Matthieu Richard

Co-founder of Dynamik Orbits - Entrepreneur and aviator

[Pierre Ferragu @p_ferragu]

I think orbital DCs are a completely irresponsible idea. With all these radiators, we are snowballing the problem of earth warming to galaxy warming. It is bad!

[Jonathan McDowell @planet4589]

Hello England, after 38 years in the USA I have returned!!

[Vlad Saigau @VladSaigau]

New Glenn explosion has sunk in. Its truly a pity because the BO team have done phenomenal work and am sure they’ll be back better and stronger.

This does however further deepen the moat SpaceXAi has on launch and, more importantly in terms of revenue, the lead Starlink has on SatCom

[Matthieu Richard @SpaceMatthieu]

Delta LEO inflight WiFi just got delayed

[NSF - NASASpaceflight.com @NASASpaceflight]

Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.

https://t.co/tANS0dWyIH

[Tim Farrar @TMFAssociates]

@nebulous_sauce If we assume 15 month delay to repair the pad then Amazon were probably counting on ~6-8 NGs during that period so of order 300+ satellites. If other (smaller) launchers are going every 1-2 weeks that's probably 3-5 months longer to get to a given number of sats on-orbit

[Blue Origin @blueorigin]

We experienced an anomaly during today's hotfire test. All personnel have been accounted for. We will provide updates as we learn more.

[Matthieu Richard @SpaceMatthieu]

Bottleneck alert

[Vlad Saigau @VladSaigau]

Did you know every leading-edge EUV lithography machine on Earth is built in one Dutch town of ~46,000 people: Veldhoven, in the Eindhoven region of the Netherlands? ASML is the only company in the world that makes them, with mirrors from Zeiss in Germany, lasers from Trumpf in Germany, and light sources from Cymer in California (which ASML bought outright). The whole supply chain is captive and tiny. They shipped 48 machines in 2025. Terafab's conventional 1TW would need 450 👀

Sounds like theres some disruption to take place here…

[Matthieu Richard @SpaceMatthieu]

@RomainHedouin @TeslaStars C’est “by design”, comme me le confiait quelqu’un de la DGFIP, c’est un instrument de pouvoir. Plus c’est compliqué et ambigu, plus il est difficile d’être en règle, même de bonne foi… et comme ça on peut venir te faire chier quand on veut.

[Matthieu Richard @SpaceMatthieu]

This should be a disclaimer when buying $SPCX: “Do not hold this company solely for capital appreciation” you better believe in the mission or you will not enjoy the ride…

[vincent @SPCX100T]

I have no intention of selling a single share of SpaceX $SPCX . Holding this company was never purely about capital appreciation — it is equally a conviction in @elonmusk ‘s & SpaceX team’s ability to transform humanity into a multi-planetary species and ensure the continuity of human civilization. If you believe we can witness the leap toward a K2 civilization within our lifetime, SpaceX is the only vehicle capable of taking us there.

[Matthieu Richard @SpaceMatthieu]

Delta migrated their services from Intelsat to Viasat and Hughes and will be testing LEO with Amazon. They have been following a multi-provider strategy and I can totally see them awarding part of the fleet to SpaceX down the line.

[Sawyer Merritt @SawyerMerritt]

This is a big deal. SpaceX has now gotten three of the top four largest U.S. airlines - United, Southwest, and American - to adopt @Starlink. That’s over 2,300 commercial airplanes.

Only Delta remains.

[Matthieu Richard @SpaceMatthieu]

@grok Yeah that’s it super loud and very unpleasant. I am surprised this passed certification.

[Matthieu Richard @SpaceMatthieu]

@grok is this A220 known for being a resonance box. I am in one right now, taxiing and the noise is barely bearable.

[Matthieu Richard @SpaceMatthieu]

Pendant le dernier stream, SpaceX a indiqué “v3 is 60 Tbps of downlink capacity, 20x the v2” si je me souviens bien. J’ai pensé que ça pouvait être une erreur: 60 Tbps par lancement Starship mais ça correspond pas à 20x par rapport à 23 x 90Gbps. Il faudrait que les v2 fassent 50Gbps. Qu’en penses-tu?

[Matthieu Richard @SpaceMatthieu]

View from South Padre Island for Flight 12. Unforgettable experience that I was able to share with my family. I recommend this to everyone. You will not regret it.

[Matthieu Richard @SpaceMatthieu]

Physics challenges yield to iteration. Earth challenges will only get worse.

[Kiz @MIT1991_2]

@p_ferragu Plz ask after IPO.

space has real physics challenges (heat rejection via radiation, radiation hardening, launch mass, data links),m

And potential upsides (continuous-ish solar, cold vacuum for radiators).

[Stuart Taylor @LuckyStuey]

I've reviewed the Starship launch videos this morning and my conclusion is that SpaceX is almost ready to start launching their Starlink V3 FSS constellation.

Everything needed to launch satellites has been proven, with the only outstanding issues being Raptor 3 reliability and return to launch towers for both the booster and the ship.

I think SX are within reach of proving out these remaining milestones over the coming months and we will see real Starlink V3 satellites launched by late-2026.

Over time, with establishment of rapid reusability, this will reduce the constellation replenishment costs for Starlink by a significant margin.

I don't think this means mass-market adoption of Starlink by customers currently using terrestrial broadband, but it does mean the profitability of Starlink's existing customer base can be improved, leading to a sustainable business model generating lots of cash.

I'm not going to get into valuations, or any of the IPO nonsense, but Starship's success certainly means that LEO constellations can be profitable, provided that launch is cheap.

We don't yet know how Starship will be available for competitors and at what pricing, so anyone trying to compete with Starlink FSS is likely to face severe headwinds for several years.

The same is true, I believe, for DTD, with Starship likely to start launching high performance V2 MSS satellites by mid-2027.

As such, SpaceX is likely to dominate DTD NTNs over the next few years with competitors such as $ASTS Amazon and Equatys having severe competitive cost pressures unless they can access cheap, rapid launch.

There will be multiple DTD NTNs, no doubt, but I wouldn't bet against SpaceX being as dominant a force in this market as it is for FSS today.

[Matthieu Richard @SpaceMatthieu]

@levelsio Airbnb has a different technique. They do not send you a review form if you had a bad experience. Had rat infestation in a 4.9/5 property we rented. Could not leave a review despite insisting for 2 weeks. Then they claim the time had expired.

[Matthieu Richard @SpaceMatthieu]

Gorgeous