Engine Rich

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Engine Rich

Engine Rich

@engine_rich

I'm Engine Rich, and I'm exhausted.

가입일 Ağustos 2017
534 팔로잉220 팔로워
고정된 트윗
Engine Rich
Engine Rich@engine_rich·
Here's the updated graph! February is in the books, and for $ASTS it was another incredibly consistent month. $ASTS 's launch rate was perfectly consistent all month, and all year-to-date. This is a testament to the company's hard work and dedication to connecting the unconnected! Tune in to tonight's earnings call to hear the company officials maintain their insane guidance of having 45-60 satellites by end of this year! Also, since $ASTS has been off to such a smashing year so far, I created a 2nd bonus graph this month. Posted in the comments.
Engine Rich tweet media
Engine Rich@engine_rich

In the spirit of adding to the $ASTS community, I thought I'd give back by helping to track the satellite launches over time. I'll post an update to this graph monthly to help everyone follow along with the journey to 45 satellites by end of 2026!

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Engine Rich
Engine Rich@engine_rich·
@aaronburnett I can't believe Jensen is *also* pumping the SpaceX IPO with this orbital data center fantasy
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Phillip Lyle
Phillip Lyle@philliplyle410·
4 launches over the next 2 weeks..should be exciting! In all seriousness - if April's planned "shipment" of 3 birds is not to F9, then that might lend more credence to the speculation that there's an issue stacking / fitting the composite satellites on Falcon 9. $ASTS
AST SpaceMobile@AST_SpaceMobile

5 launches by end of March 2026, starting in two weeks on December 15th🚀🚀🚀🚀🚀 More updates to come — stay tuned! #ASTSpaceMobile #ConnectingtheUnconnected

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Bloomberg
Bloomberg@business·
US Army awards Anduril Industries a contract with a total value of as much as $20 billion to buy the defense startup’s software, hardware and services bloomberg.com/news/articles/…
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Engine Rich
Engine Rich@engine_rich·
That's good to hear. I'm a longtime paying member and fan, although I haven't watched a launch in a while, and back when I launched more there was more promotion than you're describing. In any case, I'm a fan, and I know you gotta pay the bills. I just thought there was a bit of hypocrisy in your post about starlink promotions.
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Ryan Caton
Ryan Caton@dpoddolphinpro·
A change in official Starlink launch webcast programming - pre-launch has become an promotion reel for Starlink. I am happy to report that I know some people who will be showing the rocket during this phase of the countdown.
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Engine Rich
Engine Rich@engine_rich·
@SciGuySpace Workhorse might be a strong word. But idk let's ask the chairman of the FCC.
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Eric Berger
Eric Berger@SciGuySpace·
Who had Ariane 6 as the booster that would emerge from the Vulcan/New Glenn/Ariane 6 triumvirate of new rockets to become a workhorse for Amazon Leo?
Arianespace@Arianespace

Second mission. Same ambition. The @Amazonleo satellites for our next mission, VA268, have now arrived at Europe’s Spaceport in Kourou, French Guiana, marking a new step in the deployment of the Amazon Leo constellation. In the coming weeks, Arianespace will begin the launch campaign, from satellite processing to integration on Ariane 6, preparing these payloads for their journey to low Earth orbit. The VA268 mission, designated LE-02 by Amazon, will fly on Ariane 6 in its four-booster configuration, a powerful setup particularly adapted to support the sustained deployment of large constellations. This mission is the second of 18 launches planned under our contract with Amazon, reflecting a long-term partnership built on performance, reliability and shared ambition to expand global connectivity from space. More updates soon from Kourou. #LaunchingAmbitions @ArianeGroup @esa @CNES @EuropeSpacePort

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Bethany Stevens
Bethany Stevens@NASASpox·
Because he was asked. Unsurprisingly, you weren’t! Unlike you, he’s got a long list of qualifications that make him exactly the right person to speak on the intersection of space and national security: - founder of a military aerospace company - commercial astronaut - first civilian to spacewalk - NASA Administrator Thank you for your interest in America’s space program.
Aaron Rupar@atrupar

lmao why is the NASA administrator going on Fox and railing against Iran? (this is a rhetorical question -- the answer is that nobody in the Trump administration has actual job duties)

