefits from and Trump/Biden are not Kennedy so that is not going to repeat.
Realistically next 40-50 years will be dominated by SpaceX in both satellites and rocket vehicles, even if they stop innovating soon.
There seem to be a lot of things that cannot be explained if we take what you're saying as an assumption. For instance from 2011-2020 (when SpaceX started launching to the ISS) NASA had no way to get crew to the ISS, and relied exclusively on Russia. That can't be dismissed as just risk aversion. Similarly Blue Origin is filled with old space talent, was founded before SpaceX, is funded by Bezos Bucks, and yet can't even manage to achieve an orbital flight. Also SpaceX's early talent included people like Tom Mueller [1] who would go on to work as CTO. Notably he was picked up on SpaceX because of the rocket engines that he was literally building in his garage!
I have no claim to knowing what SpaceX's secret sauce is, because the problem I think you run into immediately is that any sort of logical explanation then bumps into issues like the ones I'm mentioning here.
To be fair, Tom Mueller was also head of liquid engine propulsion at TRW as noted in the wikipedia link, he wasn't exactly an amateur.
I had the same initial response to the gp, but I think they got it right: "The primary issue for other companies is culture and institutional ability to foster innovation and take risk."
I think SpaceX went after people who knew what they were doing, but were frustrated by the bureaucracy. I get the sense that Blue Origin hired people with experience who were pretty happy with the way traditional aerospace worked, and kept doing exactly the same thing at Blue Origin.
> I think SpaceX went after people who knew what they were doing, but were frustrated by the bureaucracy.
Legend had it Musk hired Mueller after meeting him and seeing a liquid biprop engine he was building in his garage. That sounds exactly like the type of person you describe. “I can’t do the cool shit I want to do at work because of forms/approvals so I’ll just do it myself at home”.
(I know it’s unpopular these days but) this is where I think Elon has to be given some credit.
He set an implausible but interesting ’mission’ from early on. He set the culture of the company from the start such that the concept (borrowed from the tech world) of failing and iterating fast actually happened (rather than just being talked about in corporate presentations). He brought naive but effective ‘first principles’ thinking to many of the questions or problems which probably helped avoid the conservatism of ‘old space’. He brought enough money to start, but it was little enough that they had to be scrappy and lean for survival, which probably fed into the culture and built a great team further. And (by luck or judgment) he hired the right people, like Tom Mueller, who was already a rocket engineer, but was frustrated by his previous industry experience.
(And of course, back then he didn’t have the baggage he has now, which made these things easier to achieve.)
> NASA had no way to get crew to the ISS, and relied exclusively on Russia.
The reason NASA was doing that was because of risk aversion and lack of innovation!
The shuttle was shut down because NASA couldn’t afford another disaster like Columbia and there had been absolutely no meaningful progress to replace it .
Without spacex, that would still be the case , Dreamliner is still not done a demo flight and Boeing would have held NASA by the balls and renegotiated from fixed price to cost plus contract as they have been doing for decades.
SpaceX forced the hand by delivering on commercial crew (CCS)
The shuttle had bunch of older parts designed for other programs and was 30 years old in 2010.
SLS flies on engines that are decades old from shuttle era with no plan for new engines and still costs in multiple billions per launch !
If not for spaceX we would be cheering BO for successfully delivering the Vulcan engines and being proud of that as pinnacle of private space .
BO official Moro is step by step ferociously. They were always culturally tuned to be risk averse and careful
Astra is not private yet. The SEC is still reviewing the take-private offer that Astra's board accepted from the group of investors. The take-private move is essentially an acquisition.
Waiting for a rot in competition rather than upping one's own game seems a bad strategy. Sure, Spacex will seize to exist at some time. But so will everything else.
Disruption can come from any direction. I don’t think Spin launch has better than 5% odds of success, but it could drastically undercut SpaceX in terms of $/kg to orbit and there’s a few others willing to face SpaceX head on. Or China, US military, etc may decide to heavily subsidize a competitor for strategic reasons outside of economics.
Starlink is becoming a core component of their business model which presents its own issues. The service is attractive today, but cellular or wired connections have inherent advantages in most situations and could seriously eat into their customer base fairly quickly. T-Mobile/Verizon/etc 5G wireless home internet for example is generally a better choice for most people.
Which isn’t to say SpaceX is in any kind of imminent danger, rather the company has significant long term risks.
It’s possible, but the whole reason Starlink has a userbase is because there’s large areas where traditional telecom companies either never had enough interest to set up infrastructure or let what had already been set up rot. If that were to change meaningfully it’d require a significant shift in strategy from Verizon, AT&T, etc.
Outside the US there is major major FTTH rollout going on everywhere. UK will get to ~90%+ penetration within a few years (it's at 66% now, 83% if you include HFC DOCSIS3.1 and growing at ~1% a month, including some very very rural areas).
All of Europe is basically like this, and will have/already has overwhelming FTTH coverage. The same is happening in Asia and even in the more developed parts of Africa.
So every month the addressable market for Starlink IMO declines. There will of course be places that are extremely rural that won't get FTTH for a long time (but I think they will eventually), and underdeveloped countries will struggle to roll it out for a long time too - but there is a lack of capacity in these underdeveloped places to pay for starlink.
