One of the dumbest things space VC is doing right now is conflating launch costs with launch prices. Without robust competition, SpaceX has no incentive to pass internal savings to customers. Starship launch prices will be $300M-$1000M for the foreseeable future.

Mercury, from Rendezvous with Rama

Is Blue Origin watching what Zuck just pulled off? They have a golden opportunity to take the Moon, and brute force poaching a dozen top engineers sure wouldn't hurt right now.

Had a nagging issue in a Mercury thermal model for months, no other model could solve it. Grok 4 got it first try.

The next frontier in real estate: Data centers on the moon and space-support infrastructure cnbc.com/2025/07/15/rea…

Politician-level promises of "good job creation", meanwhile their internal coding model goes 10+ autonomous hours in a competition when METR predicts we should be at 1 hour with 50% success rate. This tension will only grow from here.

Banks, "The Player of Games"

EXCLUSIVE: Sean Duffy will announce expedited plans to build a nuclear reactor on the moon, his first major action as interim NASA administrator. ow.ly/AWEI50WzIwL

What if a spacecraft could cycle between Earth and Moon orbits, performing multiple circuits of each, naturally and indefinitely, with zero propulsion? We’ve discovered a new class of stable, prograde, low-energy cycler orbits that do just that. Why these orbits matter:

This could be the first hurricane season where an AI model makes a materially different (and correct) prediction compared to physics-based models. Would DeepMind make their model results public if there was a large enough divergence?

I went there. Because at this point, it's difficult to come to any other conclusion. arstechnica.com/space/2025/08/…

Interesting results from a new paper by Goossens et al. (2025, PSJ): the density gradient from GRAIL data is 3× higher in lunar PSRs than surrounding non-PSR south pole locations. Consistent with "lots of ice in subsurface" but not definitive.