Daan Coster

Founder of Space Investment LLC

[Elon Musk @elonmusk]

@JeffBezos @zerohedge Ad astra per aspera

[Jeff Bezos @JeffBezos]

All personnel are accounted for and safe. It’s too early to know the root cause but we’re already working to find it. Very rough day, but we’ll rebuild whatever needs rebuilding and get back to flying. It’s worth it.

[Filip Kocian @fikocian]

$SPCX S-1: "We have a stellar track record of capital allocation and value creation in Space and Connectivity. Since SpaceX’s founding in 2002, we have raised over $9 billion of equity capital to fund the development and growth of these two business segments. The Space segment became Segment Adjusted EBITDA positive on a sustained basis beginning in 2018 and the Connectivity segment became in aggregate Segment Adjusted EBITDA positive on a sustained basis beginning in 2023."

[ICEYE @iceye_global]

ICEYE has secured a €300M revolving credit facility (RCF) to support rapid global growth. Backed by seven banking partners, the RCF reflects continued confidence in ICEYE’s business and access to diverse capital.

Read the full press release here: https://t.co/2Cza5oZYe4

[Michael Nicolls @michaelnicollsx]

Bookmark this one…

[Gwynne Shotwell @Gwynne_Shotwell]

Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)

[Michael A. Blum @mablum]

Starship’s latest wet dress rehearsal matters because SpaceX loaded more than 5,000 tonnes into a fully stacked V3 in a flight-like countdown. The real breakthrough is not spectacle. It’s proving ground systems, tanking tempo, and industrial repeatability at absurd scale.

[Michael Nicolls @michaelnicollsx]

Starlink Mobile V2 coming next year will be a game changer for global connectivity! Thank you @FCC

[Magnus B - Space Coast West @spacecoastwest]

At the moment, international launch sites with the necessary certification to meet US lTAR launch regulations:

- French Guiana Space Center (French Guiana)
- Arnhem Space Center (Australia)
- Space Center Australia (Australia)
- Andøya Spaceport (Norway)
- Esrange Space Center (Sweden)
- SaxaVord Spaceport (UK)
- Mahia Launch Conplex (New Zealand)
- Alcântara Launch Center (Brazil)

[SpaceNews @SpaceNews_Inc]

Varda to collaborate with United Therapeutics on microgravity drug research https://t.co/X0vrgfLOjd

[Bloomberg @business]

“Space is back in a big way,” with investment momentum spanning everything from raw materials and mining to fuel and propulsion systems https://t.co/GjHAapK16N

[Claude @claudeai]

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

[Impulse Space @GoToImpulse]

"The Golden Dome program requires advanced solutions, which is where Impulse excels. Not only has our team proven its capability to do hard things quickly, but our spacecraft have too. We're excited to work on missions that are technically challenging and globally meaningful, and Golden Dome is both." – Eric Romo, President & COO

Impulse knows how to execute high-priority missions. We’re proud to partner with @anduriltech on the Golden Dome initiative.

Read more: https://t.co/OWmL9D6Ys1

[Blaine Curcio @ChinaSpaceGuy]

What's the Chinese for "imitation is the sincerest form of flattery"? 🤔

🚀 Launch startup CosmoLeap announces a ¥500M funding round to develop their liquid methalox rocket + chopstick tower to catch it

📅 Est. in Feb 2024, the company is a reminder that China's commercial launch sector remains wide open, with none of the early entrants establishing themselves as a dominant player

👀 They are also a reminder that China's space sector is very tuned in to western space progress...

https://t.co/7vq8Jfq7iR

[Nick Colas & Jessica Rabe (DataTrek) @DataTrekMB]

Two-years now yield more than Fed Funds (+25 basis points, 3.89 versus 3.64 percent).  This implies, at the very least, that this market does not expect rate cuts for 24 months.  It could also be interpreted as suggesting a small (25 basis point) rate hike.

[SpaceNews @SpaceNews_Inc]

Trump nominates Schiess as next Space Force chief https://t.co/h8wPBaolwf

[Nick Colas & Jessica Rabe (DataTrek) @DataTrekMB]

One sound bite captures the dramatic change in Tech sector dynamics over the last 6 months: $INTC now has a larger market cap than $PLTR ($499 vs $342 billion).

[Michael A. Blum @mablum]

Investment into Starship passing $15B isn’t excess; it’s the price of collapsing launch cost curves. The real story isn’t rockets, it’s who owns orbital freight capacity when satellites, defense and lunar logistics scale.

[SpaceNews @SpaceNews_Inc]

U.S. investors dominate Europe’s private-led space scale-up rounds https://t.co/XRL81bNOzf

[pat o. 🚀 @spacepat_o]

Well, well, well! More Maryland Aerospace!!

Baltimore Business Journal: SpaceX plans Westminster (Maryland) facility for Starship rocket parts

SpaceX has reportedly purchased 1121 Independence Way, part of Westminster Technology Park.