What Starlink as actually amazing at is bringing the price of fixed line connections down. A lot of countries have ridiculously high fixed line/mobile data costs (I would assume some level of corruption is happening to keep competition out). Starlink will push those prices down and force providers to offer unlimited data packages in those areas. However, I'm not convinced Starlink will see the benefit of a lot of that.
Don't get me wrong - Starlink is an awesome service that really benefits humanity. However, I think the long term economics for it are poor for it to grow substantially more (this may be ok as I believe it is EBITDA positive now). And I think churn will be a problem in developed countries as more and more of them get FTTH.
How could it be a US centric view when the US has faster bandwidth than almost every country in the world? It's ranked 5-6th in the world for average bandwidth and 10 in median.
I literally said that it wasn't true. There is a common misconception that the US is miles behind other countries in terms of FTTH coverage and/or rollout has stalled.
I think T-Mobile trying to buy US cellular suggests they are approaching 5G home internet as a real growth opportunity. The infrastructure rollouts are just far more reasonable tha trying to run wires everywhere.
Yeah land based networking just makes less and less sense when you look at it from first principles, wireless is fast enough for most connections it has enough bandwidth if distributed and being in orbit makes widely distributed networks trivial compared to doing it on earth.
I dont know if it will be starlink but I do expect(hope) ground based telecom to go the way of floppy disks in the coming decades
Unless you on a boat being in land is a huge advantage. 5G only needs ~10,000 towers to cover most people on the US. From there you scale density based on where people actually live.
Satellites however move so you need to accept the network sucks in moderate density areas or you have vastly more coverage in low density areas than you need.
Wired connections inherently provide a lot more bandwidth, and in dense urban environments the last mile isn’t a mile it’s within a building.
Can you site that number? It really doesn't pass the sniff test for me, unless the word "most" is doing some pretty heavy lifting.
A quick search suggests that the range of a 5G tower, operating only at low/mid-band spectrum (so in other words, below peak speed - but at higher range) can only operate in the 1 to 3 mile range. [1] We'll say 2. That's an area of pi*2^2 = ~12.5 square miles, we'll say 13. The area of the US is 3.8 million square miles. So your number would provide coverage for (10,000 * 13) / 3.8 million = 3.4% of the US. That maybe enough to cover the most exceptionally dense urban locations, but you're missing a lot of people there.
And, again, this is just for the low/mid-band stuff. And then you need to regularly maintain those towers. While you could get global coverage with relatively few satellites that can just be trivially remotely launched/decommissioned. A quick search there [2] turns up a current practical (not peak/theoretic) bandwidth for Starlink in the 100+ Mbps range + ~50ms latency. I have difficulty seeing a logical argument for ground based telecom, beside as a hedge against WW3 when probably the first thing that will happen is a huge chunk of all satellites going poof.
Your first link says “On average, the maximum usable range of a cell tower is 25 miles.” Which is relevant because we aren’t trying to provide service just for high density areas.
Before you ask if 10,000 * 2,000 = 20 million square miles is high, handoffs require you to be in range of multiple towers so there’s a lot of overlap and hills, ocean, etc that reduce useful range.
Ultimately there’s 142,100 cell towers in the US, but that’s including density from urban areas and redundancy from multiple cell networks. Anyway, the point I was making was that Starlink is targeting low density areas by necessity they simply can’t target NYC density for any reasonable constellation size. However, if you’re a cellphone company and you’re already covering anywhere in the US with 50+people per square mile extending that to anywhere with 5+ or even 0.5+ people per square mile and killing Starlink just doesn’t take that may towers.
"Usable" is going to mean at the max possible wavelength. The problem with telecoms is that there's a physics imposed inverse relationship between frequency (speed) and wavelength (penetration/distance). So it's not like computing where we basically have gotten a free lunch with stuff that goes faster, runs cooler, and takes up less space.
Each upgrade with telecoms entails a sacrifice. You can have really fast signals that can't go far and have difficulty penetrating obstacles like walls/buildings/hills/etc, or you can have really far reaching and high penetrating signals that can't go fast. So for instance Verizon's max speed towers can only reach 1500 feet [1], so I think my estimate of ~2 miles was a pretty reasonable meet in the middle.
All that said I agree with you in principle. Obviously space based telecoms are much better for less populated areas than heavily populated, but I'd argue that that space based can scale much more easily. The ground based telecoms aren't just those 140k towers, but also the other 450k nodes on top. And that's to cover a pretty small geographic area. And each of those nodes not only needs land and construction permits, but they also need to be be regularly maintained, and so on. It's a pretty big deal. For space based coverage, you can just launch your satellites from Texas and have them providing coverage on the other side of the world in a matter of minutes.
Put another way - imagine we were creating a civilization from scratch and these technologies were all 'unlocked.' I don't think we'd be using ground based stuff much at all. In the present when the infrastructure already exists, there's no reason not to take advantage of it, but in general it just doesn't scale so well.
Don’t forget those towers covers the vast majority of US population with high speed connectivity, where Starlink only has ~1 million US customers 1/300th the population. Those ratios aren’t that off in terms of customers per unit, but the problem with scaling satellites is they don’t stay in one location.
You can’t just put 50 satellites next to each other over a suburb and call it a day you need a ring(s) of satellites circling the entire globe to reach whatever your target density is along their full orbit. Unfortunately, most land has really low density North Dakota only averages 11 people per square mile, while Florida a mostly empty state sits at 422.
Target 10 people per square mile (adjusting for household size and rates percentage of people signing up) and just about all your satellites are useful across the entire US.
