EPISODE · Aug 18, 2026 · 13 MIN
Small Talk: Episode 079 - Satellite business crisis.
from The Sunil Varia Show · host Sunil Varia
▪️Falcon 9 Retiring in 2032 •Starship is coming. •Rocket launch business Low margin business. •12% from launches. •Majority was from Starlink. $4.3 B out of $7.8B▪️ Internal Customer •Starship will have only two customers. Starlink and xAI. •Starlink: 100,000 V3 Communication Satellites. •XAI: Millions of AI Inference Satellites. •No capacity for others. Apple business model.▪️ Backlog. Who will fly: •2023-2033: 37,000 Satellites. •Vulcan (UAL) and New Glenn (Blue Origin). Vulcan with 2 military launches in 6 years and New Glenn rocket exploded on launch pad. •Nova Rocket(Stoks Space), Neutron(Rocket Lab), Terran R(Relativity Space), Eclipse Rocket(Firefly/Northrop Grumman)▪️ Govt Innervation? •Will Govt tell SpaceX to not retire Falcon 9?
Embed this episode
What this episode covers
▪️Falcon 9 Retiring in 2032 •Starship is coming. •Rocket launch business Low margin business. •12% from launches. •Majority was from Starlink. $4.3 B out of $7.8B ▪️ Internal Customer •Starship will have only two customers. Starlink and xAI. •Starlink: 100,000 V3 Communication Satellites. •XAI: Millions of AI Inference Satellites. •No capacity for others. Apple business model. ▪️ Backlog. Who will fly: •2023-2033: 37,000 Satelli...
Ready to play
Small Talk: Episode 079 - Satellite business crisis.
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.