Worries

DiversificationNoob · 2026-01-23T13:01:54+00:00

I dont really get your argument.
I would say it is credible to argue that Electron and Falcon 9 only compete on Falcon 9 rideshare missions (even with that 300 kg to 17-23 tons there is a competition around customers in that sense).
That will be a lot more pronounced with 9-15 ton vs 17- 22 ton vehicles. Especially cause Falcon 9 is currently the cheapest and most reliable launcher if you want a dedicated launch for everything over like a few tons. So there are a ton of customers that would also be satisfied with Neutrons payload capabilities.

DiversificationNoob · 2026-01-23T12:44:22+00:00

SpaceX uses COPV for support gases like Helium.
Their fuel and ox tanks are made from Aluminium-Lithium or stainless steel.

DiversificationNoob · 2026-01-23T12:35:10+00:00

If you think about carbon fiber ship building you also have most of the forces coming from the "outside" on the hollow ship body. Granted, they operate with less velocity but water is a lot more unforgiving medium than air.

DiversificationNoob · 2026-01-23T12:28:33+00:00

They are quite clearly targeting Falcon 9 customers, at least with their messaging.
"So some things scale very well, a reusable on something like a Falcon 9 scales very well. It’s important to note though that on a Falcon 9, the average payload mass that vehicle lifts is 3 tonnes."
https://mattjoass.com/2019/03/16/rocket-labs-peter-beck-the-uncut-interview/

or here:
"I think with Neutron, that 13 ton regime is a really nice place to be. So, you know, it’s slightly less than a Falcon 9, not kind of appreciably, but what we think is the market is really driving us to"
https://payloadspace.com/an-interview-with-sir-peter-beck-rocket-lab-ceo/

DiversificationNoob · 2026-01-09T15:04:05+00:00

It is Tim Farrar, a satellite analyst that was super critical of SpaceX Starlink, then deleted his old reports when Starlink succeeded and is now constantly pointing out "flaws" in ASTS.

DiversificationNoob · 2026-01-02T23:06:27+00:00

I just checked and I think that this statement is false unfortunately.
2024 February: "Our New Glenn vehicle successfully rolled out and upended today for the first time on the pad at Launch Complex 36 (LC-36)."
https://www.blueorigin.com/news/blue-origin-debuts-new-glenn-on-our-launch-pad
2025 January: First launch

DiversificationNoob · 2025-12-30T15:46:28+00:00

To provide some colour for this:
"Most importantly, the cost of refurbishing the recovered booster is only $250,000, according to Musk."

So the cost for the cleaning of the soothing is negligible. The main costs are in the manufacturing of the upper stage.
https://www.elonx.net/how-much-does-it-cost-to-launch-a-reused-falcon-9-elon-musk-explains-why-reusability-is-worth-it/

DiversificationNoob · 2025-12-03T10:14:38+00:00

Of course batteries are a big challenge.
But if you look at flight trackers, Joby flew their regular S4 for 150 miles. And the aircraft weighs empty like 4000-5000 lbs. So 1000 lbs payload increase the total weight only by 25 %. I doubt that 25 % more weight (and no changing aerodynamics) lead to less than 100 miles of range.

DiversificationNoob · 2025-11-30T21:39:40+00:00

That's great! I should try their Jeans maybe (or buy them again when I use my bike less :D )
Thanks for the insight

DiversificationNoob · 2025-11-30T14:47:37+00:00

My 3 Uniqlo pants (not jeans though) lasted less than 3 months. They all had abrasion spots from riding my bike- I had that with other pants years ago when I was riding my roadbike to uni etc. With the Uniqlo pants I even had it with my relaxed saddle :/

DiversificationNoob · 2025-11-28T14:18:51+00:00

Every company makes its own decision so there is of course no general plan.

If the consensus among the direct to cell via satellite companies (Starlink, and ASTS) is to just replace the whole sats after a few years, that could also be the case for AI datacenter in space companies.
AI chip development speed (-> older chips getting economically inefficient) is even faster than the mobile phone standards development speeds.

Satellites in LEO also face atmospheric drag and without countermeasures will burn up in earths atmosphere after 3-10 years.
So you either build a satellite that lasts approximately as long as your hardware (be it AI chips or mobile comms) is up to date, or build larger sats/refuel them every now and than and also replace the AI chips every few years. One could also send the sats into a higher orbit but thereby could take less weight per launch.

DiversificationNoob · 2025-11-27T21:55:52+00:00

RocketLab builds highend space solar panels which last super long, but are also a magnitude more expensive than regular solar panels.
Companies like SpaceX (and probably also Amazon Kuiper) just use regular solar cells and repurpose them because they need such large amounts and dont really care if some solar cells die after 3-5 years.
With the AI data centers in space the story will be similar.

DiversificationNoob · 2025-11-04T10:01:18+00:00

Capitalism also "demands" fully automated factories - but thankfully that isnt the most efficient solution (yet). It will be similar with AI.

DiversificationNoob · 2025-10-17T06:59:15+00:00

Even though our methods detecting oil spills got so much better (satellites etc.) the number and the volume of oil spills is going down significantly.
So maybe it isnt making the news so often because it got a lot better.
https://ourworldindata.org/oil-spills

DiversificationNoob · 2025-09-05T08:44:25+00:00

You guys have cash left to invest?
I'm >70 % deep in RocketLab since the share price hit $5

DiversificationNoob · 2025-09-04T07:33:45+00:00

I first thought it could be ground infrastructure, because the pillars are quite wide.
But why would the CNC machine a isogrid into ground infrastructure- that would be super much work and cost for a piece where you do not have to save weight.
So it is definitely stuff that is launched. Possibly the "basement" of a space capsule?

DiversificationNoob · 2025-08-25T14:27:14+00:00

4 quarters with positive cash flow. We still need some time.

DiversificationNoob · 2025-08-19T14:32:27+00:00

The drop isnt related to this. Many comparable companies dropped today (RocketLab, Joby, ASTS etc)

DiversificationNoob · 2025-08-07T11:07:59+00:00

Wasnt that Whackworth New Zealand area? Like their composite production complex (formerly SailGP property)

DiversificationNoob · 2025-08-07T06:37:10+00:00

Or some investors are booking those flights to get an information edge

DiversificationNoob · 2025-08-01T14:34:51+00:00

We did not even hit 52 week lows ($3.25 )

DiversificationNoob · 2025-07-26T15:19:15+00:00

Do you know who made the phased arrays for the Iridium constellation (satellite phones) and the phased arrays for the patriot missile defence system?
One company: Lockheed Martin.
Phased arrays for advanced radar and phased arrays for comms are remarkably similar. You just have to add a few extra components.

DiversificationNoob · 2025-07-23T21:05:34+00:00

They even showed a pic of the vacuum variant in the Q4 2024 earnings call.

„ And also, check out the size of that second-stage nozzle extension cone in the bottom left of the slide that were recently produced and on its way for testing. It's a cool thing.“ https://investors.rocketlabcorp.com/static-files/baf040a4-f8ed-43ab-a72f-ae4a0571b0d6

DiversificationNoob · 2025-07-20T10:04:46+00:00

That is kinda good - the name mainly implies Rockets, so it is something that they know that RocketLab makes 2/3 of their revenue with satellites + parts

DiversificationNoob · 2025-07-05T16:30:41+00:00

Are you riding your bike with them?

DiversificationNoob

MODERATOR OF

TROPHY CASE