But Pick 100 people per square mile 90% of your time over North Dakota is wasted. Worse large chunks of Florida are also nearly empty as most of its population is along the coastline in places like Sweetwater where 8,800 people per square mile live. So your wasteful 100 people per square mile in ND still only covers a small fraction of the population in Florida.
Cellular is the reverse the first 10k towers are largely “dead weight” that cover few people per tower, but the rest of the 130k are really useful because you optimize locations for density. Swap that to satellites initially the constellation has very high utilization, but the ratio keeps getting worse as you add more satellites.
PS: Starlink could try to vary speeds or prices more based on density, but people really want predictable results for their money.
This is what I was trying to say above but much more detailed an eloquent. Theres a lot dislikes in this thread but not many folks addressing the points.
The thing about high density places with a ton of infrastructure is that wired will always be the best because you have close access to infrastructure and its likely to already be built in. For rural areas or even suburban areas the equation starts to tip to orbital wireless for the reasons you state above and also geographic realities make ground based wireless unreliable in places where there are mountains valleys canyons etc.
There’s a 4 orders of magnitude difference between high density areas and low density ones. So no you don’t need millimeter wave everywhere. You can increase bandwidth per tower, but you can also the number of cell sites.
Further every frequency you add removes users from other frequencies. IE: At 10 miles you can use a subset of frequencies, but those frequencies don’t need to cover for people 100m from the cell tower because those are on 5G.
Thus double the number of cell sites means there’s an extra circle of people on mm wave frequencies around the new towers. Thus you more than double effective bandwidth in low density areas when you double the number of towers.
Meanwhile the reverse happens with satellites. For a given number of satellites there’s some areas where you have sufficient capacity for the density at those area. Suppose you have enough satellites for ships and aircraft over the ocean, add new satellites to handle higher density and the time those satellites are over the ocean isn’t getting you new customers. IE the percentage of time the average satellite is at 90+% capacity drops when you add more satellites.
Building things deployed to land in real life, basically sucks. Building out a tower requires buying the land (or even possibly getting involved in extremely dirty eminent domain lawsuits), getting countless building permits/inspectors, architecting your building in accordance with local regulations and any sort of geographic peculiarities, organizing a construction team, [finally] building it, and then maintaining the building itself as well as the various regulatory regulatory, tax, and other requirements that come with such. And that's for exactly 1 tower! And you really cannot overstate how big of an ordeal this is. If you think NIMBYism is bad for housing, think about how people feel about building phallicy energy generating towers reaching hundreds of feet in the air around them.
By contrast SpaceX: build satellites, launch satellites, done. They can launch tens (and soon hundreds if not thousands) from their base in Texas with a single launch. There's still some bureaucrazy they have to deal with, but this is overall just a many orders of magnitude greater difference in terms of scalability and overall ease. And when satellites start hitting end-of-life - no problem, just deorbit them and continue expanding the swarm.
I think this is only kind of true. 10000 towers is a lot when you consider that probably half of them are in very low density areas. LEO based satellites are a really good way of covering the desolate areas (oceans, deserts, farm land with very low population density etc), and areas with medium density and lots of elevation changes that would mess with ground based coverage. Starlink was never going to work well for urban (or even sub-urban) areas, but airplanes, boats, and ~20% of the US population is nothing to scoff at.
Cell towers already exist to provide cellular service in low density areas. In general people expect service to be generally available not simply be available in cities and subdivisions.
Some of that is provided for free when covering higher density areas which satellite networks like Starlink simply can’t handle at any kind of reasonable constellation size.
Satellite internet is inherently a niche market. The physics simply don't allow for example good satellite coverage of even 10% of NYC, because you just can't get enough satellites flying over NYC at the same time to handle that much data. And there are limits to how much better you can make the individual satellites themselves, since you have a very limited heat budget in space, where you have to rely 100% on radiative cooling.
So, for any square mile of land, you can have at most some small number of subscribers. Sure, you can cover a huge surface, but only with a very low density. Conversely, the vast majority of the world's population lives in huge clumps in small areas.
Billions of people live in low density areas. Hundreds of millions live in NYC-type very high density areas. Satellite can still serve very high density, just at limited rates. Satellite internet is very far from niche.
Starlink should (annd perhaps anlready do) approach commercial high rises with a single uplink for the building, shared through the building network. Even as a backup data system, still very valuable system.
Satellites really can’t provide coverage at full 1 acre lot suburbs level density let alone NYC level density.
Starlink has ~1 million customers in the US from ~6,000 satellites so you’d think they could do 10x that with 10x the number of satellites. But much of the US is low enough density that their current constellation is already sufficient and effective bandwidth per satellite is maximum bandwidth * percentage of orbit in useful locations. Which means 10x satellites are closer to 3x useful bandwidth and it gets much worse the higher density you’re aiming for.
Ahh you might think just offer lower bandwidth per customer in urban areas, but people will pay less as the bandwidth drops and Starlink is already fairly slow.
I don't think satellite is cost effective for high density areas. If you have enough subscribers in a given geographic location, it makes more sense to put up some cellular towers, which can be maintained by people on the ground.
> T-Mobile 5G wireless home internet for example is generally a better choice for most people.
I was speaking with someone from US Cellular at a conference recently and they were saying their whole advantage over T-Mobile was spectrum in rural areas. Which explains why they were bought out by T-Mobile.
