Morgan Stanley's Adam Jonas in new @SpaceX note:
"The part of the SpaceX story that we believe holds the greatest growth potential, and that is being largely ignored/not contemplated by investors, is the Distributed Inference Cloud. Investors are already witnessing some degree of corporate/regulatory/social angst toward data centers. We see SPCX's efforts as instrumental in helping to get the Super Intelligence Economy and the Physical Intelligence Economy on the next leg of growth and economic development. As the 'density' of physical agents increases, we expect incrementally greater intelligence capability of the collective mobile swarm.
We ask investors to be prepared to hear about the Distributed Inference Cloud and physical AI swarms in the coming year. From our seat, we think this subject is very close to breaking out in the investor discussion. Gradually… then suddenly."
Mission success for VICTUS HAZE! 🚀🎯
We’ve officially completed the @usspaceforce@ussf_ssc primary mission which saw Rocket Lab build a high performance spacecraft, deliver rapid call-up launch on Electron, and conduct complex on-orbit rendezvous and proximity operations - all ahead of schedule.
⏱️ Launch: Lifted off with just 16h 42m notice - the fastest response ever for a TacRS mission (beating previous record by 10 hours).
🛰️ Commissioning: Activated our Pioneer spacecraft in 38 hours (30 hours ahead of deadline).
📸 RPO Operations: Tracked, approached, and photographed the target satellite in under 59 hours (25 hours ahead of deadline).
Congrats to Rocket Lab who just completed a satellite deployment in 16 hours and 42 minutes from the moment the Space Force picked up the phone. For context: it takes 14 hours to fly nonstop from New York to Singapore. Rocket Lab put a satellite in orbit faster than a commercial flight crosses the Pacific. On-demand space access is no longer a concept. It's a product.
Launch alert 🚨Electron is on the pad at LC-1 ahead of tomorrow’s launch attempt for @synspective’s ‘Ten Owl Of Ten’ mission.
Our team are keeping a close eye on unsettled weather that could impact the launch window. More updates to come closer to T-0 🌧️
Launch window opens Jun 27:
🚀 4:45 am NZST
🚀1:45 am JST
🚀16:45 UTC (June 26)
🚀12:45 pm ET (June 26)
🚀9:45 am PT (June 26)
Electron has been selected by @nasa for three launches in 2027 to deploy its PolSIR and TSIS-2 Sun and Earth sciences missions.
We've been delivering reliability, precise orbital accuracy, and on-demand launch for NASA missions for almost a decade - and we're ready to deliver that once again for PolSIR and TSIS-2 from Launch Complex 1 early next year.
Satellite builds can take years. For our Pioneer spacecraft for VICTUS HAZE, going from contract to launch ready took ~18 months 💪🛰️
An incredibly aggressive timeline for an important mission for the @USSpaceForce and @USSF_SSC, and the team delivered.
Shopify lays off 10% of staff. Chief Executive Tobi Lütke says the company made a wrong bet on the pandemic-fueled boom in e-commerce growth lasting https://t.co/EUhTKuBwkQ via @WSJ
I learn to use #Kalashnikov and prepare to bear arms. It sounds surreal as just a few days ago it would never come to my mind. Our #women will protect our soil the same way as our #men. Go #Ukraine! 🇺🇦
BREAKING: Germany dropping longstanding block against lethal weapons transfers to allow 400 RPGs to be sent to Ukraine from Netherlands to help repel Russian invaders. Potentially major shift in European military assistance for Ukraine. Story soon at https://t.co/j9UU5F2B17
1/ The goal of externally facing Russian propaganda is not to convince you that Putin is unequivocally right.
They'd like that but know it's unrealistic and more importantly unnecessary to achieve their objectives.
All they need is for you to become confused or ambivalent. Why?