Engine Rich

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Engine Rich

Engine Rich

@engine_rich

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

Katılım Ağustos 2017
573 Takip Edilen242 Takipçiler
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Engine Rich
Engine Rich@engine_rich·
GOOOOOOOD MORNING $ASTS FANS! It's the first of the month, and that means an updated satellite launch tracking analysis from me and my cracked team of goblin AI agents. This month, we take a moment to recognize our fallen friend: BB7. Pour one out for your boy. BB7 was a champ. Fought the good fight. But ultimately couldn't fight gravity. You will be missed, BB7. Farewell. Now, in terms of satellites launched, this month we had both our biggest increase of the year as well as our biggest decrease of the year. How exciting! My AI gremlins worked overtime to add a zoom feature to this month's chart, showing in detail the sharp increase and subsequent decrease in number of satellites in orbit. Stay tuned for more $ASTS analysis next month!
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Engine Rich@engine_rich

$ASTS fans and foes alike have been eagerly awaiting the March update to my AST Spacemobile satellite launch tracker. Many people depend on this information as input into financial models or to better understand the growing and evolving space industry. And rightfully so. It's more important than ever to understand what drives the space industry from manufacturing to launch to the underlying physics. From a first principles perspective. It took a team of 40 AI agents running for several days to generate this graph. This level of data analysis would not be possible without the latest advancements in compute and AI. Stay tuned for more advanced analytics of $ASTS and other revolutionary space companies.

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Engine Rich
Engine Rich@engine_rich·
@TMFAssociates I'd guess, if I'm interpreting this statement as generously as I can, that he could mean capping at 5M active terminals being used as a primary source of broadband internet. I.e. excluding anything that's on standby or used only as a backup, or used intermittently / seasonally.
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Engine Rich
Engine Rich@engine_rich·
@TMFAssociates How do you think we should judge this statement by the VZ CEO? If we give him the benefit of the doubt that he's not an idiot (I presume he's not an idiot), what do you think he meant specifically? I'm confused in general with his statement, but I'd like to understand.
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Engine Rich
Engine Rich@engine_rich·
Calling my shot. This supposed 10-year cap for US subscriptions will be exceeded by Starlink alone (i.e. not including Amazon) in 18 months, by end of 2027. To be clear, Mr. Verizon CEO: no, this will not cap out at 5 million US subs in 10 years. It will blow past 5M subs in 18 months. That's how wrong you are.
Ted Hearn@TedatPolicyband

D.C. Memo: @Verizon CEO Sees @Starlink, @Amazon LEO Capped at 5 Million U.S. Subs within 10 Years. Meanwhile @NewStreetR says rapidly growing Starlink doubled its global subscriber base in 2025, hitting 2.7 million U.S. customers and becoming a Top 10 ISP | $VZ policyband.com/p/dc-memo-veri…

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Engine Rich
Engine Rich@engine_rich·
@nebulous_sauce Well that's a very different story. I think AST misleads the public more than most companies.
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Nebulous Varangian
Nebulous Varangian@nebulous_sauce·
@engine_rich I see a lot of contempt for another ambitious space company on your page, what makes you feel this way towards them?
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Molly O’Shea
Molly O’Shea@MollySOShea·
.@shaunmmaguire on Starlink Mobile: "Direct to cell will probably be even bigger than the original consumer internet business."⁣ ⁣ "The unit economics are incredibly good."  "This is cell service from space. Pretty insane."
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 :)

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Engine Rich
Engine Rich@engine_rich·
@nebulous_sauce I would never have believed in 2004 that SpaceX would be where they're at today. However, now that I've observed what happened over that time, I feel confident that the next 22 years will be even more amazing.
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Engine Rich
Engine Rich@engine_rich·
At some point in the distant future, I think that can all be true. But it could be 10 years or more until that happens. And in the meantime, it'll be a supply crunch. Starcloud applied for like 80k satellites. Cowboy Space just applied for 20k. Even if those specific companies don't make it, assuming orbital data centers happen at scale, Google will be in, OpenAI and Anthropic perhaps. Who knows who else will jump in. Who is going to be launching all those satellites? Satellite manufacturing is inherently easier to scale than launch vehicles. So satellite manufacturing will be ahead of launch availability for a long time to come.
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Ginai
Ginai@SmileSimplify·
@engine_rich @MattGialich SpaceX will easily cover their in-house Starlink launch needs, as well as future Starshield launch needs. Ditto for their in-space data centers constellation. Blue Origin will eventually cover launch needs of both Amazon's Leo constellation and their own TerraWave constellation.
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Engine Rich
Engine Rich@engine_rich·
Delta Airlines on choosing Amazon Leo over Starlink: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today" bruh
GIF
Sawyer Merritt@SawyerMerritt

Delta Airlines has responded to Elon Musk's post below with a statement: “The assertion in question is not accurate. Incorporating Delta Sync with Starlink would have been permitted under SpaceX's in-flight Wi-Fi agreement." Delta on why it chose Amazon's LEO: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next." The airline is targeting 2028 to start offering Leo in-flight Wi-Fi on about half of its fleet. The rest of the jets will continue to use Viasat and Hughesnet.

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@scott_m_powell @TMFAssociates @nebulous_sauce @DefinitionsNew @MollySOShea @shaunmmaguire @MattGialich @SmileSimplify