T-Mobile is also in the process of rolling out fiber home internet to compete with AT&T because 5G isn't that great.
T-Mobile's network might be good enough in suburban areas but it's lacking in rural areas. This is where Starlink is competitive, and also places like the middle of the ocean.
Not sure that's true. Around here (rural Montana) the 5G providers will sell "home" service in town, but not outside town. My assumption is this is because they have enough capacity on 2GHz in town with small cells but not enough on the large 700MHz cells in the country. Starlink is really the only proper provider in our neighborhood. You can use LTE Hotspot but the carrier will throttle traffic pretty quickly.
I worked on a deal with a US state government to bring broadband to unserved and underserved areas by working with local ISPs. Largest proposal of my career so far and will be nice come bonus time if we win but, honestly, if it were me I’d just give the unserved folks out in the country starlink vouchers instead of pouring millions amd millions into ISPs and call it a day.
I probably would have been fired if I said that out loud in front of the client.
If we are betting on a company that hasn't launch anything and wont for years to come. We know we are grasping at straws. They haven't even tested reentery or landing of a first stage rocket yet. They have a cool design.
They are just one of many hopefuls in the industry.
> They are just one of many hopefuls in the industry.
There's a big difference. Virtually all rocket startups are doomed regardless of whether their rockets succeed or fail because of the competition from fully reusable Starship and/or Terran R and/or Stoke.
Relativity and Stoke actually have a chance of success. It's small, but non-zero.
Spin launch doesn't even have 0.005% odds of success. 5% is an absurd number frankly.
The $/kg doesn't matter that much in practice in the real world. Maybe in the future where people are launching only fuel. But not now.
The reality is Spin launch requires people to build sats 'for' launching on Spin launch. And that's simply not happening. No major consumer is gone do that.
Square cube law means smaller satellites care less about g-forces. People shot vacuum tubes out of artillery shells as part of proximity fuses and they would survive just fine.
A cellphone experiences higher peak acceleration when hitting a floor when falling off a table but they are generally fine. So yes some sats would need modifications, but not necessarily significant ones and you can trivially test those conditions prior to launch. A Starlink competitor would happily design for such if it reduced their launch costs by 90%.
First of all, all sats need modification. Things like reaction wheels simply wont work the same. Usually launch vehicle selection is done well after engineering on the project is along quite a bit. SpinLaunch basically requires that you make a decision to be SpinLaunch compatible as soon as you start. And that will force you to use some of their parts.
This simply isn't something that anybody would do unless there is a huge benefit to it. Spin Launch still requires a rocket, and one that will likely not be reusable one anytime soon. So the idea that its going to massively reduce cost is a fantasy.
To even have any cost saving at all they need a huge number of launches. There simply isn't a market for that many tiny sats. There is a reason all the constellations have moved to larger sats that are not SpinLaunch compatible. Micro launch is a tiny market and companies like SpinLaunch are just lying to their investors, just like Astra did.
If we are looking at things like consumables, it would take 500 SpinLaunch launches and that doesn't even match a single Starship launch. How anybody could think this would be cheaper is beyond me.
The answer is SpaceX is being held at a low headcount strategically. Turns out, if you‘re an engineering company you don‘t need a lot of top brass, DEI committees, artificial diversity hires, inner-company minority peer groups and bloated HR departments. You instead reduce friction as much as possible.
I hate to say it, but maybe Musk is onto something. SpaceX hires top people who work a lot, efficiently. This seems to work for them. Duh, I guess?
The closest competitor is Peter Beck's Rocket Lab. That's why SpaceX is using their monopoly position to attack them.[0] As I said in a different post, Beck is a combo of Musk and Tom Mueller.[1] The "only" things that Rocket Lab is missing is first-mover advantage, and billions of investment.
I don't think you can call Rocket Lab a competitor of SpaceX by any metric. Besides, look at the comments in the link you posted, it's pretty obvious that SpaceX isn't attacking them.
At some point SpaceX will reach the limits of how efficient they can get as dictated by physics. Their competitors will get there eventually, maybe decades later. But eventually the market will mature and they will become competitive. Same as any other industries, smart phones, electric cars, etc.
It's not about physical efficiency of the rockets so much as it is about their reuse. When you launch a rocket, fuel costs are basically a rounding error - well under a million dollars in general. Nearly all of your costs come from the rocket itself. And before SpaceX we were simply throwing away these rockets after a single use. Well technically the Space Shuttle was "reusable" but the refurbishment required was so extensive that they may as well have been rebuilding it from scratch after each launch. This is why SpaceX's audacious initial goal of reducing space flight costs by orders of magnitude was completely viable.
I think companies will have difficulty competing against SpaceX, so long as SpaceX is ideologically motivated. Right now their goal isn't to make a ton of money, but to create a stable civilization on Mars. So once we start headed to Mars them making next to no profit on launches, beyond what's needed for development and basic sustainability, would be perfectly fine. So you not only need to hit technological parity, but then somehow also go well beyond them in terms of cost reductions - at least if your motivation is profit.
Not to mention that 2 out of 5 Space Shuttles suffered catastrophic loss, one of them (Columbia) almost certainly because it was being reused and the heat shield failed.
Columbia didn't fail because of heat shield reuse. It failed because a chunk of foam crashed into a important part of the heat shield at high speed and created a big hole.