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Engine Rich
Engine Rich@engine_rich·
@aaronburnett The Wright brothers aren't even real engineers and their bikes are shit! But sure... they're going to make a "flying machine". Absolutely ridiculous. Idiots.
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Aaron Burnett
Aaron Burnett@aaronburnett·
Being optimistic about technology in 2026 be like…
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Aaron Burnett
Aaron Burnett@aaronburnett·
Nasdaq 100 + S&P 500 inclusion within the first 6 months neutralizes a large portion of selling pressure from lockup expiration. While I’m far more interested in the actual engineering and what that means for long term investment prospects this would be epic financial engineering as well. For better or worse, institutional investors take the market risk from expiring lockups into account and solving some of that addresses a lot of their short term concerns.
*Walter Bloomberg@DeItaone

S&P WEIGHS RULE CHANGES THAT WOULD SPEED SPACEX S&P 500 ENTRY

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Engine Rich
Engine Rich@engine_rich·
@SnarfMcSnarf Tesla is valued at over a trillion, so I assume Rivian investors have done great, right? Right?!
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Snarf
Snarf@SnarfMcSnarf·
So many seem to be repeating the line that SpaceX IPO will drive a re-rating for the space industry as a whole. This makes sense if you're reasoning by analogy (i.e SpaceX is valuable, therefore other space co's valuable) but not so much if you use first principles. Ask yourself WHY is SpaceX is valuable? The answer is rapid reusability and best in class speed. So not only does SpaceX have by far the best economic model with cheap launch costs, but their pace of innovation is still faster than the rest. So they have a huge lead and the gap isn't really shrinking. Sure Blue landed New Glenn, but SpaceX achieved the same over 10 years ago! Rocket Lab can make rockets, but hasn't demonstrated much towards reusability. AST makes satellites, but pays 3-4x more for launch vs SpaceX (and launch is the main driver for constellation cost overall). Think critically, don't reason by analogy.
JB and family@SimmonsBart

Last night, I had an interesting conversation with two friends about SpaceX's anticipated IPO, now projected at a potential $1.5–1.75 trillion market cap—possibly the largest in history. One friend asked if we were "in on it," prompting me to note that this event is likely to trigger a broad rerating across the entire space sector, benefiting launch providers, satellite companies, and emerging players alike. My other friend didn't argue, but his expression and silence made it clear he saw it as "SpaceX or nothing." I didn't push back, though I quietly reflected on the U.S. government's clear, repeated stance—through NASA partnerships, Space Force priorities, executive orders, and policy documents—favoring a competitive, multi-player commercial space ecosystem to drive innovation, ensure resilience, and avoid single-point dependency. Many other nations share this diversified approach. Mark my words: when SpaceX goes public and captures the spotlight, the halo effect will lift valuations industry-wide. The space economy is expanding dramatically—not consolidating into one winner—and the broader sector stands to gain significantly. To name a few….. $RKLB $PL $ASTS

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Engine Rich
Engine Rich@engine_rich·
Specifically which company owns these Digital Optimus instances? xAI pays Tesla for the power / hosting of the Digital Optimus? Or Tesla pays xAI for the use of the Digital Optimus on it's superchargers? Or something else? This whole Digital Optimus thing makes me more convinced than ever that SpaceX and Tesla will merge. It gets too complicated otherwise.
Elon Musk@elonmusk

Oh and it works in all AI4-equipped cars, so your car can do office work for you when not driving. We’re also deploying millions of dedicated Digital Optimus units in the field at Superchargers where we have ~7 gigawatts of available power.

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탐색

@aaronburnett @philliplyle410 @business @dpoddolphinpro @SciGuySpace @NASASpox @TeslaBoomerMama @elonmusk