Bozai

@thekookreport @manishmwankhede This is the way!

"Never Tell Me The Odds" is back. Team Blue inspected every system, completed refurbishment, and certified it for flight. Proud to put a flight-proven booster to work for @AST_SpaceMobile on NG-3. Enjoy this fun video of us moving the integrated vehicle to the Transporter Erector (TE).

SatShow 2026 Wrap-Up Completed a packed schedule of meetings, chance encounters, cocktail parties and dinners with a wide range of space industry manufacturers, operators, service providers, financiers, analysts, consultants, experts, old friends and colleagues. The general mood of the industry is good, better than it was a year or two ago, although many legacy business models are being challenged and new entrants are crowding out some markets (such as satellite manufacturing, which seems heavily over-invested at present). SpaceX and its impending IPO overshadows all, with some believing this will expand investments and interest in the space, while others believe it may hurt retail investors so badly they could lose interest in the space sector in general for a generation. It's a massive binary outcome that nobody can accurately predict. Similarly, retail investors in $ASTS face an impending binary outcome. As @TMFAssociates confirmed, there is remarkable consensus within the industry that ASTS will fail, even among some of its paid advisers, few take it seriously, although nobody can predict when the inevitable collapse will occur. Key events of the week were: - News of SpaceX's IPO filing lifted space stocks in general, and $GSAT in particular, given rumors it is about to be acquired by one of the bigger players, potentially SX itself (Tim is mostly convinced this will be the outcome; I'm less certain, but I wasn't as focused on this topic as he was). - SES's deal with K2 Space (and its plan to build payloads in-house, both for this constellation and Iris2), came as a positive surprise, although some are skeptical that this deal is as firm as it first appears. Meanwhile, it's DTD plans with Lynk/Omnispace don't seem to amount to anything material or committed at this stage and their timeframe for launch by 2027 seems completely unrealistic. - $VSAT and Space42 seem to be tentatively making progress with development of Equatys, although again with less solidity than one might hope. Similarly, Mark Dankberg's comments on VS-3 F2 reflector deployment ("Things are going the way they're supposed to.") could have been more positive, although all indications from speaking to several people about this matter are that it's going fine and expected to be successfully completed in a week or two. - Sentiment towards MDA Space was affected by the Globalstar rumors, with uncertain outcomes for the C-3 constellation currently funded by Apple in particular. Their idea to build an operator-neutral shared constellation for MNO's 5G NTNs seems fanciful, at first blush, redundant to that proposed by Equatys, but given their recent track record pulling off surprise deals, perhaps there's more to this than meets the eye. A lot of the chatter was about ODCs (and even LDCs - Lunar Data Centers!), but this seems more intended to boost SX's IPO than being a real near-term prospect. Space debris was another hot topic, with many predicting worsening conditions, bad actors, and high potential of a major incident within the next 5 years. Space is hard. Many current start-ups and legacy players will fail. Change is occurring at a faster pace then ever. Opportunities abound. Some will succeed beyond their wildest dreams. For an old-timer like me, space continues to be as exciting and fun as it ever was😆.

GS2 is on the move! I happened to catch Blue Origin moving a GS2 from their factory to LC-36 this morning. This is presumably the sixth flight upper stage, given the fifth has already been tested, though it’s difficult to know for sure. 📸 - @LaunchHeavenX