I’m always deeply skeptical of appeals to the “laws of physics”. Yes, there are some hard constraints there, no, it doesn’t account for bright ideas for how to make those less important; the laws of physics stop us shrinking vacuum tubes small enough to fit billions on a chip, but it turns out that that doesn’t actually matter
The cost to develop in the first place may be too high, except for maybe nation states.
Falcon 9 funded Starship. Now there is little funding for a competitor, ignoring the fact that Starship will sink that even closer to 0 with such low launch costs.
BlueOrigin is not making money but investing more then most nation states. In fact, Bezos is single outspending Europe in terms of rocket investment. Bezos invested way more in New Gleen then Europe in Ariane 6. Not to mention outspending India whole space budget.
You believe conventional turbo boosted rockets are the end game of space travel?
There is a lot more to come I can tell. at least 200 years of development if not more with current knowledge.
What will ultimately limit SpaceX, and launch in general, is deposition of water (either water in the rocket exhaust, or water from later oxidation of unburned fuel in the rocket exhaust) in the upper atmosphere. The stratosphere and mesosphere are extremely dry, so this limit is lower than you might think.
PRC has several commercial reusables on the way and IIRC 3 seperate mega constellations planned for short/medium term. If there's sustained demand, there's no reason they can't do to space launch what they did to ship building. At 30-40 F9s, IMO people are conflating SpaceX's reusable "capability" lead for actual scale. If other sectors any indication, would not be out of question for PRC to economy of scale 100s of F9 tier launch vehicles and eclipse SpaceX in aggregate payload in a few years of buildup if there's business/strategic case for it.
China is broke, like dead broke. It will follow Soviet Union's footstep of space race with the US in 1960 and collapse of Soviet Union.
Ship building is not the same technology level as spacecraft. China famously exclaimed in 2019 that they will be able to duplicate EUV in a few years, when dutch introduced EUV restrictions in China in 2019. Still nothing from China on EUV. Still nothing from China in terms of plane engines. Their new carrier in 2024 is still just a "demo" carrier, not to be used in real combat.
With the 50-70% youth unemployment [1], private enterprises dying [2], and dictatorship in China, scientists will either become disillusioned with work and lay flat, or flee to other countries.
Reuters and news about China. quite reliable indeed. In the meantime China is boosting forward. Absolutely no way that there is 46% unemployement in China. In general all over the world there is shortage of workers. Also in China.
You mentioned Soviet space race failure. Russia/USSR did not fail with the space race. Even today they have a strong position in space travel.
They currently rely heavily on small hypergolic rockets. It's really hard to tell just how scared people should be of China's rocket program. On the one hand, they undoubtedly have a lot of very smart people. And they don't seem to fall in love with boondoggles like SLS/Orion. But on the other hand, they seem to be really stuck in the past for a country with so much advanced space tech.
They're moving away from inland hypergolics, to coastal cryogenics, especially for commercial. TLDR history is PRC space program really exploded in last 15 years. Before that, budget/development poverty tier. Most of payload considerations since are urgent military (ISR), so prudent/expedient to use existing hypergolic infra (legacy/synergy of strategic missiles) to maintain launch tempo because they don't want boondoggles when it comes to getting military space infra up reliably. Cryogenic LM6/LM7 first test only in mid 2015s. They'll switch over eventually, but right now priority is still military launch. IIRC all the current reusable efforts are cryogenic fuel.
We are witnessing rail road tycoon, but for the solar system. The foundations set in the next 50-100 years will be the foundation of the human solar empire. Spacex has no competition for the foreseeable future. And anyone who uses them as a service provider will be quickly subsumed if they’re successful, as the present article indicates.
I don't see anyone catching up to SpaceX anytime soon. There are several possibilities on the horizon to catch up to Falcon 9, if Starship gets delayed for a number of years for example, but that seems unlikely. Competitors can continue to hang on via just the threat of SpaceX taking over the entire launch industry though but they'll basically stay minority players. That is until the cost advantages of SpaceX become too great and companies become large via using SpaceX to push their own business models.
The Griffin connections go back to SpaceX's founding (they examined ICBMs together in Russia and even presented together at Mars Society). SpaceX was founded months after SDI's main barrier, the ABMT Treaty, was withdrawn from by the U.S. The first contracts by SpaceX were part of Prompt Global Strike (DARPA Falcon Project) which was a proposed hypersonic delivery system for boost-phase interceptors.
> first contracts by SpaceX were part of Prompt Global Strike (DARPA Falcon Project)
You’re skipping the $400mm NASA COTS contract that came a year earlier.
DARPA bought the first two launches for hypersonic delivery system research, but it was primarily aimed at prompt global strike. As in what it says on the tin. Interception was tertiary at best, to the point that it’s mostly unmentioned [1][2].
>> You’re skipping the $400mm NASA COTS contract that came a year earlier.
You have it backwards, the DARPA Falcon project was awarded in 2003 (before Falcon rocket was even named!) COTS was 2005, and in no small part due to Griffin as mentioned.
You’re right. I ignored those because at $500k they’re immaterial, particularly against the $100mm it took to develop Falcon 1, but they did precede even Falcon 1 being named.
Against that I put literally every engineer at SpaceX in 2003 giving zero shits about that grant other than as a funding and legitimacy source. Because it wasn’t a strategic guide. And it was for building a missile, not an interceptor.
I've noticed Mike Griffin's goals have been pretty consistent since he led the SDI (and conceived COTS). Follow the man's actions not what's written on the tin. SpaceX's development has wed closely to the SDI requirements. Even Starship seems optimized for mass to LEO rather than Mars.
> SpaceX's development has wed closely to the SDI requirements
Any launch vehicle would. I have no doubt Griffin may retain his SDI roots. That doesn’t mean they transferred to SpaceX, much less Starlink.
The most we can say is SpaceX’s founders and allies were influenced by SDI. And that influence peaked in the 2000s, when SpaceX was dependent on grants versus launch contracts.
> Starship seems optimized for mass to LEO rather than Mars
That’s where the money is.
Given Starship’s flexibility, concluding much about a secret purpose is untenable. (I agree it would seem to need sizing up for Mars. But if in-orbit propellant transfer really nails, LEO and Mars are practically neighbours. (9.4 km/s to LEO, another 3 to 4 to Mars. More to the Moon.)
Not even remotely true. You can broadly classify SDI proposals into two categories; ones that require scientific breakthroughs, and ones that are really big engineering projects. The problem with scientific breakthroughs is you can't reasonably predict when and how they're going to happen, so these aren't serious proposals.
The other sort, the large engineering problems, require tens of thousands of satellites (e.g. interceptors). An oldspace style rocket with a few launches a year will never move the needle on such a project, it needs a rocket like Falcon 9 or Starship. Michael Griffin's background is in this category of SDI proposal, there can be no doubt that he knew how many satellites it will take and that doing so without cheap reusable rockets would never work.
Sorry, I should have said any launch vehicle development would. Every launch vehicle developed since 2003, including Atlas, technically advances SDI’s agenda. SpaceX does it best because they’ve done launch best. But it’s ahistoric to link the cause of that effect to SDI.
> Rockets like Vulcan do not materially advance an SDI agenda
Rockets like Vulcan are similarly capable for SDI purposes as the Falcon 1 was.
I'm open to being corrected by anyone else who was involved with SpaceX in its early days. But the SDI connection to Falcon reusable, much less Starlink, is an expert exercise in retconning.
Falcon 1 doesn't move the needle on SDI either, except insofar as it was intended as a developmental stepping stone towards a reusable rocket (which it was publicly claimed to be.) Vulcan isn't, SLS isn't... Blue Origin's work is.
Now, you said that even Atlas rockets developed after 2003 are technically advancing an SDI agenda. I don't know which Atlas rocket you're talking about (Atlas V Heavy development?), but it definitely isn't true. There was never any pretext of the Atlas rocket family being a step towards reusability, and therefore it has nothing to do with any serious SDI proposal.
> Mars Colony leaders were SDI people. Take a look at the latest stuff written by Zubrin
Who is related to Starlink in what respect?
The link between Starlink and SDI is about as close as it is to anything space related the U.S. government has done. It’s equally correct to say Starlink has its roots in space planes. Like, sure, I can draw tenuous links between the two. But that’s like saying Juicero was a military project because Silicon Valley was seeded by the DoD.
> Satellites positioned closer to Earth in LEO can swiftly target and track objects on the ground, providing both low-latency communication and high-resolution sensing capabilities. They also hold the potential for offensive actions, such as deploying interceptors to shoot down rockets or ICBMs during their vulnerable boost phase.
How much is this going to cost? Considering this system can be beaten by scheduling a regular ICBM test and pretending until it's too late and the missiles split into dozens of warheads and destroy an equal number of cities.
When I first heard of hundreds of billions going unaccounted for in pentagon spending each year, that was 30 years ago and the images of f-117s bombing Serbia (and getting shot down) still fresh, that-s where I believed that money went to. I was around 12 back then, so don't me judge to harshly on my naivete.
The typical 'its all government conspiracy' nonsense.
As usual the government isn't actually as smart as people pretend.
And contrary what people like to believe. The government is not the only organization that has a brain. The idea of having many sats and having constellations has not only occurred to the government. So the idea 'constellation' therefore its invented by the government, is brain dead dumb. Its a logically idea based on the physics of the situation.
And Griffin in these stories is way more involved and fundamental then he actually was. He was doing some consulting but he and Musk frequently clashed and didn't get along. Before modern SpaceX really got of the ground he had left. And after that he was not that favorable towards SpaceX. And today Griffin is giving talks how the government should be giving SpaceX money for Starship.
It was absolutely not Griffin that pushed for the Commercial Crew, that came out of other parts of NASA. Griffin wasn't the driver of it. Neither was he much involved with Commercial Crew.
Starlink happened literally more then a decade later with no involvement from Griffin. And Starlink primary revenue is from consumers, not from the military. And it was primarily funded by private funding rounds that SpaceX did.
The reality is Musk achieved something nobody thought was actually gone happen. And once he did the government was like 'oh shit we should jump on this'. Just as they did with reusable rockets.Yes Starlink/Starshield will make money from governments in the future. But that doesn't actually validate this story.
The idea that the US government had a long term coherent plan is utterly delusional if you understand anything about the history of SpaceX and space flight in the US.
The main evidence seems to be 'Mike Griffin' was vaguely involved in various ways.
So the whole narrative is just nonsense and doesn't even remotely hold up.
The continued goal of realizing SDI is not secret, nor a conspiracy. Heritage Foundation is quite open about it since proposing the original idea to Ronald Reagan. Griffin is a very influential member. He just pulled a team of SpaceX people (from the Starshield group) to build hypersonic warheads to implement the interceptor part of an SDI "at scale": https://www.castelion.com/team
As someone else said, follow what these people DO, not the self-serving narratives they/Elon gives biographers.
Again, your argument is that the SpaceX is somehow a result of SDI and that SpaceX exist because of it. That developments at SpaceX are somehow done because of SDI or in service of it. And that is fundamentally false.
Literally 90% of all space starups are full of former SpaceX people. Of course every now startup in space is recruiting people from SpaceX. That utterly meaningless for your argument.
> As someone else said, follow what these people DO, not the self-serving narratives they/Elon gives biographers.
You mean actually verifiable facts rather then conjecture based on a narrative that you tell yourself. Yeah why would we want facts. You are observing all the typical conspiracy theory hallmarks. Congratulations.
If you actually did some more research, if any DoD program is responsible for small launch companies like SpaceX popping up, it would be 'responsive launch'. After 9/11 the realized that they didn't have enough assets above the Middle East and started to investigate small launch to address cases like that.
That is when work like that stared and small launch companies mostly hoped to get into that. Of course it never actually turned about to be a big thing. But DoD is still working on stuff around that but it never been a big market.
No it isn't. Starlink was funded completely with private funding until well into its operation when it started getting a few small government contracts.
I've very recently seen numerous posts starting to show up on both reddit and various websites as well as anonymous wikipedia editors pushing this conspiracy theory. They all repeat the same thing. They'll claim Griffin as basically a founder of SpaceX (who in reality had almost no involvement with starting SpaceX) and they'll claim Griffin basically "gave" SpaceX its first government contracts even though NASA administrators have almost no sway over where contracts go (that'd be illegal). They'll also claim other things like that Starlink is somehow developing weapons to be put in orbit to reproduce SDI.
According to Mike Griffin (referring to the first decade of the company), "[SpaceX] will have received approximately $1.2 billion in government money from the collective programs. I’m rounding, but with this recent $400-plus million award under CCiCap [Commercial Crew integrated Capability], that brings the total SpaceX funding to something around $1.2 billion, maybe a little more.
That’s—I will only say in my view—excessive, especially since in testimony last year the SpaceX founder, Elon Musk, indicated that the private funding involved was not more than $200 million. $100 million of his own money that he had brought in from a prior enterprise, and then he alluded to the fact—I’m trying to recall the testimony on an ad hoc basis, but the point is that there’s less than $200 million of private capital in SpaceX and $1.2 billion of government capital."
You are just connecting unrelated evidence. Nobody denies that SpaceX got government contracts. That still doesn't validate the overall story.
SpaceX got paid to provide services, and they did so. It had little to do with SDI or any long term demand for missile defense.
Most of the money is from experimental NASA program to find a cheap way too get money for ISS.
SpaceX got almost no money from DoD for quite a bit of its history.
> That’s—I will only say in my view—excessive
Its not 'excessive'. You can't just say 'excessive' without evidence. You actually have to show that they got overpaid for the services provided. In reality, they got underpaid and lost money on those contracts.
The thing is, most of that money was performance based. Go look up how COTS and Commercial Crew actually worked. You only get money once you reached specific milestone. Having such a contract requires you to raise private money (can be stocks or lending), and then you can try to execute, if you do, you get paid. If you don't, you wont get paid.
Look what happened with Kistler Aerospace for example. They failed to raise sufficient private capital and were kicked out of the COTS program.
So for this argument to make sense, show what contracts SpaceX got, and explain how the government could have achieved the same results cheaper.
Most experts agree, and pretty much everybody calls COTS the most successful NASA program in decades. And Commercial Crew as almost as good. NASA achieved a huge amount with little money.
> less than $200 million of private capital in SpaceX and $1.2 billion
Again, you don't just get 1.2 billion. You have to raise private capital, and then execute on your development program. Some of those 1.2 billion $ took years until they arrived at SpaceX.
For example, Griffin included 400 million $ for CCiCap. Guess what, that money didn't fully arrive at SpaceX until way after 2013. Griffin only account for Musk private funding, not all the other money raised by SpaceX.
Griffin is a very opinion person that often goes against what most people believe. I would not his interpretation and evaluation as gospel. He is a politician and a bureaucrat.
His whole spiel during the last 15 years has been that government should own the intellectual property for things like capsules and such. The thing is, most of NASA simply doesn't agree with his opinions.
And most expert that look at NASA performance, seem to agree. He is very much outside of current thinking at NASA.
You're mixing things up. Elon Musk's statement was about the private funding that was initially used to _start_ SpaceX. That statement by Griffin was also made in 2013. SpaceX has had many many billions in private funding since then.
> Terrence J O'Shaughnessy also runs Starshield at SpaceX. He was in charge of U.S. homeland missile defense
Starshield is Starlink for the military. It came after Starlink. It is neither a root of Starlink nor a missile-defence project at this time. (Maybe it eventually gains that capability. But that’s not currently in play.)
Starlink came about because SpaceX built cheap, high launch frequency rockets for, at first, NASA. It doesn’t shoehorn into an SDI origin by any stretch. At the point we’re contorting to make that connection, it might as well be part of our ballistic missile programme.
> The full report
Yes, people want missile defense. That doesn’t make everything in space is missile defense.
"In early 2002 he met entrepreneur Elon Musk and accompanied him on a trip to Russia where they attempted to purchase ICBMs. The unsuccessful trip is credited as directly leading to the formation of SpaceX.[7] Musk offered Griffin the title of Chief Engineer at the company,[8] but Griffin instead became president and COO of In-Q-Tel, a private enterprise funded by the CIA to identify and invest in companies developing cutting-edge technologies that serve national security interests.[9]"
In 2005, he was appointed NASA Administrator where he pushed for commercial cargo and crew transportation services that saved the company from bankruptcy.
"In February 2018, Griffin was appointed as Under Secretary of Defense for Research and Engineering by Donald Trump. One of his first actions was to create the Space Development Agency.[13][14] The organization was tasked with procuring a proliferated constellation of low Earth orbit satellites to detect Chinese and Russian hypersonic weapons. Commercial contracts for the constellation were given to L3Harris and SpaceX."
Man I've been saying this for years that it felt like SpaceX was just a way for the government to side-step the rot of entrenched companies like Boeing and Lockmart.
One thing that is missing for explaining SpaceX success is its proximity with Tesla: with them, they have access to automotive electronic units (on-board computer, sensors, motors ...). Without this, SpaceX would not be able to produce sats for such a low price
I wonder why Starlink is not working in countries with heavily censored internet like China or Russia. Given Elon's passion for free speech and interest in crypto that would be a super product.
Because they must license the electromagnetic spectrum from those countries. It would also be trivial for those authoritarian governments to track people using those dishes and punish them.
1) What is the penalty if they don't license spectrum? Will Russia and China shoot down Starlink satellites? Or impose sanctions and disrupt their supply chain?
2) We all know that Ukrainian sea drones are using Starlink. They wouldn't do it if it was that easy to detect.
SpaceX has taken eleven billion dollars over 31 rounds of funding. Their chief innovation has been the willingness to run at a loss. Other companies would achieve the same results if they had the same spendthrift orientation.
You don't get 31 rounds of funding without a proven track record of success. The money is a consequence as well as a cause. And billions of dollars don't guarantee success. Sometimes it seems like the opposite...
Their revenue for 2023 was 8.7B. It's probably going to be close to that total of 11B. I think at this point they are basically profitable. Of course they are investing heavily in new money makers (like star ship). But I don't think they are low on cash at this point or in need of more investments.
Sounds like a good investment to me. Too bad it's a private company; I would have loved to buy some shares otherwise.
Other companies, like Boeing, are in fact spending lots of money as well on rockets. They just have less to show for it. Boeing has wasted many billions on a rocket that is basically not going to be very competitive given that SpaceX has cheaper ones.
Yearly revenue has no meaning without knowing the yearly operating cost. If their yearly operating cost is greater than yearly revenue, that's means they are still spending the funding dollars. What was their operating cost for 2023?
Yeah those articles are bogus, they are just guessing at operating expenses and also exclude cap-ex, which is a big miss when we don't know satellite lifetimes.
NASA has had bigger budgets. And they tried reusable rockets and failed. SpaceX has achieved that nations have failed at. Even after 10 years of the first landing. The engineering culture has something to do with it.
I love the old 'it only works because they get free money'. Because people just love to give away money to companies that go no-where.
If its so easy for companies to get billions of $ why don't other companies just do that?
BlueOrigin is currently losing 2 billion $ a year, and somehow all these people who gave money to SpaceX are not willing to give it to BlueOrigin. So Bezos has to pay if from his own pocket. Why is that you think?
The reality is SpaceX achieved fantastic results with they money people invested. Both in terms of technology and in terms of revenue growth and profit on operation. And then they presented new plans for expansions and achieved fantastic results again. Then they ask for more money again. And so on and so on.
If you build large infrastructure its gone require a lot of up front money. SpaceX really only start to raise major money when they started major infrastructure projects like Starship and Starlink.
Frankly, the its absolutely absurd that they only raised 11 billion $. For reference the SLS rocket alone is so far running at 22 billion $. The SLS/Orion together so far cost 55 billion $ and they will cost a lot more before they are done.
The fact that they raised 11 billion $, built cargo and crew space craft for ISS. Also build the most successful rocket family in history. Built the largest constellation of sats in history, plus ground stations, plus distributing millions of terminals. Built and design the best rocket engine in history. And also built the largest rocket in the world. Plus of course multiple launch sites. Plus a number of major factories to build all that stuff.
Your claim that every company could do this for 11 billion $ is frankly laughable for anybody that knows anything about the space industry.
Why does this piece have so many typos? It makes it difficult to read. I ran across 3 and got confused as many times and so stopped reading. Spell check is cheap is 2024.
> by Jeff Foust [...] (jeff@thespacereview.com) is the editor and publisher of The Space Review, and a senior staff writer with SpaceNews. He also operates the Spacetoday.net web site.
So not bad. Just in case anyone else hesitated to look, after the bad taste of today's NYTimes front-page SpaceX hit piece trash. I wish we could leave behind the journalism concept, that ill intent and cluelessness can be fixed by low-level wordsmithing. You get "if you know the topic well, you can see there is a way to closely read and interpret this bit so it's not quite incorrect... even if most everyone reading the whole will be misled". Ah well.
Under Avoiding apocalypse, I might have mentioned LEO vs MEO drag lifetimes (years vs millennia). Under Ukrane, IIUC, that all starlink service is geofenced on borders, and finding your export unexpectedly a weapon system can be problematic.
